Luke @ Level Up Financial Planning
luketechfinplanner.bsky.social
Luke @ Level Up Financial Planning
@luketechfinplanner.bsky.social
🎥🎧📎Breaking into tech is challenging, but sharing your journey publicly can open doors! 🌟

Discover @blackgirlbytes.bsky.social’s insights on showcasing your growth and finding supportive communities in tech. 🚀

Watch this quick clip, then find the link to the full episode 👇
June 27, 2025 at 5:24 PM
Happy Birthday to Techie Personal Finance Bootcamp!

6 Years in and I'm feeling reinvigorated this year to keep the financial insights and guests with amazing stories coming!

What's Your Favorite Episode?
May 19, 2025 at 3:37 PM
Thinking about cashing out your 401(k)?

Discover the potential downsides and explore alternatives in our latest episode:

"Should I Cash Out My 401(k) Retirement Account?"

https://rpst.page.link/joNc

Make informed decisions with confidence! 💰 #Tech #PersonalFinance #Bootcamp #401k
May 19, 2025 at 2:51 PM
Take advantage of the new opportunities you've created for yourself to get ahead.

You never know when you'll be hit with a layoff or an emergency.

🎧Catch the full episode: Why Your Finances Are Better Than You Think
May 9, 2025 at 4:33 PM
Feeling like you're living paycheck to paycheck? 🤔

You might be saving more than you think!

Don't forget about your retirement accounts. 💰

See what other ways "Your Finances May Be Better Than You Think"🎧 rpst.page.link/Mz6G
May 8, 2025 at 2:54 PM
Feeling like you're stuck living paycheck to paycheck? 🤔

You may be doing better than you think.

Join Lucas Casarez, tech financial planner, as he dives into the hidden financial wins you might be overlooking!

https://rpst.page.link/Mz6G
May 7, 2025 at 3:40 PM
Think buying a house is impossible? You're not alone; many people do.

(🎉Congrats to my clients for closing on their home over the weekend!)

Turns out, it might be more doable than you think. Lots of clients started out thinking they couldn't afford it, but then became homeowners.
April 29, 2025 at 2:54 PM
Happy Tax Day!

Hope you legally minimized the amount you had to pay.

If you had no clue that taxes were due today. Make sure you submit for an extension to avoid late filing fees. If you end up owing, late payment and interest will still accrue. 😱
April 15, 2025 at 3:55 PM
Market swings causing you stress about your 401(k)?

Don't let short-term fears deter you from the long-term potential.

Discover how you can capitalize on current market discounts for a financially flexible future! 🌟

https://rpst.page.link/sUcF
April 7, 2025 at 7:11 PM
When you add your RSUs to all of your taxable income, what bracket you fall in is where you will be paying your marginal taxes on your RSUs.

If you cross into a new tax bracket, you'll pay some at the lower rate and the rest at the higher rate.
January 16, 2025 at 6:55 PM
Anyone with a super wide screen want to help me out really quick?

I just found out that my site is acting wonky & on my end I can't test specifically for super wide screens, but I think I made an update that should correct the issue

Does it still look off on your screen?
January 14, 2025 at 6:07 PM
🎞️Byte: Is your January paycheck looking different this year?

If you are a high earner, find out how Social Security impacts your paychecks

Learn more of how to plan for Social Security taxes on the newest 🎧 where I break it all down.

rpst.page.link/KbqL
January 10, 2025 at 7:23 PM
🎙️New podcast episode alert!

💰Why Your Paycheck Could Be Smaller This Month😱

Ever wonder why your paycheck size changes at the start of the year?

If your income was over $168,600 in 2024 then it's because you start paying Social Security again
rpst.page.link/KbqL
January 9, 2025 at 5:11 PM
Don't let your pay increase, increase your financial anxiety

Get clear on how taxes impact your money and how you can be intentional with your hard-earned money to create the life you want.

Catch the full episode 🎧 Decoding Bonuses and Raises: What's the Real Value of Your Bonus, Raise, and RSUs.
December 20, 2024 at 4:43 PM
It's bonus season! 🎉

Have you planned how to maximize your extra funds? Be intentional—put your top financial priorities first and allocate funds into transparent accounts.

Catch the full episode 🎧 www.levelupfinancialplanning.com/decoding-bon...
December 19, 2024 at 5:37 PM
Receive a Bonus, Raise, or RSUs?

The #1 Mistake I see folks make with these forms of income increases is that they don't track all of the new spending.

Catch the full episode 🎧 What is The Real Value of Your Bonus, Raise, & RSUs

www.levelupfinancialplanning.com/decoding-bon...
December 18, 2024 at 7:03 PM
"Think that bonus or raise is all yours? Think again! 💸 Dive into the reality of taxes on your extra earnings and learn how to calculate your true take-home value.

Catch the whole episode here: www.levelupfinancialplanning.com/decoding-bon...

Also included is a calculator to see your "real" value.
December 17, 2024 at 5:40 PM
🎧Techie Personal Finance Bootcamp is back for Season 5!

Whether you're looking to make more money to retire early, have more security and flexibility, or simply to make ends meet, there are a number of things you can do to make more money.
rpst.page.link/xhpJ
May 17, 2023 at 5:41 PM