Should I Use Fidelity’s BrokerageLink?

By Lucas Casarez, CFP®

Do you have the option in your Fidelity 401(k) to activate BrokerageLink? If so, this is a great additional feature that most 401(k) plans don’t allow. How do you determine whether it makes sense to use this feature or stick to your traditional 401(k) investment options that have been picked by your employer? My strategy guide will walk you through the thought process. What is BrokerageLink? BrokerageLink is the option within Fidelity 401(k) plans to open…

What the Tech is a 401(k)?: Podcast

By Lucas Casarez, CFP®

I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work. After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use. My First 401(k) Why a 401(k) is Important Power of Time and…

Why I Started Techie Personal Finance Bootcamp Podcast

By Lucas Casarez, CFP®

  In this episode, I outline the major challenges facing tech employees in their 20’s & 30’s that play an important role in their life. These challenges don’t just impact your financial confidence but bleeds into all facets of your life: employment, personal health, family life, and social interactions. My goal of this show is to provide you the education and knowledge you need to increase your financial confidence so that you are empowered to…