10 Questions to Ask Your Financial Planner

By Lucas Casarez, CFP®

Meeting with a financial planner for the first time can be a stressful experience. Many times it is the first time that you may be opening up about your finances. The great news is that most financial planners truly enjoy helping people and like most things that we stress out about, it ends up being a significantly better experience than you would expect. Most people work with their financial planners for the rest of their…

Career Change to Coding: Navigating Your Finances

By Lucas Casarez, CFP®

Ready to take the leap into making a career change into coding, but unsure about how to navigate your finances? Like every other major financial decision in your life, making a career change intersects directly with your financial life. No matter where you are at in your coding career change decision, this strategy guide will help outline how to organize your finances, for your coding career change. Take Our Free Career Change Assessment START If…

Felon to Successful Software Engineer

By Lucas Casarez, CFP®

I have a really great guest for today’s episode. His name is Cory Pease and his story proves that second chances really do exist. Cory is a felon who also recently successfully started his software engineer career after attending a bootcamp.  We cover the following: Inspiration for his “Daily Do Betters” Navigating life with a felony Financial literacy Transitioning careers Galvanize Bootcamp Creating your own opportunities Benefits of conferences  I apologize for the sound quality.…