Father x4 Husband Real Financial Planning for Tech Professionals 🎙 Techie Personal Finance Bootcamp Owner Level Up Financial & Power Up Tax
Colorado, USA
Joined September 2017
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Check it out 👁️👁️
Updated my 8 year old RSU Tax Calculator.
Still have to update all of my old RSU strategy guides (you can tell that the theme and formatting got funky as I made changes over the years. 🤣)
Stay tuned for those updated strategy guides and content.
levelupfinancialplanning.com…
What Do I Love About My Business?
This was a prompt I had when submitting my spot to be a guest on a #podcast. I'm glad it made me pause from the chaos and reflect for a second.
"I love that my super powers help alleviate the stress, pain, and anxiety that many folks have around money. So many folks are willing to do the work and make the changes if they understand what's going on and it's super rewarding the provide that clarity."
✂️ Jamming Her Way Into Tech with @RoxanaCodes
In this clip, Roxy shares the importance of being proactive in being a part of the community.
Especially, building a community before you actually need it.
Catch the full episode⬇️
levelupfinancialplanning.com…
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
Laid off Lounge with Dan DiGangi xitter.cf/i/broadcasts/1pJdRDpwX…
RT @BekahHW: Hey friends, if you know of anything please message Jesse or me.
This quoted post is unavailable.
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
I’m looking for my next role in AI engineering.
Recently, I have worked on production AI assistants, MCP tools, and the infrastructure supplying data to machine learning models. My work included reducing token usage without losing relevant information, building repeatable evaluation workflows, and validating a migration to a lower-cost backend before switching production traffic.
I use AI coding agents throughout development, with hands-on ownership of design, testing, code review, and rollout. I’m particularly interested in teams building useful AI products and making agents reliable enough for real-world work.
I’m looking for a remote US role in AI engineering or software engineering focused on AI. I’m also open to discussing focused consulting projects around AI workflows, evaluation, and reliability.
If your team is hiring, or you know someone I should talk to, please send me a message. Introductions and shares would help a lot and are much appreciated!
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
New video!
RT's and likes appreciated 🤝
Is Your SOC Job a Dead End? Here’s What’s Next
youtu.be/ej_YPIPCYZU
Me diving into a new clients' details.
There's the initial things I know to expect based on our intro call, but there are always additional cool things that may not be high priority, but have a lot of planning value.
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
We want YOU to join the PlanetScale Marketing team.
- Designers
- Video editors
- Field marketers
- AIX engineers
- Devrels
- anyone cracked that lives in SF and wants to pitch themselves
Get in here!!
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
software dev job postings: up 21% from a year ago.
all jobs: up 3%.
still 22% below feb 2020 though.
tech is thawing. it's not 2021.
set alerts, apply early, message the hiring manager.
i break these numbers down weekly: taylor.sites.tab.bot/?utm_so…
Does your employer offer an ESPP (Employee Stock Purchase Program)?
If it does and you're not maxing it out, you're leaving money on the table.
How much?
That depends on how your ESPP is structured.
An employee stock purchase plan allows you to purchase company stock at a discount. Sometimes I've seen it be only 5%, but the maximum allowed is 15%.
Another critical difference between ESPP is when that discount is calculated.
The best version has a lookback that allows you to lock in a lower price if the value at the beginning of the offering period is lower than the price at the end of the period.
Here's an example: Jan 1st price of $20, July 1st price of $30. If you receive a 15% discount at $20, then the price you pay is $17 per share when it's valued at $30. That's a 76% rate of return.
Without the lookback, the discount is always priced at the ending value of the offering period. So same example as above, but the purchase price is $25.50 and the rate of return is 17.6% (notice it's actually better than 15%)
Stay tuned for details on the tax impacts of your ESPP, as this is long enough. 🤣
✂️ Jamming Her Way Into Tech with Roxy Rodriguez-Becker
Roxy is a career changer. In this clip, you'll see why tech wasn't her first career choice and the motivation to pivot.
Catch the full episode in the comments⬇️
🚨Awesome guest alert 🚨
🎧 Jamming Her Way Into Tech With @RoxanaCodes
Discover how this powerhouse mom of three transitioned into tech, built an impactful tool for her community, and now supports the dev community and travels the world!
levelupfinancialplanning.com…
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
VapiCon is coming up fast and I have free tickets to share with the dev community.
DM me and tell me something you are building with voice and I'll give you a 100% discount code
*Disclaimer: Idid not harm anyone on the marketing team to get this code for yall
One of the best investments you can ever make is in yourself.
Luke CFP®️(He/Him) Tech Fee Only Financial Planner retweeted
If your manager sucks, you need to hear this ‼️