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Luke @ Level Up Financial Planning

@luketechfinplanner.bsky.social
174 followers 125 following 98 posts
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Reposted by Luke @ Level Up Financial Planning
Veni Kunche @veni.dev · 30/06/2025
One Project is looking for a Full Stack Product Engineer! They are looking for someone who has experience building scalable, modern web applications with React, Next.js, and TypeScript from end to end and has familiarity with relational databases.
jobs.diversifytech.com
Diversify Tech | Full Stack Product Engineer @ One Project
Applicants need to be legally allowed to work in the US, Denmark, Sweden, or UK.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 27/06/2025
www.levelupfinancialplanning.com/balancing-yo...
levelupfinancialplanning.com
Balancing Your Tech Career & Parenthood w/ Rizel Scarlett * Level Up Financial Planning
https://youtu.be/e1TEmeEuQRs Career Transition into Tech Rizel Scarlett shared her journey into the tech industry, which began in 2016. Initially, she faced financial challenges as an undocumented imm...
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 27/06/2025
🎥🎧📎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 👇
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 19/05/2025
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?
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 19/05/2025
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?" rpst.page.link/joNc Make informed decisions with confidence! 💰 #Tech #PersonalFinance #Bootcamp #401k
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 09/05/2025
www.levelupfinancialplanning.com/why-your-fin...
levelupfinancialplanning.com
Why Your Finances Are Better Than You Think * Level Up Financial Planning
https://youtu.be/UfWhaD8uQQ0 Feeling like you’re stuck living paycheck to paycheck? 🤔  Join Lucas Casarez, tech financial planner, as he dives into the hidden financial wins you might be overlooking! ...
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 09/05/2025
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
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 08/05/2025
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
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/05/2025
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! rpst.page.link/Mz6G
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
Renting might be a better long-term option, but it's good to know what your options are, especially if homeownership is a goal of yours.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
Be realistic about what you can actually afford. Start there, and don't worry about it not being perfect. It's all about starting somewhere! Every big goal has a starting point.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
Making it your own is part of the fun! You can always remodel and upgrade later. Equity can help down the road. Owning a home for a while can build equity, which helps when you want to move to a bigger place.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
Do you really need all the fancy stuff right away? Does it need to be super huge or have a gourmet kitchen? Do you really need a 3-bedroom, 4-bedroom, or mansion right out of the gate?
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
Housing costs are up since I launched Level Up in 2017, but that doesn't mean it's automatically out of reach for you. Maybe you need to adjust your expectations. That first house doesn't need to have everything you want. 🤯
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 29/04/2025
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.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 15/04/2025
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. 😱
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 10/04/2025
Tech folks have unique tax opportunities to move things around and get more benefit for doing the same thing cash flow wise. Teaching clients tax efficient strategies is so fun! 🤩
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/04/2025
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! 🌟 rpst.page.link/sUcF
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 04/04/2025
Questions about your investments? I'm going to be going live to share thoughts on recent investment volatility. You can tune in on my YouTube, LinkedIn, or Facebook.
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Reposted by Luke @ Level Up Financial Planning
Diversify Tech @diversifytech.com · 03/02/2025
Our newsletter for students from underrepresented groups is out! ✨ Internships from Asana, KBR and Honda 👩‍🎓 Early-career roles from Molina, Align, and Stripe 🎒 New remote SWE opportunity for Non-traditional Talent at Grafana Labs buff.ly/3PZ2j5Z #DiversifyTech
buff.ly
Student Edition Issue #189
Connecting underrepresented students in tech with career opportunities
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Reposted by Luke @ Level Up Financial Planning
Danny Thompson @dthompsondev.bsky.social · 29/01/2025
Today I am finding out people have already bought their PLANE TICKETS FOR THE COMMIT YOUR CODE CONFERENCE 2025?!?!? WHAAAAAT? We haven't even put the tickets for the conference on sale yet 😭 I guess this year is definitely going to be bigger.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 24/01/2025
Fun client announcements & helping people beyond what they originally expected is super rewarding & I just feel like the luckiest guy. Add that to my awesome family & I'm just loving life daily Recent news: Engagements x3, new jobs x3, teaching client's children about finances!
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 24/01/2025
I love the work I do. I'm super thankful for the winding path, from my teller days, personal banking, even working for a sleazy annuity sales guy, and falling into serving tech professionals, before finally launching my own vision for how financial planning should be.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 22/01/2025
Run arounds are such a pain. Godspeed! 🤣
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 22/01/2025
Excited to get signed up when it's ready. I had to go back to my old tool on a month by month basis until you're ready to open the gates. 🤣
media.tenor.com
a man in a suit and tie is running down a sidewalk with the words let me in written on it .
Alt: a man in a suit and tie is running down a sidewalk with the words let me in written on it .
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 17/01/2025
You are still rolling out access right? I’ve been keeping my eyes peeled to sign up.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 17/01/2025
Are you not built to work for 40+ years? I’ll be recording a podcast on what you can do to set yourself up for early retirement.
media.tenor.com
a sign that says coming soon is lit up with lights .
ALT: a sign that says coming soon is lit up with lights .
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 16/01/2025
Do you have any other tax questions?
media.tenor.com
a man in a suit and tie is sitting on a couch and asking for any more questions
Alt: a man in a suit and tie is sitting on a couch and asking for any more questions
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 16/01/2025
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.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 16/01/2025
RSUs similar to your bonuses and commissions will normally have taxes withheld at the Federal Supplemental Wage rate of 22% BUT.... that may not be the correct tax withholding It is your marginal tax rate, the tax bracket that your RSUs that fall into that will be your tax rate
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 16/01/2025
Tax Season Pop Quiz for those of you with RSUs. How much taxes will you owe on your Restricted Stock Units (RSUs) when they vest? Answer in the comments, but don't peek. 🫣 A. 10% B. 22% C. My Marginal Tax Rate D. My Effective Tax Rate
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 16/01/2025
Back during Covid we had two kids a year a part and when our neighbors saw us after not seeing us much in years they were like wtf 😳 I’m going to need an update of some sort before kid two shows up or we ain’t really friends anymore 🤣
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 15/01/2025
The golden handcuffs are finally off! Never been so happy to receive an email from a client to update me they’ve been laid off. This is a client that’s ready and prepared for retirement and wasn’t enjoying their role so it’s something we’ve been crossing our fingers for.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 14/01/2025
Advanced tax strategies come into play if you have employer stock and have the ability to do “backdoor” Roth contributions!
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 14/01/2025
Excited for crazy tax season. It’s not the most fun thing ever, but I just enjoy the grind of knocking them out and counting them down until they’re 100% completed. If you feel you’re not saving enough on your taxes consider HSA, Dependent FSAs, and retirement contributions.
media.tenor.com
a cartoon of a king and a snake with the words taxes written on the bottom
ALT: a cartoon of a king and a snake with the words taxes written on the bottom
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 14/01/2025
I’ll have to try that. 🤣
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 14/01/2025
www.levelupfinancialplanning.com
levelupfinancialplanning.com
Fee Only Financial Planner for Tech Professionals * Level Up Financial Planning
Level Up Financial Planning is different than the typical financial planner. You and your goals are the single most important part of your plan.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 14/01/2025
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?
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Reposted by Luke @ Level Up Financial Planning
Jerome Hardaway @jeromehardaway.bsky.social · 13/01/2025
@vetswhocode.bsky.social is also on Youtube. Pushing more videos than ever this year! Goal is to own our work more! please subscribe! www.youtube.com/channel/UCk2...
youtube.com
#VetsWhoCode
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 10/01/2025
🎞️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
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Reposted by Luke @ Level Up Financial Planning
Natalie Davis is a giant now @codefreedomritr.bsky.social · 09/01/2025
If one of you super amazing, very experienced, have seen a lot of things go wrong with code, loves to mentor types wants to peek at my code and give me feedback, dms are open
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 09/01/2025
🎞️ Why Your Paycheck May Be Smaller This Month 💰😱 Yesterday I went live for the first episode of season 7! I refuse to pay Twitter Premium though so you'll want to follow me on LinkedIn or YouTube to catch the live episodes in the feature. youtu.be/L5YxQuo6ddk
youtu.be
Why Your Paycheck May Be Smaller This Month
YouTube video by Lucas Casarez Founder Level Up Financial Planning
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 09/01/2025
🎙️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
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Reposted by Luke @ Level Up Financial Planning
Diversify Tech @diversifytech.com · 09/01/2025
Wide Eye Creative is looking for a Senior Software Engineer I - II to help turn beautiful designs into stunning interactive experiences. @wideeyeco.bsky.social is a digital creative agency for purpose-driven organizations and changemakers. buff.ly/3C5xpp5
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 08/01/2025
We recently started playing Mario party with our kids and it brings back those same kind of good ol days feeling 🤣
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 08/01/2025
I loved Tekken back in the day. I don’t even think people played video games online the last time I played it though. It was just at friends houses all huddled around the same tv 🤣 old school!
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/01/2025
I was too but ran short on time to game and staying active so the VR helped knock both of those things out 🤣
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/01/2025
A different type of fighting game but have you heard of Thrill of the Fight 2? It’s VR boxing and it matches you up with real people so it’s fun to see the different styles folks throw at you.
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/01/2025
Excited for you!
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Luke @ Level Up Financial Planning @luketechfinplanner.bsky.social · 07/01/2025
Doesn’t hurt to stretch for what’s next. Maybe they’ll see you in that position and decide it’s worth investing in you now while you’re on the rise. My wife got rejected for exact matches to her previous roles then got an offer for a higher level and way higher pay. 🤷‍♂️
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