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20 Having Financial Confidence with Lucas Casarez

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Archived series ("Inactive feed" status)

When? This feed was archived on March 02, 2021 17:08 (3+ y ago). Last successful fetch was on May 21, 2020 20:05 (4+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 211686933 series 2112296
Content provided by Danielle Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danielle Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Having Financial Confidence

Lucas Casarez left his traditional financial advisor role to start his own financial planning firm that specializes in helping Gen X & Gen Y engineers and growing families increase their financial confidence.

Questions You'll Hear Today:

  1. Education is really expensive. Is it worth it?
  2. I'm pretty young, do I need to care about financial planning?
  3. Is work/life balance possible as an entrepreneur?
  4. How much money is enough?
  5. Should you start a business while starting a family?
  6. What has been the hardest thing to overcome as an entrepreneur?

Connect with Lucas Casarez:

Twitter: https://twitter.com/LukeCFPLevelUp

Facebook: https://www.facebook.com/levelupfinancialplanning/

Website: www.levelupfinancialplanning.com

Email: lucas@levelupfinancialplanning.com

Youtube: https://www.youtube.com/channel/UCOtU59OKUFSqJssbYr3X8hQ

LinkedIn: https://www.linkedin.com/in/lucas-casarez-cfp®-b47a6162/

Connect with Danielle Taylor:

Facebook: https://www.facebook.com/M2CEOPodcast

Website: M2CEO Podcast

Email: danielle@turnkeypodcast.com

Youtube: Youtube Channel

LinkedIn: Danielle Taylor Profile

Instagram: https://www.instagram.com/m2ceopodcast/

Show Notes by Show Producer: Jessie Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

66 episodes

Artwork
iconShare
 

Archived series ("Inactive feed" status)

When? This feed was archived on March 02, 2021 17:08 (3+ y ago). Last successful fetch was on May 21, 2020 20:05 (4+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 211686933 series 2112296
Content provided by Danielle Taylor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danielle Taylor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Having Financial Confidence

Lucas Casarez left his traditional financial advisor role to start his own financial planning firm that specializes in helping Gen X & Gen Y engineers and growing families increase their financial confidence.

Questions You'll Hear Today:

  1. Education is really expensive. Is it worth it?
  2. I'm pretty young, do I need to care about financial planning?
  3. Is work/life balance possible as an entrepreneur?
  4. How much money is enough?
  5. Should you start a business while starting a family?
  6. What has been the hardest thing to overcome as an entrepreneur?

Connect with Lucas Casarez:

Twitter: https://twitter.com/LukeCFPLevelUp

Facebook: https://www.facebook.com/levelupfinancialplanning/

Website: www.levelupfinancialplanning.com

Email: lucas@levelupfinancialplanning.com

Youtube: https://www.youtube.com/channel/UCOtU59OKUFSqJssbYr3X8hQ

LinkedIn: https://www.linkedin.com/in/lucas-casarez-cfp®-b47a6162/

Connect with Danielle Taylor:

Facebook: https://www.facebook.com/M2CEOPodcast

Website: M2CEO Podcast

Email: danielle@turnkeypodcast.com

Youtube: Youtube Channel

LinkedIn: Danielle Taylor Profile

Instagram: https://www.instagram.com/m2ceopodcast/

Show Notes by Show Producer: Jessie Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

  continue reading

66 episodes

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