Techie Personal Finance Bootcamp

Paul Foley is the Colorado Capital Mobilization Director for RVC, Managing Director for Denver Angels, and the CEO of SmartCapital, a software that helps manage and run angel groups. He is also a member of the Colorado Blockchain Council focused on passing regulation to help innovative FinTech companies grow in Colorado. Prior to his current initiative, he co-founded and sold a tech startup Augur to BounceX.
We explore the following in this episode:

• Paul's roadmap to becoming an entrepreneur
• What is angel investing
• The value of mentorship
• Building teams
• Requirements to be an accredited investor.
• Colorado Capital Mobilization Project
• The role of education for accredited investors.
• Is angel investing a good fit for your startup?
• Networking with purpose
• Importance of just starting

https://coloradostartups.org/

https://www.rockiesventureclub.org/

https://www.linkedin.com/in/paulfoleylinkedin/

https://paulnfoley.com/meet
https://www.levelupfinancialplanning.com/techie-personal-finance-bootcamp-podcast/

Do you own a home with a ton of equity?

In this episode, I talk about the awesomeness of a Home Equity Line of Credit (HELOC).

I cover the pros, cons, and how they compare to other options that may be available to you.

Orlando shares his journey from finance, Peace Corp, back to finance and then breaking into tech by writing a jingle.
Despite having an MBA and finance background, it took him over 8 months to break into tech.
To stand out from the crowd, Orlando wrote Jingles and leveraged Twitter to directly connect with companies.
Orlando Gomez is a First-gen Mexican-American from Chicago's South Side. Parents are from Guanajuato and his Dad settled here as a steelworker after working the fields in California. He brought my mom over and I was born here.

Orlando received his Bachelor's in Business Management from Robert Morris University-Illinois in Chicago, then went to work at a Walmart store in Columbus, Ohio. He realized retail wasn't for me and soon after switched to finance. He received his investment licenses at Charles Schwab in Indianapolis, then moved back to Chicago to work in Private Wealth (Credit Suisse).

After private wealth, he joined the Peace Corps and lived in the sierra of Peru for two years advising small businesses, teaching youth entrepreneurship, leading financial literacy workshops, and starting a baseball little league.

He came back to the US and started business school at Tuck School of Business at Dartmouth and that eventually took him to Investment Banking in NYC (CS - Industrials).

The shift to WFH enabled him to return to Chicago where he set out to explore opportunities in Tech and eventually landed at Drift helping build out their Drift for Startups program
.

https://www.drift.com/startups/
https://twitter.com/OrlandoGomezzz
https://www.linkedin.com/in/orlandogomez13/

Justine is a UX/UI Designer and UI Developer on a mission to create a meaningful impact on people’s lives through her craft.

She was born and raised in the Philippines. In 2008, she and her family moved to Las Vegas, Nevada, where she attended the University of Nevada, Las Vegas, and received her B.S. in Entertainment Engineering and Design.

In the summer of 2012, she was accepted in the internship program at Cirque du Soleil, where she honed her skills as an Automation Technician at the show “The Beatles’ LOVE”. Shortly after her internship, she became a full-fledged Automation Technician for another Cirque show, “Mystere”.

She moved to Texas with her husband the following year so he could pursue his career as an officer of the US Army. During their stay there, she worked as an AutoCAD designer for a civil engineering firm in Temple, Texas.

They returned to Las Vegas in 2015, where she was once again able to pursue her career as an Automation Technician at Cirque. This time around, she worked at the show “KA”. She had a magical 3 years at the show, but the late nights and working on weekends and holidays made for a lifestyle that was not sustainable for her. So in 2018, she decided to pivot careers and pursue one that would allow her to chase both passions in art and technology, and that is UX Design.

Beyond her skills and experience in human-centered design and UI development, she possesses a drive for learning, creative problem solving, and making a difference in peoples' lives. Outside of her UX/UI work, she is a wife, a mother, and a writer. She also enjoys good food, good whiskey, good music, and puppies.

Summary of the interview topics:

• UX Design is humanizing technology
• Making a career change for balance.
• Navigating unemployment during COVID
• Having a job offer rescinded
• Getting clear on what you want in your career
• Importance of community support
• A designers advice for developers
• Normalizing balance
• Coping with Trauma
• The power to choose how we move forward
• Remember you are not alone

https://twitter.com/justinechlorine

John Marty has had a crazy career.
After starting his career as a young entrepreneur he found a lot of success. However, things changed rapidly and he was soon unemployed with no real prospects.
Listen to the episode to see how he reinvented himself and is now a Product Manager at Amazon and uses his experience to empower others through content on LinkedIn, YouTube, and public speaking.
We cover the following in the show.

• Navigating Entrepreneurship
• Struggling with Unemployment
• Asking Yourself Meaty Questions
• Learning Through Reading
• Coding Bootcamp while Hating Coding
• Making Bold Moves
• MBA Wasn’t Enough
• Leveraging the Power of LinkedIn
• Researching College and Career Path
• Investments in Property

The Happiness Hypothesis
Man's Search for Meaning
John's YouTube: Career Strategies to Land in Big Tech
LinkedIn Profile
Fee-Only Financial Planner Fort Collins, CO