Luke CFP®️(He/Him) Tech FeeOnly Financial Planner

🌟New Episode 🎧🎥 6 Questions You Need to Ask Your Financial Planner Struggling to find the perfect financial advisor? 🤔 Ask these 6 essential questions to ensure you're getting the best fit for your needs. Available in both podcast or video form.

@SoniaBaschez I saw critics slamming it and wasn’t excited to check it out in theatres but we went over the weekend and everyone loved it. It was cool to see real people in the place of the animated characters.

It’s also heavily CGI, which many audiences align with AI compared to the practical effects used in The Odyssey and Project Hail Mary I’m more likely to spend money to see those in the theater and wait to see Moana streaming

@EarnWhere The communication skills you must have used to get another shot must be off the charts. 🤞 you make it to the championship rounds.

I absolutely bombed the first technical assessment for this job I really want. Like scored 32/100. I called the hiring manager and stated the case for those kind of assessments being bogus and not a signal for success for a developer/product owner in 2026. I convinced him to let me have another crack at it. Today, I had another assessment. One of their devs gave me a dataset and I used Codex to train a linear regression model on the data and then spun up a UI to help their users make sense of the results. While talking through my process and asking product questions the whole time. This should be the future of tech screenings, IMO. Now I hope I get to the final round.

@where_im_at 🤞

@LukeCFPLevelUp I guess I'll find out.

I’ve seen a crazy amount of posts about folks being laid off while on leave. I’ve also noticed a very common link of clients who’ve been laid off and who have had a leave in the last few years 🤔

if youre job hunting, register with 2 or 3 staffing firms this week. 66% of tech leaders are adding contract talent right now per robert half. contract-to-hire is quietly becoming the front door to perm jobs.

@SoniaBaschez Supposedly frozen berries might still be fine, but that was info I read last week so it may have changed.

horrible week for parents whose kids eat berries

Tech professional? Teacher? Doctor? Business Owner? Your career can shape your financial advice needs. Question #2 What Clients Do You Specialize in Serving? 🎙️📽️Catch all 6 questions to make sure you choose the best financial planner for you!

Where are the hiring managers who actually want ai-native builders? I got range. It’s hard to put into a neat box and I’m well aware. Thats been my strategy for being industry agnostic to plan for this builder moment (10+ yrs ago) I need find a new home to build in🏠

Speaker Spotlight: @RoxanaCodes Roxy's son was in the hospital. Nurses struggled with his feed rate math. So she built the tool herself. Families worldwide use it daily. She almost never shipped it. 52 days until CYC26. Tickets: commityourcode.com #CYC26

This is the only conference I know that gives 100% of proceeds to charity 🤯

I think folks usually only say that if there is a positive spin on why they did it. I left the financial planning firm I was at to launch my own business. The values and value was the main driver and the company didn’t fail but a lot of the poor decisions I saw the owner make I’ve heard through the grapevine that they course corrected over the years.

Did the school or company immediately go bankrupt after you "left"? If they are still standing, then how significant were you in the day to day operations that led to your departure and their continued existence?

I’m always curious about the reason behind people saying, “I left XYZ company” or "I dropped out of XYZ school". Are you saying you are better than everyone else who still works or studies there? What are we supposed to do with that information?

Listen to or watch all 6 questions you should ask when looking for a financial advisor. levelupfinancialplanning.com/6-questions-to…

Not all financial advisors are the same. Some don't put your best interest ahead of their own. 🤯 Question # 1: Are You A Fiduciary Discover the difference between fiduciary and suitability standards in our new podcast: 6 Questions You Need to Ask Your Financial Planner! 🎧🎥

@hey_amandam Definitely sad. The small batch we hunted down out here by us are only around for a couple of weeks and it's literally small pond marsh area.

@LukeCFPLevelUp Yeah, I def didn't see as many as an adult on the east coast either. I remember fields full of them as a kid tho

I miss the weirdest things since moving to SF. Add to the list... fireflies. Do y'all not have fireflies or do they come in a different season?

@jennyrozelle This is built into every financial strategy guide and one of the big things DIYers ignore because it makes their plan not look as good.

A sneaky and often overlooked threat to someone's estate or financial plan? The cost of long-term care.

Excited to hang with @RoxanaCodes and the @torcdotdev community today

Speaker Spotlight: @britheetechie Most teams write tests. Fewer write tests that catch bugs that matter. Briana builds a full BDD strategy across Spring Boot microservices. Kafka testing included. 53 days until CYC26. Tickets: commityourcode.com #CYC26

Speaker Spotlight: Alexey Inkin A camera watches your workout and counts your reps. No wearables. Alexey builds it live with MediaPipe. Pose detection to motion patterns. 53 days until CYC26. Tickets: commityourcode.com #CYC26