Author

About the Author
Malcolm Ethridge is a CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd. His areas of expertise include retirement planning, investments, tax planning, insurance, equity compensation, and other executive benefits. He leverages that expertise to help senior managers and executives in tech make sense of some of the most complex financial situations that working professionals tend to face.

65. Understanding Your Investor Personality

In this episode, Malcolm Ethridge sits down with friend of the show, Chris Hill, to discuss ways to identify and develop your own investor personality. Chris reflects on some of his best and worst investing decisions over the years. And the pair share some of their own rules for determining which stocks to buy and…

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63. The Importance of Managing Your Own Personal Finances as a Founder

As a founder, it can be challenging to know when to make the shift from pouring every dollar you have into getting your startup off the ground to taking a few chips off the table to eventually paying yourself first. However,

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62. The Importance of Knowing Your Numbers as a Founder with Jason Ray

For startups, investors often put a lot of emphasis on cap tables. They want to see a diluted picture of equity ownership among you as a founder, any co-founders or partners, early investors, and key employees before they’ll seriously consider handing …

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61. Estate Planning for Concentrated Equity Positions with Aaron Rubin

Though it may seem like a very distant and high-class problem that only the super-wealthy among us will ever have to contend with, for many tech workers who have accumulated a significant sized stake in their employer,

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Performance Shares: The Future of Executive Compensation

Creating stock grants that base payouts for executive employees on more than just their continued employment has become the new norm for a growing number of companies. These special stock grants are known as performance shares, and nowadays tech workers who reach executive status are more likely to receive grants of performance share units (PSUs)…

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60. The Ins and Outs of Crypto Taxes with Micah Fraim

As anyone who has ever bought and sold any sort of digital asset in the last couple years can attest, the rules and regulations around reporting those transactions to the IRS can be very fuzzy. Coupled with the lack of information made available by the…

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59. Stock Options Trading 101 with Todd Rampe

A stock option is the right to buy a specific number of shares of either a stock or an index at a preset price. These options allow traders to speculate on the directional performance of a stock or index without owning the shares outright.

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58. The Importance of Mentorship as a Founder with Ron Bauer

In the simplest terms, a mentor is anyone who possesses more experience and knowledge than you in a given industry. They have skills you want to master in order to thrive. And you’d rather lean on their experience and expertise and learn from their mis…

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57. The Importance of Building Your Network in Real Life with Nick Gray

We’ve all heard the popular saying “it’s not what you know, but who you know.” But when you hear the word “networking,” how many of the feelings that start to bubble up are negative ones, such as anxiety, discomfort, and maybe even fear?

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https://tech-money.com/podcast-player/2977/57.mp3

56. Using Technology to Invest in Precious Metals With Patrick Yip

Historically, gold and other precious metals have been how we trade with one another across borders and globally. Gold bars were the original store value before there was such a thing as the US dollar. The gold standard was so consistent in its ability…

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55. Using Technology to Accelerate Your Influence as a Founder With Mark Lachance

One of the biggest problems that need to be solved almost immediately after launch is making some noise to let the public know you and your product or service exist. If not, no matter how good that product or service is,

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54. Making Room for Your Startup In A Crowded Space With Desmond Wiggan

For those who have thought of an idea for a tech startup in a crowded space, it can be tempting to think that your idea must be completely brand new and inventive. Especially when you consider the seemingly ubiquitous announcements that so-and-so big n…

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53. The Evolution Of Contactless Payments With Aaron Wollner

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up.  In this episode, Malcolm Ethridge speaks with Aaron Wollner,

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52. Tax Planning vs Tax Preparation with Christina Lael

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in …

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