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.

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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51. Managing Your Finances as a Woman Working in Tech with Danika Waddell

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be hard to find a financial planner who understands the …

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50. Creating A Plan For Your Restricted Stock Units

If you are a person who is paid in restricted stock units each year, it’s important that you develop a plan for how and when you will convert those shares into actual dollars well before they actually vest.

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49. Using Technology To Improve Charitable Giving With Adam Nash

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving. And in exchange, the IRS allows you to realize the entirety of the donation in the year it is made; regardless of ho…

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48. Protecting and Profiting from Your Intellectual Property with Toni Moore

How many times have you had an idea for something that you thought should exist in the world, but never actually pursued the thought much further than that initial moment of inspiration, only to see someone else promoting that very same product on Inst…

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47. Using Technology to Land Travel Deals on a Budget with Alex Simon

If there’s one thing we all have in common, regardless of age, gender, profession, or socio-economic status, it’s a good deal. And one thing many of us love to be able to say that we got a good deal on is travel. In fact,

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46. How to Plan for a Financial Windfall with Susan Bradley

Receiving a financial windfall, such as winning the lottery, may seem glamorous to those of us who never have. Still, even if half of the news articles or TV shows covering lottery winners are accurate, it may not be all that it’s cracked up to be.

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What Happens to Your RSUs When You Retire?

While in the middle of your career and possibly raising a family—likely in your 30s, 40s or 50s—it can be challenging to plan for the day full-time employment is an option rather than a requirement. Nevertheless, it is important to keep in mind that the decisions you make during your pre-retirement years directly affect when…

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45. The Positives Of The Great Resignation with Matthieu Silberstein

The Great Resignation may have tipped the scales, but the underlying sentiment of dissatisfaction among workers of all ages and demographics, representing companies and industries across the board, had been brewing underneath the surface for some time….

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44. How To Know When To Pivot With Donald Boone

You’ll often hear about companies and their founders who made the decision to pivot from their initial big idea that wasn’t quite working right, to something else that ended up being the best thing that ever happened to them.

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ESPPs Become More Attractive in a Bear Market

For opportunistic investors, employer stock purchase plans (ESPPs) become more attractive in a bear market. This is because stocks are bought at an additional “discount” on top of the 15% price cut that is inherently built into the plan. ESPPs are employer-sponsored investment plans that allow employees to purchase company stock at a discounted price—typically…

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