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.

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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43. Keeping Younger Investors Engaged with Seth Wunder

Following the bursting of the dot com bubble in 2000 that stretched all the way into 2002, the American public developed this feeling that the stock market was rigged against them. And considering how many company insiders and those in the know on Wall…

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42. How To Negotiate For Better Compensation with Kwame Christian

In the past couple of years, much has been made of the so-called Great Resignation, and workers of all ages, demographics, and geography leaving their company for greener pastures, in the form of a substantial raise, signing bonus,

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How to Manage Your Emotions Around Your Equity in a Down Market

With the tech-heavy Nasdaq index down more than 25% so far this year, many tech employees worry that they are seeing a replay of the dot-com boom and bust of the late 1990s and early 2000s. And although those fears may be well-founded (there are certainly several similarities between now and then), since the financial…

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41. African-Americans’ Contribution to the Modern Internet (Part 2) with Albert White

***We’re bringing you part two of Malcolm’s conversation with Mr. Albert E. White about African-Americans’ lesser known contributions to the modern internet. *** Through the years, a small handful of individuals have all taken credit for bringing us wh…

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