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.

13. Building Generational Wealth Through Proper Estate Planning with Elsa W. Smith

Did you know that 70% of families lose their wealth by the second generation, and 90% lose wealth by the third?  There are actionable steps you could be taking to avoid this from happening. In this episode, Malcolm Ethridge sits down with Elsa W.

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12. Your 401(k) Is Not Your Piggy Bank – with Malcolm Ethridge

When it comes to your 401(k) plan, you want to keep your hands off for as long as possible. The longer those funds can compound and grow, the better. In this episode, Malcolm Ethridge speaks about his recent blog that left a few people uneasy about the…

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11. Turning to Franchising as a Second Act – with Boynton Weekes

The world of franchising includes more than just fast food In this episode, Malcolm Ethridge is joined by Boynton Weekes, a franchise business consultant with FranNet. Malcolm and Boynton take a deep dive into all things franchising,

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10. From Basketball Superstar to Venture Capital Rookie with Alana Beard

Have you ever been curious what a basketball star does once they have left the game?  In this episode, Malcolm Ethridge is joined by WNBA champion Alana Beard. Listen in as they discuss Alana’s journey to professional basketball and her recent pivot in…

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9. The Ins and Outs of Donor Advised Funds with Mary Jovanovich

When it comes to charitable giving, there’s more to it than simply writing a check to a few non-profit organizations near the end of the year and claiming a tax deduction. In this episode, Malcolm Ethridge is joined by Mary Jovanovich,

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8. The Return of the Retail Investor with Chris Hill

Since the onset of the pandemic, we have seen a renewed interest in the markets from so-called retail investors – otherwise known as Mom-and-Pop or Main Street investors.  What does this mean for the markets long-term? In this episode,

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7. Performance Coaching to Get You to the Next Level with Christy Rutherford

Have you ever experienced that “stuck” feeling in your career? Do you appear successful to everyone around you but have a hard time seeing it yourself? Have you ever wondered what performance coaching looks like? In this episode,

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6. Key Tax Considerations for Americans Working Abroad with Katrina Haynes

When given an assignment to work abroad, thinking about taxes and where you owe them can be the last thing on your mind. In this episode, Malcolm is joined by Katrina Haynes, international tax expert and founder of Haynes and Associates,

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5. From Employee to Employer with Calvin Williams

Some say entrepreneurship is the new job security. We aim to explore what entrepreneurship looks like first hand and what it takes to be successful. In this episode, Malcolm is joined by Calvin Williams, CEO of Freeman Capital,

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4. It’s Tax Time. Should You DIY or Hire a Pro with Erica James

Do you dread the time of year when you have to file your taxes? Do you feel overwhelmed about how to file or all of the information you need?  In this episode, Malcolm Ethridge is joined with Erica James, Manager and Client Advisor at SBSB Financial Ad…

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3. Are You Asking the Right Questions of Your Financial Advisor with Malcolm Hodge

Are you asking the right questions for yourself and your financial goals? When you first begin looking for a financial advisor, there are some things you should be asking yourself. In this episode, Malcolm Ethridge is joined by Malcolm Hodge,

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2. Is Now the Time for Crypto with Samson Williams

Everyone is saying now is the time to buy cryptocurrency. Is it something you should invest in? In this episode, Malcolm is joined by Samson Williams, a professor and world renowned speaker on FinTech, Blockchain, and cryptocurrency.

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Episode 1 – Meet Your Tech Money Podcast host Malcolm Ethridge

Welcome to the Tech Money Podcast, where all things tech and personal finance collide In this premiere episode, Malcolm Ethridge kicks off his podcast by sharing how he got into financial services and who he enjoys working with.

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