If there’s one thing I love to do, it’s to negotiate. I know it can be intimidating and sometimes scary, but I tend to see it as a game. I’ve negotiated every single job offer I’ve received—some successfully, and others not so much—as well as various car, house, and other purchases. I am by no…
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You may or may not have heard of a Mega Backdoor Roth, but they are becoming increasingly common, especially in the tech world. Often confused with a Backdoor Roth IRA contribution or a Roth 401(k) contribution, this strategy, while sharing similarities with both, is unique for a few reasons. STANDARD 401(K) REVIEW First, let’s review…
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When you think of the founder of a tech company, your mind tends to immediately picture an engineer in a hoodie hunched over a laptop coding into the wee hours of the night. But for the founders of some of the largest tech companies that you know and l…
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According to a study by Rutgers Institute, 24% of male employees hold employer stock options while only 17% of female employees do. Looking at it from a dollars and cents perspective, in 2018, the average value of a stock option for a male employee wa…
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There are ways that you can access the value of your concentrated stock positions and avoid the huge tax bill. In this episode, Malcolm Ethridge sits down with Anthony LoBalbo, regional manager with Schwab Bank,
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Taxes are something that we will never be able to fully avoid, so it is imperative that we understand how they are going to impact all aspects of our finances, and prepare to manage them to pay as little as possible. In this episode,
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Oftentimes, there is a significant gap between the information that companies who offer stock based comp to their employees think they are providing versus the amount of information those employees feel that they receive.
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Your equity compensation can have an outsized impact on your overall portfolio, so it is key to set your strategy ahead of time and find tools that will help you stick to your plan to diversify. In this episode,
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Navigating the world of equity compensation can be intimidating, but it doesn’t have to. As a participant in an equity compensation plan, a good place to start is by getting acquainted with your plan document and its various terms and conditions.
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Have you ever wondered why you make the financial decisions you make? Or what has influenced your relationship with money? In this episode, Malcolm Ethridge is joined by Dr. Preston Cherry, president elect of the Financial Therapy Association and found…
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The COVID-19 Pandemic has had a lot of impacts on how people interact with their money. Will these changes stick around forever? In this episode, Malcolm Ethridge is joined with Liz Weston, personal finance expert and senior writer for NerdWallet,
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What else exists that you could be investing your dollars into, other than traditional investments? How about a franchise, real-estate or even cryptocurrency? In this episode, Malcolm Ethridge is joined by Patrick Hagen,
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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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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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