Personal Finance

24. Founding a Tech Company with a Background as a Marketer with Hassan Riggs

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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23. The Gender Pay Gap Around Equity Compensation with Brooke Harley

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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21. Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo

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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20. Managing the Tax Implications of Your Employer Stock and Options with Megan Gorman

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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19. Financial Planning Rules that Everyone With Employer Stock & Options Need to Know with Bruce Brumberg

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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18. The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer

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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17. The Basics of Equity Compensation with Amy Reback

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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16. Financial Therapy vs Financial Planning with guest Dr. Preston Cherry

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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15. Trends in Personal Finance Brought on by the COVID-19 Pandemic with Liz Weston

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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14. Investing in Alternative Assets Through Self-Directed IRAs with Patrick Hagen

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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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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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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