Personal Finance

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

May 19, 2021 Malcolm Ethridge 36:59 Comments Off

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,

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

April 21, 2021 Malcolm Ethridge 35:53 Comments Off

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,

8. The Return of the Retail Investor with Chris Hill

April 7, 2021 Malcolm Ethridge 37:13 Comments Off

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,

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

March 10, 2021 Malcolm Ethridge 42:08 Comments Off

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,

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

February 10, 2021 Malcolm Ethridge 46:43 Comments Off

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…