20 episodes

This is the show where all things technology and personal finance collide. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as budgeting, investing, tax planning, stock options, real estate, and insurance (just to name a few) more accessible to the tech community. Once referred to as the "Stuart Scott of personal finance," Malcolm's approach is both relatable and entertaining for audiences of all ages and experience levels.

The Tech Money Podcast Malcolm Ethridge

    • Business

This is the show where all things technology and personal finance collide. Hosted by CERTIFIED FINANCIAL PLANNER™, speaker, blogger, and self-proclaimed personal finance nerd Malcolm Ethridge, this show seeks to shake up the traditional approach to personal finance and make concepts such as budgeting, investing, tax planning, stock options, real estate, and insurance (just to name a few) more accessible to the tech community. Once referred to as the "Stuart Scott of personal finance," Malcolm's approach is both relatable and entertaining for audiences of all ages and experience levels.

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

    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, Malcolm Ethridge is joined by Megan Gorman, founder and managing partner … Continue reading 20. Managing the Tax Implications of Your Employer Stock and Options with Megan Gorman →

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

    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. And this information gap  can make it hard to know which end is up. In this episode, Malcolm Ethridge is joined … Continue reading 19. Financial Planning Rules that Everyone With Employer Stock & Options Need to Know with Bruce Brumberg →

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

    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, Malcolm Ethridge sits down with Bill Dillhoefer, CEO of Net Worth Strategies Inc, as they discuss … Continue reading 18. The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer →

    • 41 min
    17. The Basics of Equity Compensation with Amy Reback

    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. In this episode, Malcolm Ethridge is joined by Amy Reback, head of Charles Schwab … Continue reading 17. The Basics of Equity Compensation with Amy Reback →

    • 33 min
    16. Financial Therapy vs Financial Planning with guest Dr. Preston Cherry

    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 founder of Concurrent Financial planning , as they unpack the key differences between financial therapy and … Continue reading 16. Financial Therapy vs Financial Planning with guest Dr. Preston Cherry →

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

    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, as they talk about some of the major influences the COVID-19 pandemic has had on … Continue reading 15. Trends in Personal Finance Brought on by the COVID-19 Pandemic with Liz Weston →

    • 45 min

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