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Latest Episodes:

Tech Money Podcast: Can You Include Cash for Renovations Into Your Loan if You’re Buying a Fixer Upper? Dec 01, 2021

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In this competitive market, buyers are having to be flexible in what they want and are willing to accept in their new homes. That house with the worn floors or dated bathroom that may have been a disqualifier in years past is now receiving multiple competing offers from buyers looking to escape the city center … Continue reading [Bonus Episode] Office Hours: Can You Include Cash for Renovations Into Your Loan if You’re Buying a Fixer Upper? →

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Untapped Career Opportunities in Technical Sales with Ryan Jones Nov 24, 2021

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In a sales role, you are responsible for your own success. You get the opportunity to make your own schedule, meet interesting people and travel to new places. However, a role in sales might not always be easy. In this episode, Malcolm Ethridge is joined by Ryan Jones, enterprise sales director for Microsoft, as they … Continue reading 25. Untapped Career Opportunities in Technical Sales with Ryan Jones →

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Founding a Tech Company with a Background as a Marketer with Hassan Riggs Nov 10, 2021

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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 love, this isn’t the case. It is … Continue reading 24. Founding a Tech Company with a Background as a Marketer with Hassan Riggs →

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Tech Money Podcast: Closing The Gender Pay Gap in Equity Compensation with Brooke Harley Oct 27, 2021

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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 was $104,902 compared to $26,361 for a woman. These staggering numbers … Continue reading

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

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Answering Your Questions Oct 13, 2021

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We have been at this podcast for a while now, and are constantly bringing you new topics that relate to your personal finances. With that, comes a lot of listener questions; we are sure that there are lots of people who are questioning the same things. We encourage you to send in your questions and … Continue reading 22. Answering Your Questions →

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo Sep 29, 2021

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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, as they discuss the securities backed line of credit. Malcolm and Anthony discuss how it works and how you could … Continue reading 21. Accessing the Value of Your Concentrated Stock Position with Anthony LoBalbo →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Managing the Tax Implications of Your Employer Stock and Options with Megan Gorman Sep 15, 2021

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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, 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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Financial Planning Rules that Everyone With Employer Stock & Options Need to Know with Bruce Brumberg Sep 01, 2021

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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. 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 →

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Tech Money Podcast: The Importance of Diversification When Managing Your Employer Stock & Options with Bill Dillhoefer Aug 18, 2021

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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, 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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: The Basics of Equity Compensation with Amy Reback Aug 04, 2021

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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. 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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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