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Latest Episodes:

Tech Money Podcast: Financial Therapy vs Financial Planning with guest Dr. Preston Cherry Jul 21, 2021

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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 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 →

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Trends in Personal Finance Brought on by the COVID-19 Pandemic with Liz Weston Jul 14, 2021

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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, 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 →

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Investing in Alternative Assets Through Self-Directed IRAs with Patrick Hagen Jul 07, 2021

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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, national director of business development with Strata Trust. The duo discuss alternative investments through self-directed IRAs along with the advantages of using … Continue reading 14. Investing in Alternative Assets Through Self-Directed IRAs with Patrick Hagen →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Building Generational Wealth Through Proper Estate Planning with Elsa W. Smith Jun 23, 2021

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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. Smith, founder of the Law Offices of Elsa W. Smith, as … Continue reading 13. Building Generational Wealth Through Proper Estate Planning with Elsa W. Smith →

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Tech Money Podcast: Your 401(k) Is Not Your Piggy Bank with Malcolm Ethridge Jun 02, 2021

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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 message he was getting across. Malcolm discusses why … Continue reading 12. Your 401(k) Is Not Your Piggy Bank with Malcolm Ethridge →

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Tech Money Podcast: Turning to Franchising as a Second Act with Boynton Weekes May 19, 2021

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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, from selecting the right concept, how to finance it, and how much time it really takes to own … Continue reading 11. Turning to Franchising as a Second Act with Boynton Weekes →

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Tech Money Podcast: From Basketball Superstar to Venture Capital Rookie with Alana Beard May 05, 2021

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Have you ever been curious what a basketball star does once they have left the game? In this episode, Malcolm Ethridge is joined by WNBA champion Alana Beard. Listen in as they discuss Alana’s journey to professional basketball and her recent pivot into Venture Capital. Alana shares which parts of her own personal journey have … Continue reading

10. From Basketball Superstar to Venture Capital Rookie with Alana Beard

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Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: The Ins and Outs of Donor Advised Funds with Mary Jovanovich Apr 21, 2021

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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, senior relationship manager with Schwab Charitable, as they dive into the

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Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: The Return of the Retail Investor with Chris Hill Apr 07, 2021

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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, Malcolm Ethridge is joined by the one and only Chris Hill, host of the Motley Fool … Continue reading 8. The Return of the Retail Investor with Chris Hill →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

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Tech Money Podcast: Performance Coaching to get you to the next level with Christy Rutherford Mar 24, 2021

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Have you ever experienced that “stuck” feeling in your career? Do you appear successful to everyone around you but have a hard time seeing it yourself? Have you ever wondered what performance coaching looks like? In this episode, Malcolm Ethridge is joined by Christy Rutherford, founder and CEO of Vision Finder International. Christy and Malcolm … Continue reading 7. Performance Coaching to get you to the next level with Christy Rutherford →

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Capital Area Tax Consultants - www.capgllc.com

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