The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. It can be hard to keep up.  In this episode, Malcolm Ethridge speaks with Aaron Wollner, the Chief Marketing Officer of Quontic. They discuss how Quontic is changing the narrative of traditional banking by … Continue reading 53. The Evolution Of Contactless Payments With Aaron Wollner →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

While they may sound like the same thing to those outside of the financial services profession, there are several key differences between the terms tax planning, and tax preparation. In short, one takes place once per year and is more transactional in nature, while the other likely happens multiple times each year in stages and … Continue reading 52. Tax Planning vs Tax Preparation with Christina Lael →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

Women in tech often face unique financial planning challenges that are not usually taken into account by traditional financial advice firms or FinTech solutions. For women working in tech, it can be hard to find a financial planner who understands the nuances of the gender pay gap and its limits on taking risks, the need … Continue reading 51. Managing Your Finances as a Woman Working in Tech with Danika Waddell →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

If you are a person who is paid in restricted stock units each year, it’s important that you develop a plan for how and when you will convert those shares into actual dollars well before they actually vest. Doing so will help to ensure that no matter what direction the markets move over time, you … Continue reading 50. Creating A Plan For Your Restricted Stock Units →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving. And in exchange, the IRS allows you to realize the entirety of the donation in the year it is made; regardless of how many years it might take you to actually distribute those dollars … Continue reading 49. Using Technology To Improve Charitable Giving With Adam Nash →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

How many times have you had an idea for something that you thought should exist in the world, but never actually pursued the thought much further than that initial moment of inspiration, only to see someone else promoting that very same product on Instagram a few months later, and all you could do was kick … Continue reading 48. Protecting and Profiting from Your Intellectual Property with Toni Moore →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

If there’s one thing we all have in common, regardless of age, gender, profession, or socio-economic status, it’s a good deal. And one thing many of us love to be able to say that we got a good deal on is travel. In fact, some of us love to brag about the deal we received … Continue reading 47. Using Technology to Land Travel Deals on a Budget with Alex Simon →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

Receiving a financial windfall, such as winning the lottery, may seem glamorous to those of us who never have. Still, even if half of the news articles or TV shows covering lottery winners are accurate, it may not be all that it’s cracked up to be. While winning the lottery is a bit of a … Continue reading 46. How to Plan for a Financial Windfall with Susan Bradley →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

The Great Resignation may have tipped the scales, but the underlying sentiment of dissatisfaction among workers of all ages and demographics, representing companies and industries across the board, had been brewing underneath the surface for some time. Whether it’s the multiple attempts to unionize, rallies and protests outside of corporate headquarters, or the class action … Continue reading 45. The Positives Of The Great Resignation with Matthieu Silberstein →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

You’ll often hear about companies and their founders who made the decision to pivot from their initial big idea that wasn’t quite working right, to something else that ended up being the best thing that ever happened to them. Take Facebook for instance, which got its start as a silly website used by college kids … Continue reading 44. How To Know When To Pivot With Donald Boone →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com