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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

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

Capital Area Tax Consultants - www.capgllc.com

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

Capital Area Tax Consultants - www.capgllc.com

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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

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

Capital Area Tax Consultants - www.capgllc.com

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

Capital Area Tax Consultants - www.capgllc.com

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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com

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

Capital Area Tax Consultants - www.capgllc.com

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 →

Mentioned in this episode:

Capital Area Tax Consultants - www.capgllc.com

Capital Area Tax Consultants - www.capgllc.com