Malcolm Ethridge

Either of these options is a great starting point and will help you gain broad exposure before adding on more specialized investments. #investing

While this group of taxpayers is generally more likely to benefit from itemizing deductions, this is not always the case. #taxes

It is a comprehensive blueprint that not only safeguards your financial assets from potential legal entanglements and unnecessary taxation. #EstatePlanning

One financial strategy that can significantly influence your lifestyle in retirement is paying off your home mortgage. #NCRetirementCenter

A self-directed IRA is a type of IRA that can hold various alternative investments typically prohibited from regular IRAs. #IRA #retire

This is one of the most common oversights among investors approaching retirement, and it could also be the costliest. #NCRetirementCenter

One aspect of retirement planning that is often overlooked is the importance of spending money on activities that bring joy. #NCRetirementCenter

Its core, financial independence is simply the ability to live comfortably without having to rely on someone else for your income. #financialindependence

Why investing in what matters to you as a business owner and to your business doesn’t always sacrifice an investment return. #entrepreneur

How to design a plan that keeps more of your money in your pocket and out of the hands of the IRS. #estateplanning #finance

Micah shares his knowledge about how crypto and NFTs are taxed, how to save money on taxes when investing in crypto. #taxes #crypto

Typically, people sell their homes when they move, taking the equity they’ve built in one house and applying it to the next. #rental #homeowner

The gold standard was so consistent in its ability to maintain its value through varying economic cycles that we backed up our dollars with it. #gold

As daunting as it might sound, blitzscaling your content creation can be done; especially with the use of social media. #advisors #socialmedia

If done right, there can also be room for those who have built a better mouse trap to enter into a crowded space and make a name for themselves. #business

The banking and payments industry is in a period of rapid change, with new technologies and services emerging all the time. #advisors #money #banking

There are several key differences between the terms tax planning, and tax preparation. #taxes #finance #investing

Women in tech face unique financial planning challenges that are not usually taken into account by traditional financial advice firms.

How to incorporate restricted stock shares into your overall financial plan, and managing restricted stocks. #stocks #finance #investor

A donor advised fund is simply a type of brokerage account, where contributions to it are specifically earmarked for charitable giving.

The various ways entrepreneurial minded creatives and inventors can protect and profit from their intellectual property. #business

If you are planning to convert your primary residence into a rental property, you should speak with a tax professional to discuss all of the implications.

The psychology behind the choices people make when they unexpectedly receive a large amount of money. #investing #money

The impact of the Great Resignation and discuss some of the key financial concepts that freelancers all need to know. #business

It may just be time to pivot your business (or your career), rather than persist blindly in the face of opposition. #business #success

Why prioritizing financial education helps make wealth building tools more accessible to everyone. #investors #finance #wealth

Twitter as a case about what happens to you as both an employee and an investor when the company you have an interest in suddenly goes private.

The ways our emotions often hurt us when it comes to managing our personal finances. #investing #finance  #investors

When it comes to your equity, every decision, whether it’s to do something with your shares, or to do nothing at all, comes with a tax consequence.

Unsure whether and how to ask for more equity when negotiating your new compensation package? #employment #equity #compensation

How NFTs are changing the narrative of the creative marketplace, and the potential impact NFTs have on ownership and artist royalties.

Farmland is actually considered to be one of the least volatile investment vehicles available, when compared to other asset classes. 

The importance that hiring a diverse board and executive team has on the success of Tech companies. #inclusion #technology #business

The risks and benefits of ROBS plans and how they allow you to use your retirement savings to fund your start-up. #entrepreneur

Your credit is important, and it is something that is going to either propel you toward or hold you back from financial independence. #finance

Life insurance salespeople are generally concerned with the amount of insurance a person has the capacity to pay for rather than the amount of coverage

There are ways that you can access the value of your concentrated stock positions and avoid the huge tax bill. #stocks #investing #finance

Some of the more technical factors that plan participants should consider before making decisions regarding their equity comp. #investors

Your equity compensation can have an outsized impact on your overall portfolio, so it is key to set your strategy ahead of time. 

Rules of thumb and other helpful information that every plan participant needs to know about their equity compensation. #finance

Have you ever wondered why you make the financial decisions you make? Or what has influenced your relationship with money?

What else exists that you could be investing your dollars into, other than traditional investments? #alternatives #investing #investor

Did you know that 70% of families lose their wealth by the second generation, and 90% lose wealth by the third? #estateplanning #wealth

When it comes to your 401(k) plan, you want to keep your hands off for as long as possible. #retirement #savings #401K #finance

A deep dive into all things franchising, from selecting the right concept, how to finance it, and how much time it really takes #franchising

Have you ever been curious what a basketball star does once they have left the game? #venturecapital #investor #basketball

Planning and saving for retirement as a one-income household presents its own unique challenges. #finance #savings #retirement

The benefits of using a Donor Advised Fund and how it can help you better track your charitable giving. #giving #donaradvisedfunds

Tune in to hear some advice from a seasoned veteran on how to be smart about making that first investment. #invesring #investor

Tune into this episode for advice and hear real life scenarios on ways to handle your taxation abroad. #taxes #finance #investor