The Confidence Curve w/ Malcolm Ethridge

In today's episode of The Weiss Investor, Kenny catches up with Malcolm Ethridge, an EVP at CIC Wealth, financial advisor and host of the Tech Money Podcast based in the Washington, D.C. area.

You’ve seen him on CNBC and Cheddar. Today, Malcolm dives into how he got started right out of college using his knowledge of Teachers Insurance and Annuity Association of America-College Retirement Equities Fund (TIAA) to help professors and academics plan their retirement.

After spending time at Merrill Lynch, now part of Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC), he came to prefer independent firms and makes his case for working with them, as well as the case for why podcasting is such an important part of the business.

Kenny and Malcom close out by digging into net unrealized appreciation (NUA) and qualified small business stock (QSBS), Peter Thiel, Elon Musk’s tweets, the latest with the Fed and preparing for turbulence. The advice they offer young people entering the industry is invaluable!

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Until next week,

The Weiss Ratings Team

Weiss Ratings