Ep 114 – Exploring Alternative Investment Options with Malcolm Ethridge

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The Alternative Investing Advantage Learn how to take control and give yourself the freedom to choose where you invest your money

This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Malcolm Ethridge for a discussion on alternative investment options. Malcolm is a seasoned Financial Advisor, Executive Vice President of CIC Wealth, and host of The Tech Money Podcast.

During this episode, Malcolm discusses the importance of alternative investment options, emphasizing that one size doesn’t fit all and there are several ways of investing. He explains the difference between investing for retirement versus financial independence. Malcolm goes over franchise investments and the skepticism surrounding crypto investments and their potential risks. Additionally, he touches on the level of apathy towards the IRA and taxes.

Learn more about alternative investment options.

Do you want to be a guest on the Alternative Investing Advantage? Contact us.

About Our Guest Malcolm Ethridgeheadshot of malcolm ethridge

Malcolm Ethridge is an Executive Vice President at CIC Wealth Management, based in the Washington, D.C. area. As a Certified Financial Planner (CFP®), Malcolm’s areas of expertise include retirement planning, investment portfolio development, insurance, equity compensation and other executive benefits. He leverages that expertise to help senior managers and executives in technology make sense of some of the most complex financial situations that working professionals tend to face. As fiduciary financial advisors, Malcolm and his planning team are not in the business of selling products. They offer their clients honest, unbiased advice for a reasonable fee.

About Our Host Alex Perny, CISP

Headshot of Alex Perny

Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.

For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.