Claim OwnershipAvocado Toast Podcast
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Description
The Avocado Toast Podcast was created to build a community of like-minded young professionals that collaborate and implement unbiased financial strategies to help them achieve financial independence.
We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
We want to make getting access to fiduciary advice simple and enjoyable. As HENRY’s ourselves we understand the fiscal challenges you may be facing and can share actionable steps to improve your financial well-being.
105 Episodes
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In this episode Eric and Matt give a broad overview of Life Planning and how it differs from traditional Financial Planning, and why you should consider working with a certified Life Planner.
In this episode Eric and Matt walk through some tips and tricks on reviewing your entire portfolio's asset allocation. Figure out how to determine what your allocation is across all your accounts and how you should think about your asset allocation and mix of investments.
In this solo episode Matt discusses some of the ways you should be preparing for how to account for your Crypto activity for tax season. Learn more today!
In this episode Eric and Matt discuss about how to prepare for an IPO for your company. Educate yourself on the process, get advice and avoid common mistakes.
In this episode Eric and Matt discuss how to work financial curveballs into your budget
In this episode Eric and Matt reflect on the Avocado Toast Podcast and their financial journey... Tune in today!
In this episode Eric and Matt discuss the important of continuous tax planning and why "lifetime tax planning" is something you should be thinking about. Listen to learn more!
In this episode Eric and Matt discuss the recent new on the new Bitcoin ETF... Should you own it? When is it appropriate? What are some pros and cons and risks and concerns? Tune in today!
In this episode Eric and Matt discuss one of the hugest tax breaks in the Tax Code, Section 1202 regarding the Exclusion for Qualified Small Business Stock or QSBS as it is known for short. This is a do not miss episode if you are a founder, business owner or early stage employee!
In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026.
In this solo episode Eric discusses some of the basic framework surrounding deferred compensation and some items to consider if you are eligible for a deferred compensation plan.
In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.
In this epsiode Eric and Matt discuss three different cash flow management techniques that you can use to improve your budgeting and cash flow position.
In this solo epsiode Matt discusses some techniques for year end tax planning!
In this solo episode Eric discusses the top 5 questions he receives a a financial planner.
In this solo episode Matt covers one of his favorite tax savings vehicles, the Donor Advised Fund or DAF for short. No amount is too small! Learn more in this episode today.
In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now!
Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the "Curveball" account.
In this episode Eric and Matt discuss the various phases of the startup life cycle, the common types of equity compensation at each stage, and ways to manage liquidity events.
In this episode Eric and Matt discuss the abundance of scams, fraud and ID theft and ways you can combat and help mitigate risk on these types of incidents!
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