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#54 - First Step Cash Management Program

Avocado Toast Podcast

Release Date: 10/26/2021

#104 - Reviewing your Portfolio's Asset Allocation show art #104 - Reviewing your Portfolio's Asset Allocation

Avocado Toast Podcast

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.

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#103 - Accounting for Crypto Transactions show art #103 - Accounting for Crypto Transactions

Avocado Toast Podcast

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!

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#102 - How to Prepare for an IPO show art #102 - How to Prepare for an IPO

Avocado Toast Podcast

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.

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#101 - Budgeting for Financial Curveballs show art #101 - Budgeting for Financial Curveballs

Avocado Toast Podcast

In this episode Eric and Matt discuss how to work financial curveballs into your budget

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#100 - 100th Episode! show art #100 - 100th Episode!

Avocado Toast Podcast

In this episode Eric and Matt reflect on the Avocado Toast Podcast and their financial journey... Tune in today!

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#99 - Lifetime Tax Planning show art #99 - Lifetime Tax Planning

Avocado Toast Podcast

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!

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#98 - Bitcoin ETFs show art #98 - Bitcoin ETFs

Avocado Toast Podcast

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!

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#97 - Qualified Small Business Stock (QSBS) show art #97 - Qualified Small Business Stock (QSBS)

Avocado Toast Podcast

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!

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#96 - Expiration of the Tax Cuts and Jobs Act show art #96 - Expiration of the Tax Cuts and Jobs Act

Avocado Toast Podcast

In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026.

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#95 - Deferred Compensation show art #95 - Deferred Compensation

Avocado Toast Podcast

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.

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More Episodes

In this episode discuss the "First Step Cash Management Program", an alternative to our 50/20/30 rule that was discussed in earlier episodes. If you are struggling with budgeting or just looking for different ways to do your cash flow planning, listen to this episode!