Avocado Toast Podcast
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.
info_outline #104 - Reviewing your Portfolio's Asset AllocationAvocado 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.
info_outline #103 - Accounting for Crypto TransactionsAvocado 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!
info_outline #102 - How to Prepare for an IPOAvocado 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.
info_outline #101 - Budgeting for Financial CurveballsAvocado Toast Podcast
In this episode Eric and Matt discuss how to work financial curveballs into your budget
info_outline #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!
info_outline #99 - Lifetime Tax PlanningAvocado 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!
info_outline #98 - Bitcoin ETFsAvocado 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!
info_outline #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!
info_outline #96 - Expiration of the Tax Cuts and Jobs ActAvocado Toast Podcast
In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026.
info_outlineLet's face it - No one* ever became rich skipping out on that daily latte, buying generic instead of brand name, skipping the Avocado Toast for breakfast, or any one of the myriad of financial advice "tips" you may encounter on the Internet.
On the Avocado Toast Podcast - We try to capture the big ticket items that can make a meaningful impact to your financial health and well being in our RETIRE podcast series. But the #1 tool you have to increase your long-term wealth for most HENRYs is your EARNING POWER. In this episode Eric and Matt focus on helpful tips for increasing the top line - how to drive your current of future earning power higher to help you achieve your financial goals.
*Ok, maybe there are a few disciplined misers out there