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#42 - Matt's Money Story

Avocado Toast Podcast

Release Date: 05/04/2021

#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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#94 - Investment Planning for 2024 and Beyond show art #94 - Investment Planning for 2024 and Beyond

Avocado Toast Podcast

In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.

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#93 - Three Cash Flow Management Techniques show art #93 - Three Cash Flow Management Techniques

Avocado Toast Podcast

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.

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#92 - Year End Tax Planning show art #92 - Year End Tax Planning

Avocado Toast Podcast

In this solo epsiode Matt discusses some techniques for year end tax planning!

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#91 - Top 5 Questions for Financial Planners show art #91 - Top 5 Questions for Financial Planners

Avocado Toast Podcast

In this solo episode Eric discusses the top 5 questions he receives a a financial planner.

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Everyone has a money story... your own experience learning about money, mistakes made and lessons learned. In this episode Matt discusses his money story and the valuable lessons learned.