Avocado Toast Podcast

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.

#105 - Intro to Life Planning 04/23/2024

#105 - Intro to Life Planning 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. /episode/index/show/avotoast/id/30661248

#104 - Reviewing your Portfolio's Asset Allocation 04/16/2024

#104 - Reviewing your Portfolio's Asset Allocation 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. /episode/index/show/avotoast/id/30661223

#103 - Accounting for Crypto Transactions 04/09/2024

#103 - Accounting for Crypto Transactions 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! /episode/index/show/avotoast/id/30661158

#102 - How to Prepare for an IPO 04/03/2024

#102 - How to Prepare for an IPO 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. /episode/index/show/avotoast/id/30661138

#101 - Budgeting for Financial Curveballs 02/27/2024

#101 - Budgeting for Financial Curveballs In this episode Eric and Matt discuss how to work financial curveballs into your budget /episode/index/show/avotoast/id/30034388

#100 - 100th Episode! 02/20/2024

#100 - 100th Episode! In this episode Eric and Matt reflect on the Avocado Toast Podcast and their financial journey... Tune in today! /episode/index/show/avotoast/id/30034338

#99 - Lifetime Tax Planning 02/13/2024

#99 - Lifetime Tax Planning 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! /episode/index/show/avotoast/id/29632923

#98 - Bitcoin ETFs 02/06/2024

#98 - Bitcoin ETFs 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! /episode/index/show/avotoast/id/29632893

#97 - Qualified Small Business Stock (QSBS) 01/30/2024

#97 - Qualified Small Business Stock (QSBS) 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! /episode/index/show/avotoast/id/29632843

#96 - Expiration of the Tax Cuts and Jobs Act 01/24/2024

#96 - Expiration of the Tax Cuts and Jobs Act In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026. /episode/index/show/avotoast/id/29632793

#95 - Deferred Compensation 01/16/2024

#95 - Deferred Compensation 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. /episode/index/show/avotoast/id/29187578

#94 - Investment Planning for 2024 and Beyond 01/09/2024

#94 - Investment Planning for 2024 and Beyond In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024. /episode/index/show/avotoast/id/29187538

#93 - Three Cash Flow Management Techniques 01/02/2024

#93 - Three Cash Flow Management Techniques 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. /episode/index/show/avotoast/id/29187353

#92 - Year End Tax Planning 12/26/2023

#92 - Year End Tax Planning In this solo epsiode Matt discusses some techniques for year end tax planning! /episode/index/show/avotoast/id/29187393

#91 - Top 5 Questions for Financial Planners 12/21/2023

#91 - Top 5 Questions for Financial Planners In this solo episode Eric discusses the top 5 questions he receives a a financial planner. /episode/index/show/avotoast/id/29187278

#90 - Donor Advised Funds (DAF) 11/14/2023

#90 - Donor Advised Funds (DAF) 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. /episode/index/show/avotoast/id/28367909

#89 - Top 5 Tax Questions 11/07/2023

#89 - Top 5 Tax Questions In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now! /episode/index/show/avotoast/id/28367888

#88 - The Curveball Account 10/31/2023

#88 - The Curveball Account Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the "Curveball" account. /episode/index/show/avotoast/id/28367852

#87 - The Startup Life Cycle and Managing Liquidity Events 10/24/2023

#87 - The Startup Life Cycle and Managing Liquidity Events 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. /episode/index/show/avotoast/id/28367822

#86 - Scams, Fraud and ID Theft 10/19/2023

#86 - Scams, Fraud and ID Theft 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! /episode/index/show/avotoast/id/28367813

#85 - Overlooked Benefits 08/15/2023

#85 - Overlooked Benefits In this episode Eric and Matt cover some of the most commonly overlooked employee benefits that may be available to you! Tune into this episode to find out more! /episode/index/show/avotoast/id/27628932

#84 - Dealing with Financial Anxiety 08/08/2023

#84 - Dealing with Financial Anxiety In this epsiode Eric and Matt discuss analysis paralysis and how to deal with Financial Anxiety Sometimes you just don't know where to start... so how about here? /episode/index/show/avotoast/id/27628917

#83 - The Monopoly Rule 08/01/2023

#83 - The Monopoly Rule Do you like the game of Monopoly? Tune into this episode to learn more about how this can be applied to your own financial situation! /episode/index/show/avotoast/id/27628854

#82 - Financial Rules of Thumb, Should you Care? 07/04/2023

#82 - Financial Rules of Thumb, Should you Care? In this episode Eric and Matt discuss some traditional financial "rules of thumb" and whether you should even care about them! Listen in to learn more today! /episode/index/show/avotoast/id/27217077

#81 - Taxes, How Do They Work? 06/27/2023

#81 - Taxes, How Do They Work? In this episode Eric and Matt discuss some of the high level concepts on how taxes work - what is your marginal rate, how are different types of income taxed, and so on. Learn more in this episode! /episode/index/show/avotoast/id/27217065

#80 - How to Choose the Right Advisor For You 06/20/2023

#80 - How to Choose the Right Advisor For You In this episode Eric and Matt cover some of the criteria you should consider and be thinking about when selecting a service provider as an advisor whether it be financial, accounting, insurance, tax legal or otherwise. Learn more in this episode! /episode/index/show/avotoast/id/27217032

#79 - Mortgage Choices - ARM vs Fixed Rate? 06/13/2023

#79 - Mortgage Choices - ARM vs Fixed Rate? In this episode Eric and Matt break down some of the differences between Adjustable Rate Mortgages (ARMs) and traditional Fixed Rate mortgages. Which is the best for you? Learn more in this episode. /episode/index/show/avotoast/id/26994903

#78 - You Bought a House, Now What? 06/06/2023

#78 - You Bought a House, Now What? Following up on our most populer episode on preparing to buy a house, Eric and Matt discuss what happens AFTER you have bought your home. Tune in to learn more in this episode today! /episode/index/show/avotoast/id/26994879

#77 - Tax Strategies for Vacation Homes 05/30/2023

#77 - Tax Strategies for Vacation Homes In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn more in this episode! /episode/index/show/avotoast/id/26994822

#76 - Learning about your Credit Score 05/23/2023

#76 - Learning about your Credit Score In this episode Eric and Matt dive into some of the mechanics about your credit score- how it works, why is it important, how to monitor it and how to improve it. A credit score is a basic part of financial literacy and your own financial plan. Learn more today! /episode/index/show/avotoast/id/26793699

Avocado Toast Podcast

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