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.

#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

#75 - Estate Planning Basics 05/16/2023

#75 - Estate Planning Basics In this episode Eric and Matt get back to the basics of the RETIRE acronym and discuss a sometimes uncomfortable, yet extremely important, topic which is Estate planning! Learn some of the basics and what you need to be thinking about in terms of your own estate plan today! /episode/index/show/avotoast/id/26793678

#74 - Highly Concentrated Stock Positions 05/09/2023

#74 - Highly Concentrated Stock Positions If you have a highly concentrated stock position as part of your portfolio then this is the episode for you! Eric and Matt dive into financial and tax strategies of diversification in this episode. /episode/index/show/avotoast/id/26654313

#73 - Vehicles for Business 05/02/2023

#73 - Vehicles for Business In this episode Eric and Matt discuss using your vehicle for business and the various financial and tax issues you should be considering about this topic! /episode/index/show/avotoast/id/26653455

#72 - Traditional or Roth for Retirement? 04/25/2023

#72 - Traditional or Roth for Retirement? In this episode Eric and Matt discuss whether Traditional or Roth is the right choice for you. There are pros and cons to each and every situation is unique! Learn more today! /episode/index/show/avotoast/id/26602827

#71 - New Year Financial To Dos 04/20/2023

#71 - New Year Financial To Dos Listen in on this episode for some Financial To Dos to get yourself ready for the year. Eric and Matt share five helpful tips for you in this episode! /episode/index/show/avotoast/id/26602728

#70 - Planning for Tax Time 04/11/2023

#70 - Planning for Tax Time In this episode Eric and Matt discuss how to best prepare and plan for taxes each year. Tune in to learn more tax preparation tips! /episode/index/show/avotoast/id/26442441

#69 - Financial Planning vs Financial Monitoring 04/04/2023

#69 - Financial Planning vs Financial Monitoring What is the difference between Financial Planning and Financial Monitoring? Learn some of the subtle and not so subtle differences between Planning vs. Monitoring of your Financial situation. In this episode Eric provides some helpful tips on what to consider and how to approach monitoring your financial health. /episode/index/show/avotoast/id/26442465

#68 - Prioritizing Savings 03/17/2023

#68 - Prioritizing Savings In this episode Eric and Matt provide an easy to understand framework for what order should you considering your savings options in. Do you fund your 401(k) first? Your 529 plan? IRA account? The choices can seem overwhelming without a plan of action. Listen in and start saving efficiently now! /episode/index/show/avotoast/id/26260104

#67 - Staying on Track 09/27/2022

#67 - Staying on Track In this episode Eric and Matt discuss the importance of staying on track with your cash flow plan even when there are times you might lose focus or stray from the path. /episode/index/show/avotoast/id/24430731

#66 - Navigating Market Volatility 09/20/2022

#66 - Navigating Market Volatility In this episode Eric and Matt dive into some of the strategies in how to navigate choppy or volatile markets. What to do and more importantly what NOT to do! /episode/index/show/avotoast/id/24430659

#65 - NFTs 08/31/2022

#65 - NFTs Curious about NFTs? In this episode Eric and Matt cover some of the basics of this new technology/investment/fad with some basic information about what NFTs (Nonfungible Tokens) are, inherent risks in investing in these, and more! /episode/index/show/avotoast/id/24221820

#64 - Pros and Cons of Self Employment 08/16/2022

#64 - Pros and Cons of Self Employment In this episode Eric and Matt dive into their own experiences of becoming self-employed, discussing many of the pros and cons to that decision. /episode/index/show/avotoast/id/23872503

#63 - Planning for a Remodel 08/09/2022

#63 - Planning for a Remodel In this episode Eric flies solo! Based on deep and painful personal experience, Eric discusses how to financially plan for a remodel of your home. Listen in, and learn! /episode/index/show/avotoast/id/23872494

#62 - Spring/Summer Financial Checkup 08/02/2022

#62 - Spring/Summer Financial Checkup In this episode Eric and Matt discuss some to do items you can cover as part of a Spring or Summer financial checkup. Listen in for tips! /episode/index/show/avotoast/id/23872461

#61 - New Car - Buy or Lease? 07/27/2022

#61 - New Car - Buy or Lease? In this episode Eric and Matt dive into a question that comes up a LOT. When looking for a new vehicle, do you purchase or lease? Listen in to this episode to find out more! /episode/index/show/avotoast/id/23872401

#60 - Preparing for Tax Time! 03/15/2022

#60 - Preparing for Tax Time! In this episode Eric and Matt discuss how to be prepared for tax season working with your accountant and tips and tricks to keep in mind for a smooth tax filing experience. /episode/index/show/avotoast/id/22450931

#59 - Tax Preparer vs Tax Advisor 03/11/2022

#59 - Tax Preparer vs Tax Advisor In this episode Eric and Matt discuss the difference between a Tax PREPARER and a Tax ADVISOR - And why having the right type on your team depends on what you are looking to get out of the relationship. /episode/index/show/avotoast/id/22411409

#58 - WWBD Part II 03/04/2022

#58 - WWBD Part II In this episode Eric and Matt cover part II of our "what would a billionaire do?" series. Learn more about how billionaires approach investing, managing their assets, risk management, travel, their legacy and more. /episode/index/show/avotoast/id/22342196

#57 - WWBD? Part 1 02/09/2022

#57 - WWBD? Part 1 In this episode Eric and Matt discuss WWBD - What would a Billionaire Do? In this multi-part series Eric and Matt discuss how Billionaires approach their financial affairs - and things you can learn from their approach to apply to yourself. /episode/index/show/avotoast/id/22082252

#56 - Residency and State Income Tax Planning 11/16/2021

#56 - Residency and State Income Tax Planning COVID has drastically changed and accelerated the remote work environment, opening up the possibility to work from anywhere. With those changes come state income tax considerations, and planning opportunities. In this episode Eric and Matt dive into some basics of state income taxation related to compensation income, stock options, capital gains and more. /episode/index/show/avotoast/id/21116447

#55 - FIRE 11/10/2021

#55 - FIRE Have you heard of the FIRE movement? FIRE stands for "Financial Independence, Retire Early". In this episode Eric and Matt dive into the FIRE movement and the various types of FIRE. /episode/index/show/avotoast/id/21116384

#54 - First Step Cash Management Program 10/26/2021

#54 - First Step Cash Management Program 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! /episode/index/show/avotoast/id/20867189

#53 - Proposed 2022 Tax Changes! 10/19/2021

#53 - Proposed 2022 Tax Changes! In this episode Eric and Matt do a quick run down of the recently proposed tax legislation currently being considered by Congress. Learn more about proposed new changes in this episode! /episode/index/show/avotoast/id/20867105

#52 - Are You Financially Fit? 09/21/2021

#52 - Are You Financially Fit? To be financially fit, you must put in the work! In this episode Eric and Matt discuss what you need to know boost your financial fitness. Know your financial fitness ratios, numbers and more! /episode/index/show/avotoast/id/20544905

#51 - Death and Taxes 09/16/2021

#51 - Death and Taxes Death and Taxes... In this episode Eric and Matt give an overview of the current Estate and Gift tax system in the US. Who is taxed, when are you taxed, how are you taxed, and more! /episode/index/show/avotoast/id/20502716

#50 - AMA Episode 08/24/2021

#50 - AMA Episode We made it to 50 episodes! Eric and Matt answer a variety of listener questions in this podcast. /episode/index/show/avotoast/id/20247020

#49 - Peter Thiel's Roth IRA 08/06/2021

#49 - Peter Thiel's Roth IRA Do you want to be a multi billionaire from your Roth IRA like Peter Thiel? We can't help you pick the right investments to make that happen, but we can help you decide whether a self-directed IRA or Roth IRA is right for you! /episode/index/show/avotoast/id/20058692

#48 - No Regerts 07/09/2021

#48 - No Regerts If you had to do it all over, what would you have done differently? In this episode Eric and Matt discuss some of the financial decisions they would have made differently with the benefit of experience (and hindsight). /episode/index/show/avotoast/id/19758686

Avocado Toast Podcast

TOPICS