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.

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.

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!

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.

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

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

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!

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!

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!

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

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.

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

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.

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

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

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.

In this episode Eric covers the Top 5 Tax questions he gets as a CFP and Matt answers. Learn more now!

Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the "Curveball" account.

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.

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!

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!

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?

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!

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!

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!

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!

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.

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!

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!

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!

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!

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.

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!

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!

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!

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!

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.

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!

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.

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!

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! 

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.

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!

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!

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!

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.

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.

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.

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.

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.

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.