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Avocado Toast Podcast

Avocado Toast Podcast

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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.
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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.โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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.…
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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!โดย Avocado Toast Podcast LLC
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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!โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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.โดย Avocado Toast Podcast LLC
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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 an…
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