90 episodes

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.

Avocado Toast Podcast Avocado Toast Podcast

    • Business
    • 4.9 • 16 Ratings

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.

    Donor Advised Funds (DAF)

    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.

    • 16 min
    Top 5 Tax Questions

    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!

    • 20 min
    The Curveball Account

    The Curveball Account

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

    • 20 min
    The Startup Life Cycle and Managing Liquidity Events

    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.

    • 24 min
    Scams, Fraud and ID Theft

    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!

    • 20 min
    #85 - Overlooked Benefits

    #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!

    • 18 min

Customer Reviews

4.9 out of 5
16 Ratings

16 Ratings

fps7 ,

Super helpful!

Basic information for folks who may lack financial literacy, like myself. As a lawyer, numbers tend to scare me, especially when it comes to student loan debt. But these basics empower you to manage your money smarter and plan for the future. Love it!

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