60 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 • 14 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.

    Preparing for Tax Time!

    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.

    • 18 min
    Tax Preparer vs Tax Advisor

    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.

    • 18 min
    • video
    WWBD Part II

    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.

    • 32 min
    WWBD? Part 1

    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.

    • 25 min
    Residency and State Income Tax Planning

    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.

    • 22 min
    FIRE

    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.

    • 25 min

Customer Reviews

4.9 out of 5
14 Ratings

14 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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