Avocado Toast Podcast

If you are fortunate enough to receive a financial windfall, whether it be from a fortunate investment, inheritance, gift or otherwise, what do you do next? Avoid squandering your money and take prudent steps to continue on your path to financial freedom. Learn more in this episode!

Learn all about Restricted stock grants and units including common terminology, tax treatment and tax planning and strategies for maximizing your payout from this form of employer compensation.

An IRS audit is one of the biggest fears of taxpayers. In this episode Eric and Matt cover what constitutes an audit, some common IRS audit red flags, how taxpayers are selected for audit, what your chances of being audited are and how to mitigate potential audit risk!

One of the first steps towards purchasing a home is often to get pre-approved for a mortgage. In this episode Eric and Matt discuss what to expect in the pre-approval process, how to get prepared, the different types of mortgages and best practices.

How do I avoid paying penalties to the IRS? What are the required payment amounts I need to make, and by when? Learn the rules for withholding and estimated tax penalties, when you may be penalized and when you do not need to worry about making payments, and how to hang onto your hard earned money longer in this episode of the Avocado Toast Podcast!

Are you expecting or planning on having children in the near future? Listen to this episode for helpful budgeting tips - actionable items you can work on NOW before you plan on welcome your little one, what to think about once baby is here, and how to plan for their future. Must listen for any new or expecting parent!

The age old question (sort of) - Do you put your money into a traditional or Roth IRA/401(k)? Which one is better? What is the difference? Discover the power of each - and some insights into which may be best for you -  in this episode!

In this episode Eric and Matt cover some of the pros and cons of investing in real estate, specifically rental property, as an alternate income stream. Learn the basics about what to know and what to consider in this episode!

In this episode Eric and Matt discuss some of the basic concepts of life insurance, the different types available to you, what you should be considering as a HENRY, and more!

We are excited to announce the upcoming launch of the Avocado Toast Financial Planning Club!