Avocado Toast Podcast

By Avocado Toast Podcast

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Category: Investing

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Episodes: 100

Description

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.

Episode Date
#105 - Intro to Life Planning
Apr 23, 2024
#104 - Reviewing your Portfolio's Asset Allocation
Apr 16, 2024
#103 - Accounting for Crypto Transactions
Apr 09, 2024
#102 - How to Prepare for an IPO
Apr 03, 2024
#101 - Budgeting for Financial Curveballs
Feb 27, 2024
#100 - 100th Episode!
Feb 20, 2024
#99 - Lifetime Tax Planning
Feb 13, 2024
#98 - Bitcoin ETFs
Feb 06, 2024
#97 - Qualified Small Business Stock (QSBS)
Jan 30, 2024
#96 - Expiration of the Tax Cuts and Jobs Act
Jan 24, 2024
#95 - Deferred Compensation
Jan 16, 2024
#94 - Investment Planning for 2024 and Beyond
Jan 09, 2024
#93 - Three Cash Flow Management Techniques
Jan 02, 2024
#92 - Year End Tax Planning
Dec 26, 2023
#91 - Top 5 Questions for Financial Planners
Dec 21, 2023
#90 - Donor Advised Funds (DAF)
Nov 14, 2023
#89 - Top 5 Tax Questions
Nov 07, 2023
#88 - The Curveball Account
Oct 31, 2023
#87 - The Startup Life Cycle and Managing Liquidity Events
Oct 24, 2023
#86 - Scams, Fraud and ID Theft
Oct 19, 2023
#85 - Overlooked Benefits
Aug 15, 2023
#84 - Dealing with Financial Anxiety
Aug 08, 2023
#83 - The Monopoly Rule
Aug 01, 2023
#82 - Financial Rules of Thumb, Should you Care?
Jul 04, 2023
#81 - Taxes, How Do They Work?
Jun 27, 2023
#80 - How to Choose the Right Advisor For You
Jun 20, 2023
#79 - Mortgage Choices - ARM vs Fixed Rate?
Jun 13, 2023
#78 - You Bought a House, Now What?
Jun 06, 2023
#77 - Tax Strategies for Vacation Homes
May 30, 2023
#76 - Learning about your Credit Score
May 23, 2023
#75 - Estate Planning Basics
May 16, 2023
#74 - Highly Concentrated Stock Positions
May 09, 2023
#73 - Vehicles for Business
May 02, 2023
#72 - Traditional or Roth for Retirement?
Apr 25, 2023
#71 - New Year Financial To Dos
Apr 20, 2023
#70 - Planning for Tax Time
Apr 11, 2023
#69 - Financial Planning vs Financial Monitoring
Apr 04, 2023
#68 - Prioritizing Savings
Mar 17, 2023
#67 - Staying on Track
Sep 27, 2022
#66 - Navigating Market Volatility
Sep 20, 2022
#65 - NFTs
Aug 31, 2022
#64 - Pros and Cons of Self Employment
Aug 16, 2022
#63 - Planning for a Remodel
Aug 09, 2022
#62 - Spring/Summer Financial Checkup
Aug 02, 2022
#61 - New Car - Buy or Lease?
Jul 27, 2022
#60 - Preparing for Tax Time!
Mar 15, 2022
#59 - Tax Preparer vs Tax Advisor
Mar 11, 2022
#58 - WWBD Part II
Mar 04, 2022
#57 - WWBD? Part 1
Feb 09, 2022
#56 - Residency and State Income Tax Planning
Nov 16, 2021
#55 - FIRE
Nov 10, 2021
#54 - First Step Cash Management Program
Oct 26, 2021
#53 - Proposed 2022 Tax Changes!
Oct 19, 2021
#52 - Are You Financially Fit?
Sep 21, 2021
#51 - Death and Taxes
Sep 16, 2021
#50 - AMA Episode
Aug 24, 2021
#49 - Peter Thiel's Roth IRA
Aug 06, 2021
#48 - No Regerts
Jul 09, 2021
#47 - Starting a Business
Jun 29, 2021
#46 - Charitable Giving & Philanthropy
Jun 22, 2021
#45 - Cryptocurrency and Crypto Assets
Jun 15, 2021
#44 - Dollar Cost Average or Lump Sum?
Jun 12, 2021
#43 - DINKs
May 21, 2021
#42 - Matt's Money Story
May 04, 2021
#41 - Eric's Money Story
Apr 27, 2021
#40 - Tradeoffs
Apr 21, 2021
#39 - 2020 Tax Season Update!
Apr 13, 2021
#38 - ESG Investing!
Apr 06, 2021
#37 - Intro to 529 Plans
Mar 30, 2021
#36 - Childcare Costs
Mar 23, 2021
#35 - Financial Windfall... Now What?
Mar 16, 2021
#34 - Restricted Stock Grants
Mar 09, 2021
#33 - IRS Audit Red Flags
Mar 02, 2021
#32 - Mortgage Process
Feb 23, 2021
#31 - Withholding and Estimated Taxes
Feb 16, 2021
#30 - Budgeting for Baby
Feb 09, 2021
#29 - Traditional or Roth?
Feb 02, 2021
#28 - Investing in Rental Property
Jan 26, 2021
#27 - Life Insurance Basics
Jan 19, 2021
#26 - The Avocado Toast Financial Planning Club!
Jan 19, 2021
#25 - DIY Investing
Jan 12, 2021
#24 - Planning for Divorce
Jan 05, 2021
#23 - Driving the Top Line
Dec 29, 2020
#22 - Stock Picking
Dec 22, 2020
#21 - Understanding your 401(k)
Dec 15, 2020
#20 - Elections and Markets
Dec 08, 2020
#19 - Love and Money
Dec 01, 2020
#18 - Employee Benefits and Open Enrollment Part 2
Nov 24, 2020
#17 - Employee Benefits and Open Enrollment
Nov 16, 2020
#16 - 10 Questions to Ask a Prospective CPA or EA
Nov 10, 2020
#15 - Mortgage Interest Tax Rules
Nov 03, 2020
#14 - Incentive Stock Options
Oct 27, 2020
#13 - Backdoor Roth IRA
Oct 20, 2020
#12 - Buying a Home
Oct 13, 2020
#11 - High Level Tax Strategies
Oct 06, 2020
#10 - How to Hire a Financial Advisor
Sep 29, 2020
#9 - Fall Finance Checkup Part 2
Sep 22, 2020
#8 - Fall Finance Checkup
Sep 15, 2020
#7 - R.E.T.I.R.E. - Estate Planning
Aug 07, 2020
#6 - R.E.T.I.R.E. - Retirement Planning
Aug 07, 2020