Welcome to
AVOCADO TOAST
A podcast sharing actionable steps to improve your financial well-being.
LATEST EPISODES
See What's New on the Menu
#90 – 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
#89 – 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! Check out this episode!
#88 – The Curveball Account
Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the “Curveball” account. Check out this episode!
MEET YOUR HOSTS
ERIC RODRIGUEZ
Eric is the Founder of WealthBuilders, LLC.
Millennial, Personal Finance Black Belt and CERTIFIED FINANCIAL PLANNERâ„¢ from SJSU & UCLA.
MATT WHEELER
Matt is a managing partner at Wheeler Accountants.
Millennial, Tax MVP and CPA
from U.C. Santa Barbara.