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AVOCADO TOAST

A podcast sharing actionable steps to improve your financial well-being.

LATEST EPISODES

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#56 – 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
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#55 – 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
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#54 – First Step Cash Management Program

In this episode discuss the “First Step Cash Management Program”, an alternative to our 50/20/30 rule that was discussed in earlier episodes. If you are struggling with budgeting or just
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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.

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