Welcome to

AVOCADO TOAST

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

LATEST EPISODES

See What's New on the Menu

#77 – Tax Strategies for Vacation Homes

In this (solo!) episode Matt walks us through the tax treatment of vacation homes and second homes. What to know and how to capitalize on this unique tax strategy. Learn
Listen now

#76 – Learning about your Credit Score

In this episode Eric and Matt dive into some of the mechanics about your credit score- how it works, why is it important, how to monitor it and how to
Listen now

#75 – Estate Planning Basics

In this episode Eric and Matt get back to the basics of the RETIRE acronym and discuss a sometimes uncomfortable, yet extremely important, topic which is Estate planning! Learn some
Listen now

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.

LISTEN | SUBSCRIBE | REVIEW

Get the support you need to achieve true financial independence.