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    AVOCADO TOAST

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

    LATEST EPISODES

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    #90 – Donor Advised Funds (DAF)

    November 14, 2023 |
    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
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    #89 – Top 5 Tax Questions

    November 7, 2023 |
    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!
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    #88 – The Curveball Account

    October 31, 2023 |
    Sometimes life throws you curveballs! In this episode Eric and Matt discuss the importance of the “Curveball” account. Check out this episode!
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    MEET YOUR HOSTS

    ERIC RODRIGUEZ

    Eric is the Founder of WealthBuilders, LLC.

    Millennial, Personal Finance Black Belt and CERTIFIED FINANCIAL PLANNER™ 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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