Welcome to

    AVOCADO TOAST

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

    LATEST EPISODES

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    #68 – Prioritizing Savings

    March 17, 2023 |
    In this episode Eric and Matt provide an easy to understand framework for what order should you considering your savings options in. Do you fund your 401(k) first? Your 529
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    #67 – Staying on Track

    September 27, 2022 |
    In this episode Eric and Matt discuss the importance of staying on track with your cash flow plan even when there are times you might lose focus or stray from
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    #66 – Navigating Market Volatility

    September 20, 2022 |
    In this episode Eric and Matt dive into some of the strategies in how to navigate choppy or volatile markets. What to do and more importantly what NOT to do!
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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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