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AVOCADO TOAST

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

LATEST EPISODES

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#104 – Reviewing your Portfolio’s Asset Allocation

In this episode Eric and Matt walk through some tips and tricks on reviewing your entire portfolio’s asset allocation. Figure out how to determine what your allocation is across all
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#103 – Accounting for Crypto Transactions

In this solo episode Matt discusses some of the ways you should be preparing for how to account for your Crypto activity for tax season. Learn more today! Check out
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#102 – How to Prepare for an IPO

In this episode Eric and Matt discuss about how to prepare for an IPO for your company. Educate yourself on the process, get advice and avoid common mistakes. Check out
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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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