Welcome to
AVOCADO TOAST
A podcast sharing actionable steps to improve your financial well-being.
LATEST EPISODES
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#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
#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
#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
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.