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AVOCADO TOAST

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

LATEST EPISODES

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#46 – Charitable Giving & Philanthropy

Giving back through philanthropy is an important part of many HENRY’s financial plans and goals. In this episode Eric and Matt discuss some of the ways about how to think
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#45 – Cryptocurrency and Crypto Assets

There has been a big rise in popularity this year about Cryptocurrency and Crypto Assets such as Bitcoin. In this episode Eric and Matt discuss how to approach Crypto investing
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#44 – Dollar Cost Average or Lump Sum?

When investing should you DCA (Dollar Cost Average) into your investments or should you just put in a lump sum? Which strategy is preferable for you? Learn more about the
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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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