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 about charitable giving in the context of your financial plan and some important financial and tax considerations when giving.
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 including understanding risks, how much of you should consider allocating to Crypto if anything, and more!
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 pros and cons of each strategy and what the data says in this episode with Eric and Matt!
On this episode of the Avocado Toast Podcast, Eric and Matt discuss financial issues applicable to DINK couples (Dual Income, No Kids). As always, financial and tax planning are specific to your situation and DINKs are no different! Learn more in this episode!
Everyone has a money story… your own experience learning about money, mistakes made and lessons learned. In this episode Matt discusses his money story and the valuable lessons learned.
Everyone has a money story… your own experience learning about money, mistakes made and lessons learned. In this episode Eric discusses his money story and the valuable lessons learned.
Life is about choices and trade offs. In this episode Eric and Matt discuss tradeoffs as it relates to your financial goals, and some useful exercises to engage in to help flush out some of your ultimate financial goals.
Eric is on spring break, so in this episode Matt covers some of the recent changes for 2020 and 2021 income taxes including some special tax code changes you will absolutely want to be aware of!
Environmental, Social and Governance Investing is a growing trend in today’s financial markets, and especially attractive to Millennials and younger generations. In this episode Eric and Matt explore the history of ESG Investing, define what it is, and analyze some of the performance of these investments compared with traditional asset classes.
In this episode of the Avocado Toast Podcast, Eric and Matt discuss the history of 529 plans, the basics of how they work, tips on how to choose the right 529 plan for you and other best practices for education planning.