#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 about charitable giving in the context of your financial plan and some important financial and tax considerations when giving.

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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 including understanding risks, how much of you should consider allocating to Crypto if anything, and more!

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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 pros and cons of each strategy and what the data says in this episode with Eric and Matt!

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#43 – DINKs

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!

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#40 – Tradeoffs

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.

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#38 – ESG Investing!

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.

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#37 – Intro to 529 Plans

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.

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