Avocado Toast Podcast

Sep 29, 2020

Ready to hire a financial advisor as part of your team? A financial advisor is an integral part of your personal family office - finding one that you trust is imperative. In this episode Eric and Matt review 10 questions you should be asking a financial advisor when you interview them to ensure your interest are...

Sep 22, 2020

In this episode Eric and Matt cover more practical tips on how to do a fall financial checkup.

Part 2 of our fall financial checkup includes to do items such as:

• • Importance of the Emergency Fund
  • Filling your opportunity pipeline
  • Dollar Cost Averaging Investments
  • Starting a 529 plan
  • Hiring a team

Sep 15, 2020

In this episode Eric and Matt cover some practical tips on how to do a fall financial checkup.

Learn more about fall financial checkup to do items such as:

• • Credit Score Review
  • Make Budget Tweaks
  • Manage Debt
  • Review your Tax Withholdings
  • Investment Asset Allocation
  • Beneficiary Designations