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Avocado Toast Podcast

May 16, 2023

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 of the basics and what you need to be thinking about in terms of your own estate plan today!

Sep 16, 2021

Death and Taxes... In this episode Eric and Matt give an overview of the current Estate and Gift tax system in the US. Who is taxed, when are you taxed, how are you taxed, and more!

Aug 7, 2020

Estate Planning is the sixth and final step in the six part financial planning acronym R.E.T.I.R.E. that forms the foundation of developing a solid financial plan and pathway to financial independence.

In this episode Eric and Matt cover some of the basic tenets of Estate Planning including what having an estate plan...