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内容由Avocado Toast Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Avocado Toast Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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#101 - Budgeting for Financial Curveballs
Manage episode 403464250 series 3262041
内容由Avocado Toast Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Avocado Toast Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode Eric and Matt discuss how to work financial curveballs into your budget
100集单集
Manage episode 403464250 series 3262041
内容由Avocado Toast Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 Avocado Toast Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
In this episode Eric and Matt discuss how to work financial curveballs into your budget
100集单集
כל הפרקים
×In this episode Eric and Matt give a broad overview of Life Planning and how it differs from traditional Financial Planning, and why you should consider working with a certified Life Planner.
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Avocado Toast Podcast
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In this episode Eric and Matt walk through some tips and tricks on reviewing your entire portfolio's asset allocation. Figure out how to determine what your allocation is across all your accounts and how you should think about your asset allocation and mix of investments.
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Avocado Toast Podcast
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In this solo episode Matt discusses some of the ways you should be preparing for how to account for your Crypto activity for tax season. Learn more today!
In this episode Eric and Matt discuss about how to prepare for an IPO for your company. Educate yourself on the process, get advice and avoid common mistakes.
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Avocado Toast Podcast
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In this episode Eric and Matt discuss how to work financial curveballs into your budget
In this episode Eric and Matt reflect on the Avocado Toast Podcast and their financial journey... Tune in today!
In this episode Eric and Matt discuss the important of continuous tax planning and why "lifetime tax planning" is something you should be thinking about. Listen to learn more!
In this episode Eric and Matt discuss the recent new on the new Bitcoin ETF... Should you own it? When is it appropriate? What are some pros and cons and risks and concerns? Tune in today!
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Avocado Toast Podcast
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In this episode Eric and Matt discuss one of the hugest tax breaks in the Tax Code, Section 1202 regarding the Exclusion for Qualified Small Business Stock or QSBS as it is known for short. This is a do not miss episode if you are a founder, business owner or early stage employee!
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Avocado Toast Podcast
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In this episode Eric and Matt discuss the upcoming sunset or expiration of the 2017 Tax Cuts and Jobs Act in 2026.
In this solo episode Eric discusses some of the basic framework surrounding deferred compensation and some items to consider if you are eligible for a deferred compensation plan.
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Avocado Toast Podcast
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In this episode Eric discusses a quick recap of the 2023 markets and how you should be thinking about positioning yourself heading into 2024.
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Avocado Toast Podcast
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In this epsiode Eric and Matt discuss three different cash flow management techniques that you can use to improve your budgeting and cash flow position.
In this solo epsiode Matt discusses some techniques for year end tax planning!
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Avocado Toast Podcast
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In this solo episode Eric discusses the top 5 questions he receives a a financial planner.
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