PODCAST · business
Aquila Wealth Podcast
by Eric Maldonado, CFP®, MBA
Business Owners, listen to unique and creative ways to transform your business and personal finances. Enjoy the show! Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA www.aquilawealth.com Contact Us: https://www.aquilawealth.com/contact-us Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Episodes
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Ep. 58 The Fearless Wealth Plan A Simple Guide to Achieving Your Financial Goals Without Losing Sleep with Eric Maldonado
Learn how to achieve your financial goals without losing sleep. Unlock the financial fundamentals for success! Contact Us: https://www.aquilawealth.com/contact-us
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Ep. 57 Inherited IRA from a Parent? Avoid HUGE Penalties! Son/Daughter Guide to Distributions & Taxes
In today's episode, we explore the complex distribution rules associated with inherited IRAs, focusing on scenarios where a child inherits an IRA from a deceased parent. This episode clarifies the required minimum distributions (RMDs) and the impact of the 10-year rule under the latest…
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Ep. 56 Cut To The Chase: Simplify The 3 Tax Bombs In Retirement | Easy Guide
Retirement should be a period of financial freedom, not fiscal anxiety. In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you absolutely need to understand. Learn how your income interacts with tax brackets, Roth conversions,...
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Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips
Ever wonder how major economic shifts impact your retirement dreams? In this insightful episode, we break down the recent tariff rollback and uncover crucial lessons for your long-term financial strategy. We'll uncover the essential takeaways from market volatility, the enduring power of...
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Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!
In this episode, we explore three intelligent ways to use an inheritance or windfall to bolster your retirement plans. Key topics include assessing your assets, understanding tax implications, avoiding common mistakes, setting financial goals, and creating a recession-proof fund. We also cover...
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Ep. 53 Mastering Your Business Finances: A Comprehensive Yearly Checklist
Unlock the financial success code for your business! In this episode, I delve into a comprehensive checklist to supercharge your business finances throughout the year. You’ll discover the importance of growth assessments, how to pinpoint key performance indicators, and what it takes to set...
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Ep. 52 Investing in Your Business vs. The Stock Market
In the creative solopreneur space, the path to success often leads to a crucial crossroads: business reinvestment or stock market exploration. As a solopreneur managing your enterprise alone, the decision of where to channel surplus income can be perplexing. This episode explains the intricacies…
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Ep. 51 Top Solopreneur Finance Strategies
Unlock the secret to financial success as a solopreneur in this episode where we review the top financial strategies tailored to solo business owners. You’ll discover the power of the SOLO 401(k), a retirement plan designed for your business and you, enabling you to save a substantial amount...
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Ep. 50 Five Financial Fundamentals for Business Owners
In today's episode, we're delving into the essential financial fundamentals that every business owner should have in place to achieve financial independence and long-term stability. It's a Financial Planning 101 for business owners, designed to provide you with the tools and knowledge you need to...
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Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability
Have you ever heard the phrase, "The only way to lose is to quit"? When it comes to business ownership, this premise holds a profound truth: success is often achieved by the unwavering commitment to never giving up. In this episode, we delve into the top 10 strategies for ensuring the longevity…
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Ep. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and More
Listen in to hear common questions Entrepreneurs ask a Financial Advisor. In this episode, we cover Risk Planning, Entity Selection, Budgeting, Cash Flow, Taxes, and Retirement. Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC...
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Ep. 47 How to prioritize home improvement projects when the economy is uncertain
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other...
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Ep. 46 Two Mistakes to Avoid During Bear Markets
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Ep. 45 The Antidote to Panicking and Selling Out of the Markets
Zoom out, and look at the markets from a larger vantage point to get some perspective. The further out you pull back on the results of the stock market on a graph, the more it looks obvious that the market only goes one direction historically. Contact Us: https://www.aquilawealth.com/contact-us...
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Ep. 44 Are Things Getter Better or Are Things Getting Worse?
On a global macro-scale things are getting much better for people, whether it’s measured by extreme hunger, violence, or resources. See this video for more info on things getting better globally: https://www.youtube.com/watch?v=Jalfq9uWXQk. Yet, it doesn’t always feel like things are getting...
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Ep. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”
Business owners, are you taking steps to get the most value and income out of your business? My main takeaway from the book "Walking to Destiny 11 Actions An Owner Must Take To Rapidly Grow Value & Unlock Wealth" by Christopher M. Snider is that selling a business isn't just a one-time event in…
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Ep. 42 Business Owners, Don't Trap Yourself Financially In Your Business
Often, business owners rely on their business as their sole means of financial provision. Wouldn't it be nice to have a second leg to stand on financially? This episode talks about the benefits of investing in a separate tax-free asset, i.e., a Roth 401k, throughout your business ownership…
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Ep. 41 Business Owners with Young Kids, Create a "Family Fun" Account
Business Owners with young kids, do you find yourself wanting to invest more time and money into your family and kids while they’re still young? One way to force you to take the vacations, the trips, or spend the time away with your family and kids while they’re young is to set aside a certain...
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Ep. 40 When Markets Drop Focus On These 2 Things
When markets drop and your investment balances go down, it doesn’t make anybody feel “good.” It can be very stressful and worrisome to see your investment drop in value. What are some ways you can channel your feelings of fear and gloom into a more productive perspective when it comes to…
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Ep. 39 The Emotional Toll of Investing in Individual Stocks vs. Index Funds
In today’s episode, I’m talking about the hidden cost of investing in individual stock vs investing in a basket of companies inside of an Exchange Traded Fund (ETF), Index Fund, or Mutual Fund. Namely, the “emotional toll” it can take to invest in individual companies. Is it worth experiencing…
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Ep. 38 What Does a Good Financial Planner Do? Listens to You
At the very least a good financial planner listens to you. It sounds obvious, but it’s so important for a financial planner to hear you out, hear your story, and hear your perspective on money. Is the financial planner asking you good questions and allowing you the time and space to think and...
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Ep. 37: Combating Inflation with Investments
In this episode, I discuss the “silent killer” of financial planning: inflation. One of the best antidotes to the negative effects of inflation is investing in great companies. You want your purchasing power to at least keep pace with rising prices. Contact Us:...
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Ep. 36: How Much Should You Invest in Bitcoin? A Framework
In this episode, I provide a framework for determining how much you should invest in Bitcoin. Converting your investment choices into a percentage of your total wealth is a helpful guardrail to keep you in line with your goals. Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado,...
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Episode 35. Bitcoin and 3 Things to Consider Before Investing
In this episode I talk about Bitcoin 3 things to think about before investing in it: The wild swings in price. Spend time learning about it. Decide on the fraction of your wealth you’re going to start with at the front end. Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®,...
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Episode 34. 3 Ways to Make Your Tax Filing Season Less Painful
Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] Contact Us: https://www.aquilawealth.com/contact-us San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast Ep. 33 -- Your One Word for 2022
“One Word That Will Change Your Life” book reference:...
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Podcast: Die with Zero or Don't Die with Zero
Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Contact Us: https://www.aquilawealth.com/contact-us Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: What's the best way to invest in your child's future?
In this week’s podcast episode, we are looking at the best ways to invest in your child’s future. We talk about utilizing 529 plans, brokerage accounts, UTMA’s, Real Estate, and Business Ownership. Contact Us. Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552...
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Podcast: Tax Free Retirement Planning for Pastors
Today we’re talking about a unique tax-free savings vehicle for pastors, called the 403b(9) account, which allows pastors to access their Housing Allowance tax benefit while in retirement. Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors,...
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Podcast: Biden's New Tax Proposal
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Investing in Bitcoin and Determining if it Makes Sense for You
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: When to get a Trust
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: A Favorite Book for Business Owners -- Profit First
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Selecting the Appropriate Entity Type for Your Business
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Roth Conversion Tax Strategy and the 5-Year Rule
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: How to Combine Finances for Newlyweds -- A Starting Point
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Safe Harbor 401k Benefits for Business Owners (4 minutes)
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes)
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Nerding-Out on A Creative Roth IRA Strategy for High Earners
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Protecting Against Inflation for Business Owners
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Podcast: Secure Your Online Info with a Password Manager
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Simplifying College Savings with a 529 Plan
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Roth 401k Simplicity and Tax Benefits
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Removing Some of the Pressure that comes with Goal Setting for Financial Planning
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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2 Ways to Be Prepared to Pay Taxes as a Business Owner Every Year
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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The Mega-Backdoor-Roth-401k for Business Owners
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA,...
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Managing Cash Flow in Your Business for Self-Employed Business Owners
Profit First book: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4 Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA...
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ABOUT THIS SHOW
Business Owners, listen to unique and creative ways to transform your business and personal finances.
Enjoy the show!
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
www.aquilawealth.com
Contact Us: https://www.aquilawealth.com/contact-us
Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
HOSTED BY
Eric Maldonado, CFP®, MBA
CATEGORIES
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Frequently Asked Questions
How many episodes does Aquila Wealth Podcast have?
Aquila Wealth Podcast currently has 58 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Aquila Wealth Podcast about?
Business Owners, listen to unique and creative ways to transform your business and personal finances. Enjoy the show! Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 [email protected] San Luis Obispo, CA www.aquilawealth.com Contact Us:...
How often does Aquila Wealth Podcast release new episodes?
Aquila Wealth Podcast has 58 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Aquila Wealth Podcast?
You can listen to Aquila Wealth Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Aquila Wealth Podcast?
Aquila Wealth Podcast is created and hosted by Eric Maldonado, CFP®, MBA.
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