Aquila Wealth Podcast

Ep. 57 Inherited IRA from a Parent? Avoid HUGE Penalties! Son/Daughter Guide to Distributions & Taxes

Mon, 23 Jun 2025 14:00:00 -0400

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 regulations.

Learn whether your situation falls into the category of non-eligible designated beneficiaries or eligible designated beneficiaries, and understand the tax implications and penalties associated with these rules.

Eric simplifies the intricacies of both pre- and post-2020 inherited IRAs, providing practical advice and resources to ensure compliance and optimize your financial outcomes.

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You can find show notes, resources and more at www.aquilawealth.com.

Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

Ep. 56 Cut To The Chase: Simplify The 3 Tax Bombs In Retirement | Easy Guide

Mon, 16 Jun 2025 14:00:00 -0400

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, Social Security, and Medicare charges. We'll provide actionable strategies to help you make smarter decisions, protect your hard-earned retirement income, and minimize your tax burden for a more secure financial future.

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com.

Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Mon, 09 Jun 2025 14:00:00 -0400

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 diversification, and the absolute necessity of staying the course.

Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.

Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com

Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

Mon, 02 Jun 2025 05:00:00 -0400

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 long-term planning strategies, such as Roth conversions and tax-efficient investments.

Learn how to make informed decisions that ensure financial stability and growth, supported by professional advice from financial advisors, tax preparers, and estate attorneys.

Sign up for the newsletter here.

You can find show notes, resources and more at www.aquilawealth.com.

Ep. 53 Mastering Your Business Finances: A Comprehensive Yearly Checklist

Tue, 23 Jan 2024 09:00:00 -0500

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 effective saving goals.

Sign up for the newsletter here: https://www.aquilawealth.com/newsletter

You can find show notes, resources and more at: http://tinyurl.com/376cz7z3

Ep. 52 Investing in Your Business vs. The Stock Market

Tue, 12 Dec 2023 09:00:00 -0500

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 of this dilemma, guiding you through key considerations.

Sign up for the newsletter here: https://www.aquilawealth.com/newsletter

You can find show notes, resources and more at: https://tinyurl.com/5ymufnx2

Ep. 51 Top Solopreneur Finance Strategies

Tue, 14 Nov 2023 09:00:00 -0500

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 pre-tax for your future, with options like the Roth. We’ll also explore the Roth/pre-tax component, the benefits of having an S corp, how to handle profit sharing, and the intricate world of business entity selection.

Sign up for the newsletter here: https://www.aquilawealth.com/newsletter

You can find show notes, resources and more at: https://tinyurl.com/zuvu72cs

Ep. 50 Five Financial Fundamentals for Business Owners

Tue, 10 Oct 2023 09:00:00 -0400

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 build a strong financial foundation.

Monthly email newsletter sign-up: aquilawealth.com/newsletter

You can find show notes, resources and more at: https://tinyurl.com/msfw9bcd

Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability

Tue, 12 Sep 2023 09:00:00 -0400

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 and financial stability of your business. Discover the transformative power of compounding, and learn how to design your business in a way that makes work enjoyable, ensuring you never want to stop.

Sign up for our monthly email newsletter here: https://www.aquilawealth.com/newsletter

You can find show notes, resources and more at: http://tinyurl.com/bdddb7xm

Ep. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and More

Mon, 19 Jun 2023 18:11:12 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

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 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.

Ep. 47 How to prioritize home improvement projects when the economy is uncertain

Mon, 17 Apr 2023 17:22:03 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 46 Two Mistakes to Avoid During Bear Markets

Mon, 22 Aug 2022 18:08:12 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 45 The Antidote to Panicking and Selling Out of the Markets

Tue, 28 Jun 2022 10:00:00 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 44 Are Things Getter Better or Are Things Getting Worse?

Tue, 21 Jun 2022 10:00:00 -0400

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 better. If we’re just looking at the news, it seems like things are always getting worse.

When it comes to financial planning, I try and help clients focus on their plan and on their unique time frame. This oftentimes puts things in the proper perspective.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”

Tue, 14 Jun 2022 10:00:00 -0400

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 the future. Exit planning is a process that helps you get the most out of your business today, even if you're not planning on selling your company any time soon or ever.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 42 Business Owners, Don't Trap Yourself Financially In Your Business

Tue, 07 Jun 2022 10:00:00 -0400

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 career.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 41 Business Owners with Young Kids, Create a "Family Fun" Account

Tue, 31 May 2022 10:00:00 -0400

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 amount of money into a separate business account every month. Once per quarter take that money as an owner draw and spend on family fun and creating memories.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 40 When Markets Drop Focus On These 2 Things

Tue, 24 May 2022 10:00:00 -0400

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 investing? Number 1, is to focus on your plan. Now, you might be saying, “I can’t go back in time to create a plan, I need help now!” And you’re correct, we can’t go back in time, but that doesn’t mean you can’t draw up a plan now for the next market dip. Because it is a matter of “when” not “if” the next market correction or recession takes place. You can prepare yourself now for the next market drop. The 2nd thing you can do to prevent yourself from making a mistake during negative stock market days is to put in place a “human barrier.” Have someone you can call on to come between you and a regrettable buy or sell decision. In other words, have someone you can talk to before you make a move in your investment accounts at an emotional time. Things will get better, sometimes it is hard to see that on your own. Have someone you can turn to to help you see the light when everything looks dark.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 39 The Emotional Toll of Investing in Individual Stocks vs. Index Funds

Tue, 17 May 2022 10:00:00 -0400

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 the stress and angst it takes to invest in individual companies? Sometimes, investing in a broad range of companies within an ETF or an Index Fund is less stressful and takes less of an emotional toll on the investor. When you’re invested in a bunch of companies with a fund you’re less likely to fixate any one company. Whereas focusing on one company's results can bring about a much more emotional ride.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 38 What Does a Good Financial Planner Do? Listens to You

Tue, 10 May 2022 10:00:00 -0400

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 answer? Do they allow you the time and space to ask all of your questions? These are all crucial elements in a good financial planner-client relationship.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 37: Combating Inflation with Investments

Tue, 03 May 2022 10:00:00 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Ep. 36: How Much Should You Invest in Bitcoin? A Framework

Tue, 26 Apr 2022 10:00:00 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Episode 35. Bitcoin and 3 Things to Consider Before Investing

Tue, 19 Apr 2022 16:00:00 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Episode 34. 3 Ways to Make Your Tax Filing Season Less Painful

Fri, 11 Mar 2022 20:18:50 -0500

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast Ep. 33 -- Your One Word for 2022

Mon, 03 Jan 2022 19:21:13 -0500

“One Word That Will Change Your Life” book reference: https://www.amazon.com/Word-That-Will-Change-Expanded/dp/1118809424/ref=asc_df_1118809424/?tag=hyprod-20&linkCode=df0&hvadid=312137955333&hvpos=&hvnetw=g&hvrand=3512396882551407615&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=1014232&hvtargid=pla-568972756920&psc=1&tag=&ref=&adgrpid=60258871617&hvpone=&hvptwo=&hvadid=312137955333&hvpos=&hvnetw=g&hvrand=3512396882551407615&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=1014232&hvtargid=pla-568972756920

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Die with Zero or Don't Die with Zero

Tue, 26 Oct 2021 08:00:00 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: What's the best way to invest in your child's future?

Tue, 05 Oct 2021 19:38:43 -0400

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.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Tax Free Retirement Planning for Pastors

Tue, 28 Sep 2021 20:27:59 -0400

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, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Biden's New Tax Proposal

Tue, 21 Sep 2021 15:12:37 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Investing in Bitcoin and Determining if it Makes Sense for You

Tue, 14 Sep 2021 10:00:00 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: When to get a Trust

Tue, 07 Sep 2021 19:48:25 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: A Favorite Book for Business Owners -- Profit First

Tue, 31 Aug 2021 09:00:00 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Selecting the Appropriate Entity Type for Your Business

Tue, 24 Aug 2021 09:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell

Tue, 17 Aug 2021 09:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers

Tue, 10 Aug 2021 19:52:10 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.

Tue, 03 Aug 2021 10:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Roth Conversion Tax Strategy and the 5-Year Rule

Tue, 27 Jul 2021 17:51:29 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: How to Combine Finances for Newlyweds -- A Starting Point

Tue, 20 Jul 2021 14:33:40 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Safe Harbor 401k Benefits for Business Owners (4 minutes)

Tue, 13 Jul 2021 10:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes)

Tue, 06 Jul 2021 16:39:09 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Nerding-Out on A Creative Roth IRA Strategy for High Earners

Tue, 29 Jun 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Protecting Against Inflation for Business Owners

Tue, 22 Jun 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Podcast: Secure Your Online Info with a Password Manager

Tue, 15 Jun 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Simplifying College Savings with a 529 Plan

Tue, 08 Jun 2021 14:56:26 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Roth 401k Simplicity and Tax Benefits

Tue, 01 Jun 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Removing Some of the Pressure that comes with Goal Setting for Financial Planning

Tue, 25 May 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

2 Ways to Be Prepared to Pay Taxes as a Business Owner Every Year

Tue, 18 May 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

The Mega-Backdoor-Roth-401k for Business Owners

Tue, 11 May 2021 03:00:00 -0400

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Managing Cash Flow in Your Business for Self-Employed Business Owners

Tue, 04 May 2021 03:00:00 -0400

Profit First book: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

A Cash Flow Paradigm Shift for Business Owners

Tue, 27 Apr 2021 03:00:00 -0400

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

What's a Backdoor Roth IRA and Why is it Valuable?

Tue, 20 Apr 2021 03:00:00 -0400

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Figuring Out How Much You Need in Retirement, Part 2

Tue, 13 Apr 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Figuring Out How Much You Need in Retirement, Part 1

Tue, 06 Apr 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

3 Quick Tax Strategies to Capitalize on Tax Cuts in 2021

Tue, 30 Mar 2021 03:00:00 -0400

Contact Us: https://www.aquilawealth.com/contact-us

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Where To Get The Best Interest Rates On Your Business Cash Savings

Tue, 23 Mar 2021 03:00:00 -0400

https://www.liveoakbank.com/business-banking/

Contact Us: https://www.aquilawealth.com/contact-us

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

What To Do With Your Old 401k

Tue, 16 Mar 2021 15:33:46 -0400

In this 5-minute podcast episode, I help you tackle the decision of what to do with an old employer 401k account.

Contact Us: https://www.aquilawealth.com/contact-us

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/

Your Instinctive Way of Striving with the Kolbe A™ Index

Fri, 12 Mar 2021 17:22:26 -0500

The Kolbe A™ Index has been an incredible resource for me to learn the best ways in which I get things done. As a business owner, understanding your instinctive way of striving, can be a game-changer.

Access the Kolby A™ Index at: https://secure.kolbe.com/k2/show_takeIndex/indexType_A

Schedule A Call: https://www.aquilawealth.com/schedule-appointment

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

San Luis Obispo, CA

https://www.aquilawealth.com/