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

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

Eric Maldonado, CFP®, MBA
Business Ownership, Financial Planning, Investment Planning, Podcast, Tax Planning, Retirement Planning, Risk Planning, Cash Flow Planning

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.

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/

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.

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