Learn how to master your business finances with a comprehensive yearly checklist.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
All in Business Owners
Ep. 52 Investing in Your Business vs. The Stock Market
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 51 Top Solopreneur Finance Strategies
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 50 Five Financial Fundamentals for Business Owners
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability
Discover resilience and growth strategies for your business with our top ten tips.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
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
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 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.
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/
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 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.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
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 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.
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 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.
Podcast: Die with Zero or Don't Die with Zero
In this episode, I give my take on the book “Die with Zero” by Bill Perkins, published in 2020.
I liked his concepts on investing in “memory dividends,” and spending based on your stages of life and your health.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/
Contact Us: https://www.aquilawealth.com/contact-us
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.
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
In this episode, I lay out some of the main changes in Biden's new Tax Proposal, including raising income tax rates, raising capital gains tax rates, removing Roth conversions, and extending child tax credits.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/