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 Cash Flow Planning
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. 47 How to prioritize home improvement projects when the economy is uncertain
How do you prioritize home improvement projects when the economy is uncertain, rates are high, some industries are seeing layoffs, and inflation is still high? What should a homeowner be thinking about if they have updates to make? For example, how should you preserve your nest egg? How can you prioritize if you have multiple projects that you want to do? How can you budget so that even if you get a home equity loan, credit line, or personal loan, you can ensure you're not overextending your finances?
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 career.
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
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: A Favorite Book for Business Owners -- Profit First
Today I’m talking about one of my favorite books for business owners. It’s called ‘Profit First’ by Mike Michalowicz. I like this book because it simplifies the cash flow process for business owners. It provides a great tool to ensure you’re paying yourself a profit distribution and an owner’s salary all while preparing for taxes due and operational expenses.
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
In this episode, we talk about one idea to begin joining financial efforts within a new marriage.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
872 Higuera St., San Luis Obispo, CA, 93401
https://www.aquilawealth.com/
Managing Cash Flow in Your Business for Self-Employed Business Owners
In this episode, I provide an easy and effective way to manage your cash flow in your business. It allows you to be prepared for expenses and taxes while generating a profit and your salary as the owner.
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
How are Business Owners supposed to think about their Business Cash Flow as it relates to their personal finances?
In this episode, I speak to a great way to think about managing your Business Cash Flow so that you and your family are still taken care of — no matter what happens to your business.
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
Listen in as I share how to get the highest interest rates on your business cash reserves along with how much is the right amount to have in cash as a business cash reserve.
When it comes to business savings account interest rates, in general, I am a fan of online business savings banks like Live Oak Bank, https://www.liveoakbank.com/business-banking/. Live Oak Bank tends to be at the higher end, if not that highest, when it comes to business savings account interest rates. I also like that Live Oak bank does not have monthly account fees nor a minimum deposit requirement, at least as of the date of this writing. Disclaimer: Check banks and rates for yourself. I do not have any benefit or affiliation with Live Oak Bank.