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

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.

Contact Us.

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/

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.

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

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

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

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