All tagged San Luis Obispo Financial Advisor
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.
In this episode, I provide some ways to remove some of the pressure that comes with setting goals while still making progress on your financial plan.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
In this episode, I share 2 ways to avoid surprises and ensure you a prepared to pay taxes each year as a Business Owner.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
What's Your Retirement Number?
In this episode, I share a simple way to get an idea of what your number is in order to retire. In other words, how much money do you need in total in order to have work be an option vs an obligation?
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/
Do you have a good idea of how much you need or want in retirement? In this episode, I'll help you think of some ways to come up with that number.
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/
Click on the image to listen. In this 5-minute podcast episode, I help you tackle the decision of what to do with an old employer 401k account.
Please feel free to reach out to schedule a call if you have any questions.
Warm regards,
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
eric@aquilawealth.com
872 Higuera St., San Luis Obispo, CA 93401
www.aquilawealth.com
