All tagged San Luis Obispo Podcast

Ep. 44 Are Things Getter Better or Are Things Getting Worse?

Ep. 44 Are Things Getter Better or Are Things Getting Worse?

Eric Maldonado, CFP®, MBA
Podcast, Financial Planning

On a global macro-scale things are getting much better for people, whether it’s measured by extreme hunger, violence, or resources. See this video for more info on things getting better globally: https://www.youtube.com/watch?v=Jalfq9uWXQk.

Yet, it doesn’t always feel like things are getting better. If we’re just looking at the news, it seems like things are always getting worse.

When it comes to financial planning, I try and help clients focus on their plan and on their unique time frame. This oftentimes puts things in the proper perspective.

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. 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.