All in Podcast

Figuring Out How Much You Need in Retirement, Part 2

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/

Figuring Out How Much You Need in Retirement, Part 1

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/

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.

Contact Us or Schedule a Call.

What To Do With Your Old 401k

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