In this episode, we look at 2 reasons to utilize the Roth 401k.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
Removing Some of the Pressure that comes with Goal Setting for Financial Planning
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
2 Ways to Be Prepared to Pay Taxes as a Business Owner Every Year
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
The Mega-Backdoor-Roth-401k for Business Owners
A strategy for accumulating large amounts for tax-free assets as a Business Owner.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
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.
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/
What's a Backdoor Roth IRA and Why is it Valuable?
In this episode, I share what a Backdoor Roth IRA is and why it’s a valuable investing and tax planning tool.
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 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/
3 Quick Tax Strategies to Capitalize on Tax Cuts in 2021
3 quick tax strategies to capitalize on current tax cuts in 2021.
Roth Conversions.
Qualified Charitable Distributions.
Bunching Itemized Deductions.
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.
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
Your Instinctive Way of Striving with the Kolbe A™ Index
Hear about an excellent productivity resource for any business owner called the Kolbe A™ Index.
~Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
eric@aquilawealth.com