Eric Maldonado, CFP®, MBA was recently interviewed by KSBY about student loan planning and the new SAVE plan.
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All in Video
Video: Common Questions Entrepreneurs Ask a Financial Planner
I address common entrepreneur questions regarding finances and business profit strategy in this webinar replay.
Topics include:
- Protection Planning and Risk Strategy
- Business Structure and Entity Selection
- Owner Pay
- Budgeting in the Business
- Cash Flow Management
- Debt and Financing Options
- Employees and payroll
- Tax savings ideas
- Retirement Plan options
VIDEO: 10 Questions to Ask a Financial Advisor
Please tune in to hear our commentary on what someone looking for an advisor to work with should be asking first.
VIDEO: Investing in High Yield Savings Accounts vs. the Stock Market -- What to Consider
In today’s video we tackle the questions:
What are current high-yield savings rates?
How do they compare to investing in the stock market?
What are some considerations with deciding whether to invest in a high-yield savings account or the stock market?
Is now the time to invest in the stock market due to high inflation?
Are high-yield savings account too good to pass up?
Christian Faith-based Principles for Managing Your Money REPLAY
For people of faith, managing money can feel challenging, especially if you want to align that management with your values. This webinar addresses principled investing, charitable giving, responsible financial planning, and being a good steward of your wealth.
Webinar Replay: Preserving Your Retirement Next Egg
Retiring on your savings? Don’t let the value of your nest egg be lost to inflation. This webinar, with speaker Eric Maldonado CFP®, MBA, will address building a recession-proof fund, investing in real estate, withdrawals from your fund, and more.
KSBY Feature Interview: College Student Loan Planning
We were recently featured by KSBY in an interview about College Student Loan Planning.
Link to article interview: https://www.ksby.com/news/local-news/college-students-react-to-president-bidens-federal-student-loan-relief-plan
“Know what your interest rates are, know what kind of loans they are — if they are private, public, federal, subsidized or unsubsidized,” explained Eric Maldonado, Aquila Wealth Advisors’ Owner.
Set a financial game plan.
“If you have other debt, that’s a great place to put that money. Pay that other debt whether it’s credit card debt or car debt,” recommended Maldonado.
Video Replay: How Small Businesses Can Be Profitable in the Midst of Inflation
Eric Maldonado, CFP®, MBA, recently spoke at a webinar entitled: How Small Businesses Can Be Profitable in the Midst of Inflation. He helped viewers better understand their business finances, implement a process for maximizing business cash flow, and how to grow business profits. Click on the image to access the video reply.
KSBY Feature: Experts recommend sticking to a budget for summer travel amid high gas prices
This week, on July 22nd, 2022, we were interviewed by KSBY to weigh in on budgeting and inflation this summer.
See the article and video interview here: https://www.ksby.com/news/local-news/experts-recommend-sticking-to-a-budget-for-summer-travel-amid-high-gas-prices
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