All in Financial Planning

Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Eric Maldonado, CFP®, MBA
Financial Planning, Retirement Planning, Risk Planning, Podcast

Ever wonder how major economic shifts impact your retirement dreams? In this insightful episode, we break down the recent tariff rollback and uncover crucial lessons for your long-term financial strategy. Get ready to dive into the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course.

Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.

Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!

Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

Eric Maldonado, CFP®, MBA
Financial Planning, Retirement Planning, Risk Planning, Podcast

An inheritance can be a significant boost to your financial future, especially when it comes to retirement. But how do you make the most of it? This episode will guide you through making informed decisions that ensure financial stability and growth as you approach or enter retirement.

You'll also learn how to leverage professional advice from financial advisors, tax preparers, and estate attorneys to navigate the complexities of managing an inherited windfall for long-term security.

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA

Ep. 47 How to prioritize home improvement projects when the economy is uncertain

Ep. 47 How to prioritize home improvement projects when the economy is uncertain

Eric Maldonado, CFP®, MBA
Podcast, Financial Planning, Cash Flow Planning

How do you prioritize home improvement projects when the economy is uncertain, rates are high, some industries are seeing layoffs, and inflation is still high? What should a homeowner be thinking about if they have updates to make? For example, how should you preserve your nest egg? How can you prioritize if you have multiple projects that you want to do? How can you budget so that even if you get a home equity loan, credit line, or personal loan, you can ensure you're not overextending your finances?

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. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”

Ep. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”

Eric Maldonado, CFP®, MBA
Podcast, Business Owners, Financial Planning

Business owners, are you taking steps to get the most value and income out of your business? My main takeaway from the book "Walking to Destiny 11 Actions An Owner Must Take To Rapidly Grow Value & Unlock Wealth" by Christopher M. Snider is that selling a business isn't just a one-time event in the future. Exit planning is a process that helps you get the most out of your business today, even if you're not planning on selling your company any time soon or ever.

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.

Ep. 38 What Does a Good Financial Planner Do? Listens to You

Ep. 38 What Does a Good Financial Planner Do? Listens to You

Eric Maldonado, CFP®, MBA
Podcast, Financial Planning, Business Owners

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.

Podcast: Protecting Against Inflation for Business Owners

Podcast: Protecting Against Inflation for Business Owners

Eric Maldonado, CFP®, MBA
Business Ownership, Podcast, Financial Planning

Inflation is a hot topic right now. Will prices continue to rise? And what are some ways to combat against rising prices of goods as a business owner?

Contact Us.

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

info@aquilawealth.com

872 Higuera St., San Luis Obispo, CA, 93401

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.