Learn how to master your business finances with a comprehensive yearly checklist.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
All tagged Aquila Wealth Advisors San Luis Obispo
Ep. 52 Investing in Your Business vs. The Stock Market
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 51 Top Solopreneur Finance Strategies
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 50 Five Financial Fundamentals for Business Owners
Unlock the financial fundamentals for business success. Learn about profit margin, catastrophe coverage, and more in this episode.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability
Discover resilience and growth strategies for your business with our top ten tips.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and More
Listen in to hear common questions Entrepreneurs ask a Financial Advisor. In this episode, we cover Risk Planning, Entity Selection, Budgeting, Cash Flow, Taxes, and Retirement.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
Ep. 47 How to prioritize home improvement projects when the economy is uncertain
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. 46 Two Mistakes to Avoid During Bear Markets
When bear markets hit, it’s hard to avoid making emotionally driven investment mistakes. A bear market is typically described as a 20% or more drop in securities prices. In today’s podcast, we’re addressing two mistakes to avoid: panic selling and staying in cash for too long.
Ep. 45 The Antidote to Panicking and Selling Out of the Markets
Zoom out, and look at the markets from a larger vantage point to get some perspective. The further out you pull back on the results of the stock market on a graph, the more it looks obvious that the market only goes one direction historically.
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”
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/
Podcast Ep. 33 -- Your One Word for 2022
What’s your one word for 2022? Have you developed a habit of focusing your year around one theme or one main motif? The “one word” can help you do that.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/
Podcast: Die with Zero or Don't Die with Zero
In this episode, I give my take on the book “Die with Zero” by Bill Perkins, published in 2020.
I liked his concepts on investing in “memory dividends,” and spending based on your stages of life and your health.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/
Contact Us: https://www.aquilawealth.com/contact-us
Podcast: What's the best way to invest in your child's future?
In this week’s podcast episode, we are looking at the best ways to invest in your child’s future.
We talk about utilizing 529 plans, brokerage accounts, UTMA’s, Real Estate, and Business Ownership.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/
Podcast: When to get a Trust
Today, we’re talking estate planning and when is it the right time to get a Trust in place?
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
Podcast: A Favorite Book for Business Owners -- Profit First
Today I’m talking about one of my favorite books for business owners. It’s called ‘Profit First’ by Mike Michalowicz. I like this book because it simplifies the cash flow process for business owners. It provides a great tool to ensure you’re paying yourself a profit distribution and an owner’s salary all while preparing for taxes due and operational expenses.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
San Luis Obispo, CA
https://www.aquilawealth.com/
Podcast: Selecting the Appropriate Entity Type for Your Business
A common mistake I see amongst business owners is within the business entity selection type. In this episode, I talk about the differences between a sole proprietorship, an LLC, an S-Corp, and a C-Corp. We look at the tax and liability considerations of each entity type.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
872 Higeura 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.
Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell
Today I’m talking about President Biden’s the proposed capital gains tax increase and how it could effect a business owner looking to sell their business. Essentially, the proposal increases long-term capital gains tax rates from 20% to 39.6% on total income above $1M.
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/
Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers
In this episode, I talk about three things to consider when switching your 401k to a different provider as a business owner — expenses, employee support, and liability for the business owner.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
872 Higeura St., San Luis Obispo, CA, 93401
https://www.aquilawealth.com/
Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.
Today we’re talking about a Cash Balance Plan and how it can be used as a business owner to supercharge your retirement savings in a short amount of time.
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/
Podcast: How to Combine Finances for Newlyweds -- A Starting Point
In this episode, we talk about one idea to begin joining financial efforts within a new marriage.
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/