All in Podcast
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/
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/
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/
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/
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 current tax cuts in 2021.
Roth Conversions.
Qualified Charitable Distributions.
Bunching Itemized Deductions.
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.
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
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
