Aquila Wealth Podcast

In today's episode, we explore the complex distribution rules associated with inherited IRAs, focusing on scenarios where a child inherits an IRA from a deceased parent. This episode clarifies the re…

Retirement should be a period of financial freedom, not fiscal anxiety. 

In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you a…

 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 str…

In this episode, we explore three intelligent ways to use an inheritance or windfall to bolster your retirement plans. Key topics include assessing your assets, understanding tax implications, avoidi…

Unlock the financial success code for your business! In this episode, I delve into a comprehensive checklist to supercharge your business finances throughout the year. You’ll discover the importance …

In the creative solopreneur space, the path to success often leads to a crucial crossroads: business reinvestment or stock market exploration. As a solopreneur managing your enterprise alone, the dec…

Unlock the secret to financial success as a solopreneur in this episode where we review the top financial strategies tailored to solo business owners. You’ll discover the power of the SOLO 401(k), a …

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://ww…

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

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

[email protected]

San Luis Obispo, CA

https://www.aquilawealth.com/

Disclosure: Aquila …

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

Eric Maldonado, CFP®, MBA

Owner, Aquila Wealth Advisors, LLC

(805)250-4552

[email protected]

San Luis Obispo, CA

https://www.aquilawealth.com/

Disclo…

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 …

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: htt…

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 & U…

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 in…

Business Owners with young kids, do you find yourself wanting to invest more time and money into your family and kids while they’re still young? One way to force you to take the vacations, the trips,…

When markets drop and your investment balances go down, it doesn’t make anybody feel “good.” It can be very stressful and worrisome to see your investment drop in value. What are some ways you can ch…

In today’s episode, I’m talking about the hidden cost of investing in individual stock vs investing in a basket of companies inside of an Exchange Traded Fund (ETF), Index Fund, or Mutual Fund. Namel…

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 th…