Aquila Wealth Podcast
Business Owners, listen to unique and creative ways to transform your business and personal finances.
Enjoy the show!
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
www.aquilawealth.com
Contact Us: https://www.aquilawealth.com/contact-us
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.
- Update frequency
- every 7 days
- Average duration
- 9 minutes
- Episodes
- 57
- Years Active
- 2021 - 2025
Ep. 37: Combating Inflation with Investments
In this episode, I discuss the “silent killer” of financial planning: inflation. One of the best antidotes to the negative effects of inflation is investing in great companies. You want your purchasi…
Ep. 36: How Much Should You Invest in Bitcoin? A Framework
In this episode, I provide a framework for determining how much you should invest in Bitcoin. Converting your investment choices into a percentage of your total wealth is a helpful guardrail to keep …
Episode 35. Bitcoin and 3 Things to Consider Before Investing
In this episode I talk about Bitcoin 3 things to think about before investing in it:
The wild swings in price.
Spend time learning about it.
Decide on the fraction of your wealth you’re going to start w…
Episode 34. 3 Ways to Make Your Tax Filing Season Less Painful
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
Contact Us: https://www.aquilawealth.com/contact-us
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast Ep. 33 -- Your One Word for 2022
“One Word That Will Change Your Life” book reference: https://www.amazon.com/Word-That-Will-Change-Expanded/dp/1118809424/ref=asc_df_1118809424/?tag=hyprod-20&linkCode=df0&hvadid=312137955333&hvpos=&…
Podcast: Die with Zero or Don't Die with Zero
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Contact Us: https://www.aquilawealth.com/contact-us
Disclo…
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.
Podcast: Tax Free Retirement Planning for Pastors
Today we’re talking about a unique tax-free savings vehicle for pastors, called the 403b(9) account, which allows pastors to access their Housing Allowance tax benefit while in retirement.
Contact Us:…
Podcast: Biden's New Tax Proposal
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Investing in Bitcoin and Determining if it Makes Sense for You
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: When to get a Trust
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: A Favorite Book for Business Owners -- Profit First
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Selecting the Appropriate Entity Type for Your Business
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan.
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Roth Conversion Tax Strategy and the 5-Year Rule
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: How to Combine Finances for Newlyweds -- A Starting Point
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Safe Harbor 401k Benefits for Business Owners (4 minutes)
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…
Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes)
Contact Us: https://www.aquilawealth.com/contact-us
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
Disclo…