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Aquila Wealth Podcast
Aquila Wealth Podcast episodes
- Ep. 38 What Does a Good Financial Planner Do? Listens to You
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.
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/
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.
5 min - 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 purchasing power to at least keep pace with rising prices.
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/
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.
8 min - 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 you in line with your goals.
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/
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.
5 min - 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 with at the front end.
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/
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.
9 min - 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/
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.
5 min - 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=&hvnetw=g&hvrand=3512396882551407615&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=1014232&hvtargid=pla-568972756920&psc=1&tag=&ref=&adgrpid=60258871617&hvpone=&hvptwo=&hvadid=312137955333&hvpos=&hvnetw=g&hvrand=3512396882551407615&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=1014232&hvtargid=pla-568972756920
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
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.
3 min - 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
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.
9 min - 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.
Contact Us.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
San Luis Obispo, CA
https://www.aquilawealth.com/
8 min - 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: 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/
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.
3 min - 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/
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.
12 min
About Aquila Wealth Podcast
From the publisher's feed
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.