Aquila Wealth Podcast

Aquila Wealth Podcast

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Aquila Wealth Podcast episodes

  • 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

    [email protected]

    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: Nerding-Out on A Creative Roth IRA Strategy for High Earners

    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/

    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.

    6 min
  • Podcast: Protecting Against Inflation for Business Owners

    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/

    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.

    7 min
  • Podcast: Secure Your Online Info with a Password Manager

    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/

    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
  • Simplifying College Savings with a 529 Plan

    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/

    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.

    6 min
  • Roth 401k Simplicity and Tax Benefits

    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/

    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
  • Removing Some of the Pressure that comes with Goal Setting for Financial Planning

    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/

    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.

    6 min
  • 2 Ways to Be Prepared to Pay Taxes as a Business Owner Every Year

    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/

    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.

    10 min
  • The Mega-Backdoor-Roth-401k for Business Owners

    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/

    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.

    7 min
  • Managing Cash Flow in Your Business for Self-Employed Business Owners

    Profit First book: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4

    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/

    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

About Aquila Wealth Podcast

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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,…