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 info@aquilawealth.com 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.
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 strategy. We'll uncover the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course. Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted. Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say! Sign up for the newsletter here. You can find show notes, resources and more at www.aquilawealth.comDisclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.
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, avoiding common mistakes, setting financial goals, and creating a recession-proof fund. We also cover long-term planning strategies, such as Roth conversions and tax-efficient investments. Learn how to make informed decisions that ensure financial stability and growth, supported by professional advice from financial advisors, tax preparers, and estate attorneys.Sign up for the newsletter here.You can find show notes, resources and more at www.aquilawealth.com.Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.
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 of growth assessments, how to pinpoint key performance indicators, and what it takes to set effective saving goals. Sign up for the newsletter here: https://www.aquilawealth.com/newsletter You can find show notes, resources and more at: http://tinyurl.com/376cz7z3
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 decision of where to channel surplus income can be perplexing. This episode explains the intricacies of this dilemma, guiding you through key considerations. Sign up for the newsletter here: https://www.aquilawealth.com/newsletter You can find show notes, resources and more at: https://tinyurl.com/5ymufnx2
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 retirement plan designed for your business and you, enabling you to save a substantial amount pre-tax for your future, with options like the Roth. We'll also explore the Roth/pre-tax component, the benefits of having an S corp, how to handle profit sharing, and the intricate world of business entity selection. Sign up for the newsletter here: https://www.aquilawealth.com/newsletter You can find show notes, resources and more at: https://tinyurl.com/zuvu72cs
In today's episode, we're delving into the essential financial fundamentals that every business owner should have in place to achieve financial independence and long-term stability. It's a Financial Planning 101 for business owners, designed to provide you with the tools and knowledge you need to build a strong financial foundation.Monthly email newsletter sign-up: aquilawealth.com/newsletterYou can find show notes, resources and more at: https://tinyurl.com/msfw9bcd
Have you ever heard the phrase, "The only way to lose is to quit"? When it comes to business ownership, this premise holds a profound truth: success is often achieved by the unwavering commitment to never giving up. In this episode, we delve into the top 10 strategies for ensuring the longevity and financial stability of your business. Discover the transformative power of compounding, and learn how to design your business in a way that makes work enjoyable, ensuring you never want to stop.Sign up for our monthly email newsletter here: https://www.aquilawealth.com/newsletter You can find show notes, resources and more at: http://tinyurl.com/bdddb7xm
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://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLCinfo@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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 market only goes one direction historically. Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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: https://www.youtube.com/watch?v=Jalfq9uWXQk.Yet, it doesn't always feel like things are getting better. If we're just looking at the news, it seems like things are always getting worse.When it comes to financial planning, I try and help clients focus on their plan and on their unique time frame. This oftentimes puts things in the proper perspective.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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 & Unlock Wealth" by Christopher M. Snider is that selling a business isn't just a one-time event in the future. Exit planning is a process that helps you get the most out of your business today, even if you're not planning on selling your company any time soon or ever.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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 investing in a separate tax-free asset, i.e., a Roth 401k, throughout your business ownership career.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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, or spend the time away with your family and kids while they're young is to set aside a certain amount of money into a separate business account every month. Once per quarter take that money as an owner draw and spend on family fun and creating memories.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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 channel your feelings of fear and gloom into a more productive perspective when it comes to investing? Number 1, is to focus on your plan. Now, you might be saying, “I can't go back in time to create a plan, I need help now!” And you're correct, we can't go back in time, but that doesn't mean you can't draw up a plan now for the next market dip. Because it is a matter of “when” not “if” the next market correction or recession takes place. You can prepare yourself now for the next market drop. The 2nd thing you can do to prevent yourself from making a mistake during negative stock market days is to put in place a “human barrier.” Have someone you can call on to come between you and a regrettable buy or sell decision. In other words, have someone you can talk to before you make a move in your investment accounts at an emotional time. Things will get better, sometimes it is hard to see that on your own. Have someone you can turn to to help you see the light when everything looks dark.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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. Namely, the “emotional toll” it can take to invest in individual companies. Is it worth experiencing the stress and angst it takes to invest in individual companies? Sometimes, investing in a broad range of companies within an ETF or an Index Fund is less stressful and takes less of an emotional toll on the investor. When you're invested in a bunch of companies with a fund you're less likely to fixate any one company. Whereas focusing on one company's results can bring about a much more emotional ride.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Eric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comContact Us: https://www.aquilawealth.com/contact-usSan 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.
“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-568972756920Eric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Eric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan Luis Obispo, CA https://www.aquilawealth.com/Contact Us: https://www.aquilawealth.com/contact-usDisclosure: 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.
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®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan Luis Obispo, CA https://www.aquilawealth.com/
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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan Luis Obispo, CAhttps://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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Profit First book: https://www.amazon.com/Profit-First-Transform-Cash-Eating-Money-Making-ebook/dp/B01HCGYTH4Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usSchedule A Call: https://www.aquilawealth.com/schedule-appointmentEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usSchedule A Call: https://www.aquilawealth.com/schedule-appointmentEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usSchedule A Call: https://www.aquilawealth.com/schedule-appointmentEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
Contact Us: https://www.aquilawealth.com/contact-usSchedule A Call: https://www.aquilawealth.com/schedule-appointmentEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.
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