Eric Maldonado, CFP®, MBA
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 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, accountan...
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Eric Maldonado, CFP®, MBA
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Podcast-Website
Neueste Folge
23. Jun 2025
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Podcast: Die with Zero or Don't Die with Zero 26.10.2021 8:52
Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: What's the best way to invest in your child's future? 05.10.2021 7:41
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 info@aquilawealth.com San Luis Obispo, CA https://www.aquilawealth.com/
Podcast: Tax Free Retirement Planning for Pastors 29.09.2021 2:29
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 info@aquilawealth.com San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure:...
Podcast: Biden's New Tax Proposal 21.09.2021 11:06
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Investing in Bitcoin and Determining if it Makes Sense for You 14.09.2021 9:57
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: When to get a Trust 07.09.2021 8:12
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: A Favorite Book for Business Owners -- Profit First 31.08.2021 5:18
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Selecting the Appropriate Entity Type for Your Business 24.08.2021 7:55
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Biden's Proposed Capital Gains Tax Increase and Business Owners Planning to Sell 17.08.2021 6:01
Contact Us : https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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...
Podcast: 3 Considerations for Business Owners Wanting to Change 401k Providers 10.08.2021 6:16
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Supercharge Your Retirement Savings as a Business Owner with a Cash Balance Plan. 03.08.2021 6:24
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Roth Conversion Tax Strategy and the 5-Year Rule 27.07.2021 4:17
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: How to Combine Finances for Newlyweds -- A Starting Point 20.07.2021 5:29
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Safe Harbor 401k Benefits for Business Owners (4 minutes) 13.07.2021 4:16
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Creating a 529 College Savings Plan for a Newborn (3 Minutes) 06.07.2021 2:53
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Nerding-Out on A Creative Roth IRA Strategy for High Earners 29.06.2021 5:32
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Protecting Against Inflation for Business Owners 22.06.2021 6:49
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Podcast: Secure Your Online Info with a Password Manager 15.06.2021 7:14
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Simplifying College Savings with a 529 Plan 08.06.2021 5:41
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Roth 401k Simplicity and Tax Benefits 01.06.2021 4:37
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Removing Some of the Pressure that comes with Goal Setting for Financial Planning 25.05.2021 5:59
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
2 Ways to Be Prepared to Pay Taxes as a Business Owner Every Year 18.05.2021 9:26
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
The Mega-Backdoor-Roth-401k for Business Owners 11.05.2021 6:40
Contact Us: https://www.aquilawealth.com/contact-us Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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....
Managing Cash Flow in Your Business for Self-Employed Business Owners 04.05.2021 7:07
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 info@aquilawealth.com San Luis Obispo, CA https://www.aquilawealth.com/ Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of...
A Cash Flow Paradigm Shift for Business Owners 27.04.2021 5:49
Contact Us: https://www.aquilawealth.com/contact-us Schedule A Call: https://www.aquilawealth.com/schedule-appointment Eric Maldonado, CFP®, MBA Owner, Aquila Wealth Advisors, LLC (805)250-4552 info@aquilawealth.com 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 ex...
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