Eric Maldonado, CFP®, MBA

Aquila Wealth Podcast

Business EN ↓ 57 episodes

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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Author

Eric Maldonado, CFP®, MBA

Episodes

What's a Backdoor Roth IRA and Why is it Valuable? 20.04.2021 6:11

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...

Figuring Out How Much You Need in Retirement, Part 2 13.04.2021 7:54

Figuring Out How Much You Need in Retirement, Part 1 06.04.2021 5:36

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 e...

3 Quick Tax Strategies to Capitalize on Tax Cuts in 2021 30.03.2021 5:33

Where To Get The Best Interest Rates On Your Business Cash Savings 23.03.2021 4:02

https://www.liveoakbank.com/business-banking/ 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...

What To Do With Your Old 401k 16.03.2021 5:12

In this 5-minute podcast episode, I help you tackle the decision of what to do with an old employer 401k account. 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 W...

Your Instinctive Way of Striving with the Kolbe A™ Index 12.03.2021 4:45

The Kolbe A™ Index has been an incredible resource for me to learn the best ways in which I get things done. As a business owner, understanding your instinctive way of striving, can be a game-changer. Access the Kolby A™ Index at: https://secure.kolbe.com/k2/show_takeIndex/indexType_A Contact Us: https://www.aquilawealth.com/contact-us Schedule A Call: https://www.aquilawealth.com/schedule-appoint...