Aquila Wealth Podcast

著者: Eric Maldonado CFP® MBA
  • サマリー

  • 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.

    © 2024 Aquila Wealth Podcast
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あらすじ・解説

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.

© 2024 Aquila Wealth Podcast
エピソード
  • Ep. 53 Mastering Your Business Finances: A Comprehensive Yearly Checklist
    2024/01/23

    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

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    16 分
  • Ep. 52 Investing in Your Business vs. The Stock Market
    2023/12/12

    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

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    16 分
  • Ep. 51 Top Solopreneur Finance Strategies
    2023/11/14

    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

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    24 分

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