Episodes 57
Avg. Duration 6m
Activity Dormant
Since Mar 2021
Latest Episode Jun 2025

Publishing Details

Schedule
Weekly
Format
Episodic
Hosting
feeds.buzzsprout.com

Contact & Outreach

About This 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

[email protected]

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.

Explore Statistics

Recent Episodes

S1E57 Ep. 57 Inherited IRA from a Parent? Avoid HUGE Penalties! Son/Daughter Guide to Distributions & Taxes

Jun 23, 2025 25m

In today's episode, we explore the complex distribution rules associated with inherited IRAs, focusing on scenarios where a child inherits an IRA from a deceased parent. This episode clarifies the…

S1E56 Ep. 56 Cut To The Chase: Simplify The 3 Tax Bombs In Retirement | Easy Guide

Jun 16, 2025 12m

Retirement should be a period of financial freedom, not fiscal anxiety. In this episode, we confront the often-intimidating world of retirement taxes head-on, demystifying the major "tax bombs" you…

S1E55 Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Jun 09, 2025 26m

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…

S1E54 Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

Jun 02, 2025 22m

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,…

S1E53 Ep. 53 Mastering Your Business Finances: A Comprehensive Yearly Checklist

Jan 23, 2024 16m

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…

S1E52 Ep. 52 Investing in Your Business vs. The Stock Market

Dec 12, 2023 16m

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…

S1E51 Ep. 51 Top Solopreneur Finance Strategies

Nov 14, 2023 24m

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…

S1E50 Ep. 50 Five Financial Fundamentals for Business Owners

Oct 10, 2023 20m

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…

S1E49 Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability

Sep 12, 2023 24m

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…

Ep. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and More

Jun 19, 2023 54m

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:…

Ep. 47 How to prioritize home improvement projects when the economy is uncertain

Apr 17, 2023 6m

Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, [email protected] Luis Obispo, CA https://www.aquilawealth.com/Disclosure: Aquila…

Ep. 46 Two Mistakes to Avoid During Bear Markets

Aug 22, 2022 6m

Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)[email protected] Luis Obispo, CA…

Ep. 45 The Antidote to Panicking and Selling Out of the Markets

Jun 28, 2022 7m

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…

Ep. 44 Are Things Getter Better or Are Things Getting Worse?

Jun 21, 2022 5m

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:…

Ep. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”

Jun 14, 2022 7m

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…

Ep. 42 Business Owners, Don't Trap Yourself Financially In Your Business

Jun 07, 2022 6m

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…

Ep. 41 Business Owners with Young Kids, Create a "Family Fun" Account

May 31, 2022 4m

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,…

Ep. 40 When Markets Drop Focus On These 2 Things

May 24, 2022 8m

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…

Ep. 39 The Emotional Toll of Investing in Individual Stocks vs. Index Funds

May 17, 2022 6m

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.…

Ep. 38 What Does a Good Financial Planner Do? Listens to You

May 10, 2022 4m

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…

Frequently Asked Questions

How many episodes does Aquila Wealth Podcast have?

Aquila Wealth Podcast has published 57 episodes since March 2021, covering topics in Business, Education.

Is Aquila Wealth Podcast still active?

Aquila Wealth Podcast is currently dormant with new episodes weekly. Average episode length is 6m.

How do I contact Aquila Wealth Podcast for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Aquila Wealth Podcast, including email and social media links.

Similar Podcasts