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  • 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
  • Ep. 50 Five Financial Fundamentals for Business Owners
    2023/10/10

    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/newsletter

    You can find show notes, resources and more at: https://tinyurl.com/msfw9bcd

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    20 分
  • Ep. 49 Business Resilience: 10 Tips for Longevity and Financial Stability
    2023/09/12

    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

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    24 分
  • Ep. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and More
    2023/06/19

    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-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. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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    54 分
  • Ep. 47 How to prioritize home improvement projects when the economy is uncertain
    2023/04/17

    Contact Us: https://www.aquilawealth.com/contact-us

    Eric Maldonado, CFP®, MBA

    Owner, Aquila Wealth Advisors, LLC

    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. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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    6 分
  • Ep. 46 Two Mistakes to Avoid During Bear Markets
    2022/08/22

    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. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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    7 分