Aquila Wealth Podcast

Eric Maldonado, CFP®, MBA
  • 5.0 (3)
  • Investing
  • Updated Weekly

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.

  1. 06/23/2025

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

    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 required minimum distributions (RMDs) and the impact of the 10-year rule under the latest regulations.  Learn whether your situation falls into the category of non-eligible designated beneficiaries or eligible designated beneficiaries, and understand the tax implications and penalties associated with these rules.  Eric simplifies the intricacies of both pre- and post-2020 inherited IRAs, providing practical advice and resources to ensure compliance and optimize your financial outcomes. Sign up for the newsletter here. You can find show notes, resources and more at www.aquilawealth.com. Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

    26 min

  2. 06/16/2025

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

    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 absolutely need to understand.  Learn how your income interacts with tax brackets, Roth conversions, Social Security, and Medicare charges. We'll provide actionable strategies to help you make smarter decisions, protect your hard-earned retirement income, and minimize your tax burden for a more secure financial future.  Sign up for the newsletter here. You can find show notes, resources and more at www.aquilawealth.com. Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

    13 min

  3. 06/09/2025

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

    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 strategy. We'll uncover the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course.  Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.  Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!  Sign up for the newsletter here.  You can find show notes, resources and more at www.aquilawealth.com Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

    27 min

  4. 06/02/2025

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

    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, avoiding common mistakes, setting financial goals, and creating a recession-proof fund. We also cover long-term planning strategies, such as Roth conversions and tax-efficient investments.  Learn how to make informed decisions that ensure financial stability and growth, supported by professional advice from financial advisors, tax preparers, and estate attorneys. Sign up for the newsletter here. You can find show notes, resources and more at www.aquilawealth.com. Disclosure: This podcast for information not advice for any one person. Always consult with your tax, legal, or financial advisor first. Aquila Wealth Advisors is a registered investment advisor in CA, TX, LA and states where exempt.

    23 min

  5. 01/23/2024

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

    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

    16 min

  6. 12/12/2023

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

    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

    16 min

  7. 11/14/2023

    Ep. 51 Top Solopreneur Finance Strategies

    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

    24 min

  8. 10/10/2023

    Ep. 50 Five Financial Fundamentals for Business Owners

    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

    20 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Eric Maldonado, CFP®, MBA
  • Years Active
    2021 - 2025
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © 2026 Aquila Wealth Podcast
  • Show Website
    Aquila Wealth Podcast