Aquila Wealth Podcast
Claim This Podcastby Eric Maldonado, CFP®, MBA
Podcast Authority
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Podcast Overview
<p>Business Owners, listen to unique and creative ways to transform your business and personal finances. </p><p>Enjoy the show!</p><p>Eric Maldonado, CFP®, MBA</p><p>Owner, Aquila Wealth Advisors, LLC</p><p>(805)250-4552</p><p>info@aquilawealth.com</p><p>San Luis Obispo, CA </p><p>www.aquilawealth.com</p><p>Contact Us: https://www.aquilawealth.com/contact-us</p><p>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.</p>
Language
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Publishing Since
3/12/2021
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Recent Episodes
June 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 associate...
June 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...
June 9, 2025
Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips
Host David Flores explores the impact of tariff rollbacks and market corrections on retirement planning, emphasizing diversification and long-term investment strategies.
57 total episodes available
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- What is Aquila Wealth Podcast?
<p>Business Owners, listen to unique and creative ways to transform your business and personal finances. </p><p>Enjoy the show!</p><p>Eric Maldonado, CFP®, MBA</p><p>Owner, Aquila Wealth Advisors, LLC</p><p>(805)250-4552</p><p>info@aquilawealth.com</p><p>San Luis Obispo, CA </p><p>www.aquilawealth.com</p><p>Contact Us: https://www.aquilawealth.com/contact-us</p><p>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.</p> - How often does this podcast release new episodes?
This podcast updates inactive.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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