Shows
Accessible FinanceRetirement Regrets: Avoiding Common Pitfalls | Accessible Finance Ep 82In episode 82 of Accessible Finance, hosts Eric and Rachael Johns delve into retirement regrets and how to avoid common pitfalls. They discuss personal stories from retirees who wish they had started saving earlier, misunderstood Medicare coverage, mismanaged investment strategies, failed to seek professional advice, and avoided important financial conversations with family. The episode emphasizes the importance of early saving, thorough research, balanced investment approaches, engaging professionals, and open family discussions about finances.00:00 Introduction to Episode 8200:17 Retirement Regrets: Starting Late01:56 The Importance of Employer Match and FICA Taxes08:18 Medicare Misconceptions and Healthcare...2025-07-1732 min
Accessible FinanceMaking Your Retirement Bucket List a Reality: Financial Tips & Strategies | Accessible Finance Ep. 81In episode 81 of Accessible Finance, Eric and Rachael Johns discuss how to create and fund your retirement bucket list without breaking the bank. They share their own bucket list items and emphasize the importance of quantifying costs and setting realistic goals. The episode covers key strategies such as setting up dedicated savings accounts, budget reallocation, and considering side hustles. They also stress the importance of not neglecting core financial principles like maintaining an emergency fund and avoiding debt. Tune in for insights on planning a financially viable and enjoyable retirement.00:00 Introduction to Episode 812025-07-0726 min
Accessible FinanceTop Retirement Questions Answered Rapid Fire | Accessible Finance Ep. 80Welcome to episode 80 of Accessible Finance with Eric and Rachael Johns! In this rapid-fire session, Eric answers your most pressing retirement questions without his famous 'It depends' caveat. From the biggest mistakes made before retirement to whether you should downsize your home, we cover it all. Also discussed are Roth IRAs vs. traditional IRAs, how to estimate healthcare costs in retirement, and the safest investments for retirees. Don't miss out on practical, concise advice on these essential topics. Remember, this is for educational purposes only and not financial advice. Tune in now for all the insights!2025-06-2629 min
Aquila Wealth PodcastEp. 57 Inherited IRA from a Parent? Avoid HUGE Penalties! Son/Daughter Guide to Distributions & TaxesIn 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 ou...2025-06-2325 min
Accessible FinanceHow to Evaluate Job Offers Beyond Just Salary | Accessible Finance Ep. 79Welcome to episode 79 of Accessible Finance! Join Eric and Rachael Johns as they break down how to compare job offers beyond just the paycheck. Learn what benefits to look for, how to quantify those benefits, and why they matter more than you might think. From healthcare and retirement plans to paid time off and work flexibility, this episode covers everything you need to know to make an informed career decision. 🎙️ Have a financial question? Email us at podcast@equilibriumfp.com. Don't forget to like, subscribe, and share!00:00 Introduction and Episode Overview00:15 Evaluating Job Offer...2025-06-1827 min
Accessible FinanceManaging Tax Risks in Your Retirement Accounts | Accessible Finance Ep. 78In episode 78 of Accessible Finance, we tackle the challenge of managing tax risks in pre-tax accounts like 401(k)s and traditional IRAs. Eric and Rachel discuss the importance of considering future tax brackets and RMDs (Required Minimum Distributions) while planning your retirement. Learn about strategies like Roth conversion ladders to mitigate hefty tax bills, the significance of filling the lower tax brackets, and how delaying certain income streams like Social Security can be beneficial. If you're sitting on a mountain of pre-tax savings or want a personalized tax strategy, this episode will guide you through optimizing your tax planning...2025-06-1021 min
Accessible FinanceHow to Lower Your Taxes Before Retirement | Episode 77 of Accessible FinanceIn Episode 77 of Accessible Finance, we tackle a pressing question: 'How do I reduce my tax bill before I retire?' Eric and Rachael discuss critical strategies for those nearing retirement, including deferring income, maximizing pre-tax contributions, leveraging donor-advised funds for charitable giving, and planning Roth conversions. They delve into the importance of preparing for retirement well in advance, ideally five years prior, and touch upon key concepts like marginal effective tax rates, RMDs, and more. Tune in to learn how to set yourself up for a secure and tax-efficient retirement.00:00 Introduction to Episode 7700:38 Deferring In...2025-06-0219 min
Business Innovators RadioInterview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy PlaEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee a...2025-04-2822 minBusiness Innovators RadioInterview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA StrategyEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee a...2025-04-2424 min
Accessible FinanceNavigating Your Retirement in a Down Market | Accessible Finance Ep 74🎙️ Episode 74: Navigating Your Retirement in a Down Market Are you planning to retire but worried about the market downturn? Is it wise to push on or is waiting the better option? In this episode, Rachael and Eric tackle one of the toughest questions facing soon-to-be retirees: the market’s impact on your retirement timeline.Key Highlights:Should you retire now or delay? Discover the decision-making frameworks that can help you weigh the risks and benefits of retiring in a bear market.What does your shortfall look like? Eric dives into un...2025-04-2122 min
MONEY WITHOUT MATHFinding Purpose in Your Career & Other Wisdom from the Operating Room with Dr. Eric WeissHave you ever wondered what it takes to make life-saving decisions under pressure, like a heart surgeon? How about applying this mindset to your personal finances?Karen Coyne sits down with Dr. Eric Weiss, one of the country's leading cardiac surgeons and Director of Aortic Surgery at Aurora St. Luke's Hospital. They explore the fascinating world of “clamp time”—a powerful principle centered around urgency and focus that Dr. Weiss applies in the operating room and beyond. From surgical precision to financial finesse, discover how the same mindset that saves lives can guide all of us towa...2025-03-1838 min
Set For LifeEP 10: 7 Reasons To Create An Estate PlanIn this episode, Eric discusses the critical importance of estate planning, sharing seven essential reasons why everyone should have an estate plan. He emphasizes that estate planning is not just for the wealthy but is crucial for anyone who wants to protect their assets and ensure their wishes are honored after their passing. The conversation also highlights common misconceptions about estate planning and the mistakes people often make, particularly the failure to fund their trusts. Eric encourages listeners to take proactive steps in their estate planning to avoid unnecessary costs and emotional stress for their loved ones.2025-02-1913 min
Set For LifeEP 09: Facing Retirements Greatest Fear?In this episode, Eric addresses the common fear of running out of money in retirement, discussing the limitations of the 4% rule and offering strategies for sustainable retirement income. He emphasizes the importance of diversified income streams, budgeting, and consulting with a financial planner to create a customized retirement plan that can adapt to changing market conditions.Takeaways:Running out of money in retirement is a common fear.The 4% rule may not be suitable for everyone.Interest rates and market conditions affect withdrawal strategies.Sequence of return risk can impact retirement savings.Inflation...2025-02-0512 min
Set For LifeEP 08: When Should I Take Social Security?Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjay2025-01-2209 min
Set For LifeEP 07: All About Social SecurityIn this episode, Eric breaks down the essentials of Social Security, explaining its significance in retirement planning. He discusses how Social Security is funded, who qualifies for benefits, and the importance of optimizing claiming strategies to maximize lifetime income. The episode also covers taxation implications and provides a real-life case study demonstrating effective planning techniques.Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjay2025-01-0214 min
Set For LifeEP 06: Top 10 Scams Retirees Face & How To Avoid ThemIn this episode of the Set For Life podcast, Eric discusses the top 10 scams that retirees face, sharing personal anecdotes and insights on how to avoid falling victim to these scams. He emphasizes the importance of awareness and verification in protecting oneself from financial fraud, particularly in the context of retirement planning.Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjayWatch videos at https://www.youtube.com/@eerod10Learn more about...2024-12-1813 min
Set For LifeEP 05: The Reality Of Variable AnnuitiesIn this episode, Eric dives deep into the world of variable annuities, sharing his personal experiences and insights as a former seller of these financial products. He discusses the pros and cons of variable annuities, emphasizing the importance of understanding their complexities and costs. Through a real-life client story, he illustrates the potential pitfalls of working with commission-based advisors and advocates for the benefits of engaging with fee-only fiduciaries. The episode concludes with practical advice for listeners considering variable annuities and the importance of seeking second opinions in financial planning.Watch videos at https://www.youtube.com...2024-12-1113 min
Set For LifeEP 04: How To Break-Up With Your Current Financial AdvisorIn the fourth episode of the Set For Life podcast, Eric shares his thoughts on why people switch financial advisors, the difference between the suitability vs. fiduciary standard of care, sample language you can use to break-up with your advisor, and what to look for in your next advisor. Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjayWatch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.com2024-11-2613 min
Set For LifeEP 03: The U.S. Presidential Election and Your WalletWelcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement.In the third episode of the Set For Life podcast, Eric shares his thoughts the U.S. presidential election and how the results could impact your investments. Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjayWatch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic...2024-11-0211 min
Set For LifeEP 02: The Biggest Retirement MistakeWelcome to the Set For Life podcast! Financial literacy for people who are in or planning for retirement.In the second episode of the Set For Life podcast, Eric shares his thoughts on the biggest retirement mistake. He also lays out the framework for using his R.E.T.I.R.E. process. Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjayWatch videos at https://www.youtube.com/@eerod10Learn more...2024-10-2212 min
Set For LifeEP 01: Welcome To Set For LifeWelcome to the Set for Life podcast! Financial literacy for people who are in or planning for retirement.In the premiere episode of Set for Life, Eric talks about what you can take away from listening to this podcast.Watch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comWatch videos at https://www.youtube.com/@eerod10Learn more about Eric and WealthBuilders at https://wealthbllc.comMusic by @jaywash https://soundcloud.com/washjay2024-10-1705 min
Accessible FinanceAccessible Finance Episode 48: Eric Reacts to Financial Advice Quotes - Part 3This week, Rachael has cultivated various quotes from multiple sources touting financial advice and Eric weighs in on how accurate he perceives the statements to be.
If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!
2024-08-1930 minAccessible FinanceAccessible Finance Episode 47: Eric Reacts to Financial Advice Quotes - Part 2This week, Rachael has cultivated various quotes from multiple sources touting financial advice and Eric weighs in on how accurate he perceives the statements to be.
If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!
2024-08-1223 minAccessible FinanceAccessible Finance Episode 46: Eric Reacts to Financial Advice Quotes - Part 1This week, Rachael has cultivated various quotes from multiple sources touting financial advice and Eric weighs in on how accurate he perceives the statements to be.
If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!2024-08-0520 minAccessible FinanceAccessible Finance Episode 40: Retirement Part 2 - Withdrawal StrategiesIn this episode we discuss withdrawal strategies during retirement and the factors that should be considered.
How is my income going to be provided during retirement, and is there anything I can do to optimize my tax situation? Also, is it possible for Eric to work Roth conversions into every episode?
We explore the various withdrawal strategies and the impact that tax planning has in pre-retirement as well as early retirement years, before Social Security elections and RMDs (Required Minimum Distributions). Also, yes, we absolutely discuss Roth conversion ladders to...2024-06-2433 min
The Dental Wealth Nation Show with Tim McNeelyWhat if your LIFE was even more fulfilling than your Dental Business with Eric Roman 0119Welcome to The Dental Wealth Nation Show with your host, Tim McNeely. In this thought-provoking episode, we sit down with special guest Eric Roman, dentist and founder of a successful Dental Service Organization (DSO), to delve into a topic that transcends professional achievements: finding personal fulfillment that matches or surpasses your success in the dental industry.
Eric Roman shares his transformative journey from prioritizing his dental business to discovering a more balanced and fulfilled life. Roman candidly discusses the pervasive lies surrounding work-life balance, the glorification of the hustle, and the often misguided pursuit of business success...2024-02-1957 min
Northeast Georgia Business RadioEric Scoggins, CFP® with E.T.S. Financial, LLCEric Scoggins, CFP® Eric Scoggins, CFP®/E.T.S. Financial, LLC E.T.S. Financial, LLC are your Retirement Income Planning Specialist. Their focus is helping people who are retired or nearing retirement to properly plan for […]
The post Eric Scoggins, CFP® with E.T.S. Financial, LLC appeared first on Business RadioX ®.2023-12-1200 min
Rethink. Financial AdviceInsights from an outsider turned industry insider featuring Eric McDermottThe outsider that became an insiderSometimes the best way to see what’s broken and figure out how to fix it is to take an outside looking inside approach. That’s just what our guest did when we left a long career in marketing to become a financial advisor. Let’s face it, it’s easy to put blinders on as a financial advisor given how much we have to learn while at the same time building our business, so it can be years before coming up for air only to realize that maybe ther...2023-10-2739 min
Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®Don’t Retire...Graduate! feat. Eric Brotman, CFP®In this episode, Nick Hopwood, CFP® and Jim Pilat, CFP® of Peak Wealth Management had the pleasure of speaking with Financial Advisor, Eric Brotman. Eric has been working in the financial industry for over 25 years and has a wealth of knowledge to share. Along with being a CFP® living in Maryland, Eric also is an author & host of the Don't Retire...Graduate! Podcast. Tune in now to hear from one of the top financial advisors in the industry.
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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by provi...2023-09-2523 minAccessible FinanceAccessible Finance Ep8: When is Whole Life Insurance Appropriate?
If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com.
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
If you would like to reach out via phone, please call 504-229-2494.2023-09-2523 minAccessible FinanceAccessible Finance Ep7: Listening Request--Kid InterviewsIf you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
2023-09-1832 minAccessible FinanceAccessible Finance Ep6: Lightning Round Part 2--Are These Terms Even Real?
If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
2023-09-1123 minAccessible FinanceAccessible Finance Ep5: Lightning Round Part 1--Are These Terms Even Real?
If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
2023-09-0524 minAccessible FinanceAccessible Finance Ep4: Kids & College--What Is A 529 Plan and When Should I Consider One?If you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
2023-08-2720 minAccessible FinanceAccessible Finance Ep3: Why Budgets Matter and How They Can Be (Relatively) PainlessIf you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment2023-08-2117 minAccessible FinanceAccessible Finance Ep2: Inflation, Debt, and Why You Should Ask For A RaiseIf you have questions or topics you'd like us to incorporate into our podcast, please direct them to Eric@equilibriumfp.com or visit us on our website at equilibriumfp.com
If you are interested in a free, personalized assessment of your financial situation, please head here:
https://equilibriumfp.com/free-assessment
2023-08-1319 min
Accessible FinanceAccessible Finance Ep1: What is a Financial Planner and When Might I Need OneIf you have questions or topics you'd like us to incorporate into our podcast, please direct them to:
Eric@equilibriumfp.com2023-08-0517 min
Retire Wealthy and HappyEp33: Crafting the Blueprint to Maximize Your Retirement Bliss with Eric Brotman, CFP®, AEP®, CPWA®Today, we dive into the topic of retirement planning and explore the essential steps needed to build a financially secure future. Dial in as Eric Brotman, CFP®, AEP®, CPWA®, shares invaluable insights on how to make your retirement the most fulfilling and rewarding phase of your life. Be empowered to take control of your financial destiny when you listen to the whole episode.Key takeaways to listen forImportance of conducting financial check-ups for a better financial futureStrategies to get out of debt without resorting to bankruptcy6 retirement decisions you need to...2023-07-111h 01
Aquila Wealth PodcastEp. 48 Entrepreneur Q&A for a Financial Advisor -- Risk, Cash Flow, Taxes, and MoreListen 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-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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 i...2023-06-2054 min
Divorce and Mortgage StrategiesEP: 25.23 - Thinking Differently Regarding Money and Investing During Divorce with Eric Blake, CFPPlease join Elizabeth Rose, CDLP®, with the Divorce Lending Association, as she interviews Eric Blake, CFP.I started my career as a financial advisor in 1999. Over the last 24 years, I have realized that my true passion is helping women plan for a successful retirement.Although many of our clients are couples, our firm will always prioritize working with women for a very simple reason."I am the man that I am today because of the women in my life." I was raised by a single mother who was divorced at a ve...2023-06-0815 min
Disruption Blueprint PodcastThe Secret Sauce of Thriving Businesses – Focusing On Your Niche with Eric Blake, CFP® (Ep. 34)“You can have everything in life you want, if you will just help other people get what they want.” – Zig Ziglar
And what better than helping people whom we can really empathize with and understand?
In this episode, Shannon Spotswood sits down with Eric Blake, CFP®, Founder and Lead Financial Planner at Blake Wealth Management. Eric shares the benefits of having a niche market, including the ability to concentrate your efforts on a specific audience and the importance of time blocking to organize your priorities. Additionally, Eric talks about the impact women have had in his life...2023-05-1625 min
Aquila Wealth PodcastEp. 47 How to prioritize home improvement projects when the economy is uncertainContact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLCinfo@aquilawealth.comSan 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.2023-04-1706 min
Women & Money: The Shit We Don't Talk About!Ep 20: A Proactive Approach to Tax Planning with Eric Blake, CFP®Send us a textAlthough we know tax planning is about as fun as a mammogram, they are something we have to do every year. Our goal for this episode is to help you glide into tax season with ease. Let’s make sure we are prepped, proactive, and ready to make the most of our taxes.In this episode, we have Eric Blake, CFP®, Founder, and Lead Financial Advisor at Blake Wealth Management. Eric may not be a fan of taxes but loves tax planning. Listen along as we discuss some of Eric’s strat...2022-10-1323 min
The Human Potential PodcastDemocratizing Wellness with Samantha Pantazopoulos - Co-Founder & CEO of VizerSamantha Pantazopoulos is the Co-Founder & CEO of Vizer, an exercise rewards app that allows you to donate meals and earn points towards rewards at local businesses.
Tune in to this episode to hear all about the following:
How the Vizer app, platform, & ecosystem is democratizing wellness, promoting "Whole Person Health", blazing a trail in social entrepreneurship
How personal trainers, studio owners, and other movement professionals can utilize (and partner with) Vizer to help their clients
Behind the scenes of what it takes to build, launch, and grow a fitness & wellness app
The pros & cons o...2022-08-281h 02
Aquila Wealth PodcastEp. 46 Two Mistakes to Avoid During Bear MarketsContact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan 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.2022-08-2306 min
Aquila Wealth PodcastEp. 45 The Antidote to Panicking and Selling Out of the MarketsZoom 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 market only goes one direction historically. Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan Luis Obispo, CA https://www.aquilawealth.com/Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor i...2022-06-2807 min
Aquila Wealth PodcastEp. 44 Are Things Getter Better or Are Things Getting Worse?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: https://www.youtube.com/watch?v=Jalfq9uWXQk.Yet, it doesn’t always feel like things are getting better. If we’re just looking at the news, it seems like things are always getting worse.When it comes to financial planning, I try and help clients focus on their plan and on their unique time frame. This oftentimes puts things in the proper perspe...2022-06-2105 min
Aquila Wealth PodcastEp. 43 Business Owners, My Takeaways From “Walking to Destiny, 11 Actions An Owner Must Take to Rapidly Grow, Value & Unlock Wealth”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 & Unlock Wealth" by Christopher M. Snider is that selling a business isn't just a one-time event in the future. Exit planning is a process that helps you get the most out of your business today, even if you're not planning on selling your company any time soon or ever.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBA2022-06-1407 min
Aquila Wealth PodcastEp. 42 Business Owners, Don't Trap Yourself Financially In Your BusinessOften, 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 investing in a separate tax-free asset, i.e., a Roth 401k, throughout your business ownership career.Contact Us: https://www.aquilawealth.com/contact-usEric Maldonado, CFP®, MBAOwner, Aquila Wealth Advisors, LLC(805)250-4552info@aquilawealth.comSan Luis Obispo, CA https://www.aquilawealth.com/Disclosure: Aquila Wealth Advisors, LLC i...2022-06-0706 min