AIO Financial Podcast & Blog

Our podcast and blog cover a variety of personal financial planning issues, including: investing, retirement planning, taxes, estate planning and insurance. Our youtube channel can be found here. Our Impact Financial Planners blog and podcast can be found at: impactfinancialplanners.com/blog.

CAPE Investment Strategy

CAPE-STOCK INVESTMENT STRATEGY This podcast/video/blog is for informational use only.  We are not making investment recommendations.  This is not an appropriate investment for everyone.  As with any investment, please read the prospectus and discuss it with your...

SECURE Act – RMD Changes

The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the "Act"), which notably modifies Required Minimum Distribution (RMD) rules, went into effect January 1, 2020. Below are the five things that many people need to know. This is just an...

YourStake.org

At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio...

Tax Deduction for Charitable Contributions

When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is higher. The itemized deduction amount is the sum of medical expenses...

SRI ESG Conference

I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the conference. We need to mitigate,...
CAPE Investment Strategy

CAPE Investment Strategy

CAPE-STOCK INVESTMENT STRATEGY This podcast/video/blog is for informational use only.  We are not making investment recommendations.  This is not an appropriate investment for everyone.  As with any investment, please read the prospectus and discuss it with your...

read more
SECURE Act – RMD Changes

SECURE Act – RMD Changes

The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the "Act"), which notably modifies Required Minimum Distribution (RMD) rules, went into effect January 1, 2020. Below are the five things that many people need to know. This is just an...

read more
YourStake.org

YourStake.org

At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio...

read more
Tax Deduction for Charitable Contributions

Tax Deduction for Charitable Contributions

When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is higher. The itemized deduction amount is the sum of medical expenses...

read more
SRI ESG Conference

SRI ESG Conference

I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the conference. We need to mitigate,...

read more
An Investment In Happiness

An Investment In Happiness

I don’t have a hot stock tip or a sure thing investment to offer for a shortcut to wealth, but if I could offer some advice on how to invest part of your time…

read more
Operate Your Own Residential Assisted Living Home

Operate Your Own Residential Assisted Living Home

This is an interview with Emmanuel Guarino, the #1 Realtor for Residential Assisted Living in Arizona. He works alongside his wife to buy and sell more RAL's than anyone in their prospective state. Emmanuel trains and teaches at the Residential Assisted Living Academy...

read more
Financial Planning Mistakes made by Actors

Financial Planning Mistakes made by Actors

In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made.   Here is the transcript for this episode: We're...

read more
Suze Orman, To really save money, do this Review

Suze Orman, To really save money, do this Review

In this episode, we review and comment on Suze Orman’s popular video “To really save money, do this …” She talks about spending, budgets, paying off debt, emergency reserve, and how to save. Here is a transcript of our discussion: would you tell me here's what I...

read more

 

AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Free Investing eBook

Investment ebook cover portrait 300x388

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

Powered by ConvertKit