AIO Financial Podcast & Blog

We regularly give the online community updated tips and financial advice. Be sure to check back frequently for our latest episodes and posts.

PODCAST: Investing in Bitcoin

I recently saw the Netflix documentary Banking on Bitcoin. It is filled with interviews from experts and people involved in the Bitcoin beginnings and growth. It also discusses its future and technology.  This blog/podcast is about Bitcoin - the video can be found at:...

PODCAST: How to Save on Taxes with your own Business

Interview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which means she is licensed by the IRS to represent taxpayers and she has a degree in economics. She works on taxes for individuals and business owners at the Tucson...

PODCAST: Socially Responsible Investment Performance vs Traditional Investments

This is a question we often receive: I want my investments to help move companies in a positive direction but I don't want to sacrifice performance.  How does the performance of Socially Responsible Investments (SRI) compare with traditional index investments? To...

PODCAST: Is Climate Change Man-made? What can we do?

In this podcast we interview Joe Holliday, a professor of earth science at El Camino College in Los Angeles, California where he regularly speaks about climate change a topic he is pasionate about. We discuss the evidence that shows: climate change is occurring,...

PODCAST: Financial Winners and Losers Under Trump Presidency

Happy 2017.  I’m back after a break from blogging and social media - since the Trump election.  I was extremely disappointed with the results of the election and how Trump won. The entire election process is disturbing. I spent some time thinking about how I can make...

PODCAST: Investing in Bitcoin

I recently saw the Netflix documentary Banking on Bitcoin. It is filled with interviews from experts and people involved in the Bitcoin beginnings and growth. It also discusses its future and technology.  This blog/podcast is about Bitcoin - the video can be found at:...

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Financial Advisor Jokes

I’m not saying my financial adviser is bad at his job…
…but when I went into her office and asked her to check my balance, he tried to push me over

What’s another name for long-term investment?
A failed short-term investment.

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When to take Social Security

There is an eight-year range to take Social Security. The earliest age you're allowed to claim benefits is 62, and as such, it's the most popular age to file for Social Security. Age 70, meanwhile, is the latest age you can claim Social Security and still get credit...

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We Visit Clients Anywhere

We recognize that we attract a very special client - so we are committing to travel to visit our clients.  We are fee only financial planners (fiduciaries) who specialize in Socially Responsible Investing.  We have  attracted clients from all over the US. We meet with...

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How to prepare for a bear market

With stock markets at all-time highs, stock prices relatively high compared to earnings, and uncertainty related to the current administration, I want to discuss bear markets and market corrections. In general, a downturn of 20% or more from a peak in a broad market...

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When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary working just for you

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