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.

Money in Banks is not Safe

The Impact of Time and Inflation on Financial Plans Preparing for retirement requires careful planning. What you need to consider is the impact of inflation on the expected cash flows, i.e. the money that you expect to receive from a retirement plan, once you hit the...

Investing to Address Climate Change

In this blog/podcast/video I will discuss how Climate Change can be addressed through Socially Responsible Investing (SRI).  This includes but isn’t limited to fossil fuel divesting and shareholder advocacy. See our video here. What is SRI? SRI is a way to use our...

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:...

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...

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...

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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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...

read more

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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