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: 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...
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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...
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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,...
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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...
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PODCAST: Financial Scams Targeting Seniors

This blog is about financial scams that target seniors, but let me start with a few facts about this large and growing population. 10,000 baby boomers are turning 65 everyday There are 46 million Americans ages 65 and older today (2016).  In 1880, there were 1.7...
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16 Social Security

This blog is about Social Security.  I want to help you maximize your benefit to have more money in retirement. Social Security can be an important part in a persons retirement plan. Social Security (also known as the Old-Age, Survivors, and Disability Insurance...

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15 Employing a kid and the kiddie tax

These topics are only related in that they have to do with kids and taxes but also if your child earns enough from your business, the kiddie tax may apply. EMPLOYING KID Employing a child can be effective way to shelter income from taxes.  The earnings a child...

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13 2015 Market Update

There are some obstacles for stocks to continue to go up in 2015, but there is optimism that the bull market will continue. With no election coming up soon and a tendency for stocks to do well in the third year of a presidential term, there is additional optimism...

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12 Four things to consider before investing

This is a first in a series I am doing in conjunction with a podcast and video channel.  The series is focused on answering questions that we receive.  The first question I'll address is: What should I consider before investing? First – make sure they have a prudent...

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11 Initial Public Offerings (IPOs)

An Initial Public Offering (IPO) is the first time a company sells its stock to the public on a stock exchange. Besides being the first chance to own a cutting edge company, it can be exciting because there can be large price swings IPOs generate and can involve...

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10 Social Security – Double Dip

File and Suspend If you are at your full retirement age (FRA), you can continue to work and suspend your benefit so your current spouse can collect a spouse’s benefit and you and earn delayed retirement credits (DRCs) which increase your Social Security benefit. The...

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