Shareholder Advocacy Update
https://youtu.be/DW7wrJqkOso AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Shareholder advocacy is when shareholders use their position to influence a company’s behavior. this is courtesy of AIO’s Financial This is done by engaging in dialogue with board members, filing and voting on proposals, or …
Sustainable Responsible Impact Investing
In this episode, I discuss Sustainable, Responsible, Impact Investing AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Sustainable, Responsible, Impact Investing (SRI) Growth of Sustainable, Responsible, Impact Investing Sustainable, Responsible, Impact Investing (SRI), also known as sustainable, socially conscious, green, ESG (Environmental, Social, Governance), and …
The Cost of Expat Life in Mexico
We have a free ebook about financial issues for expats: Download here Lake Capala Half of the battle to reach Financial Independence is not spending very much. A great way to not spend very much is to live in a low-cost area. Living outside of the US is a one way to do that. I spent …
Financial Advisors Kataya & Val
The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO Financial to ask some questions and learn a little more about them. Here’s what they talked about. Bill: In this episode, we’re going to introduce you to two of our new advisors – Kataya Plett and Val Mendoza. …
Responsible Credit Cards
Why Switch to a Responsible Credit Card When you open a credit card, your fees go to the issuing bank. This includes: fees merchants pay for each purchase, interest on your balance, annual fees, balance transfer fees, and late fees. The bank then makes loans to individuals and businesses. The big global banks (Bank of …
Plant-based & Climate Vegan ETF EATV
In this episode, I have an interview with Elysabeth Alfano – the CEO/CMO of VegTech™ Invest and the Founder of Plant Powered Consulting. They have an exchange traded fund (ETF). The VegTech™ Plant-based Innovation & Climate ETF (Ticker: EATV) Invest For Impact & Climate Change Animal agriculture is responsible for 14.5% of greenhouse gas emissions, …
Start Investing Now
The best time to start investing is right now Really, right now. Time works for your investments. There are many reasons to put off investing: it’s too complicated, later when I make more money, when the kids are older, when my debt is paid off, when I have free time to research about investing However, …
Why Invest?
In this episode, we discuss: the many reasons you should invest Investments can be used for: 1. Retirement or financial independence, when you no longer need to work. This is a primary objective for many people to be able to replace their income (or spending needs) with money from their investments.2. Financial emergencies for you …
Spend less & Invest the rest
To reach financial independence, spend less than you earn and invest the rest. This is our moto. It’s simple advice but it’s so true. It’s also not followed that much. Here are some statistics illustrating the lack of savings in American: 64% don’t think they’re on track to retire 25% have no retirement savings 69% …