by AIO | Sep 12, 2019 | Investing, Podcast
Insights from the Latest Values Investor Podcast A Fresh Take on Fitness and Finance with Bill Holiday Welcome back to the Values Investor podcast, where your host, Bill Holiday, merges the world of finance with personal well-being. In the latest episode, Bill... 
by AIO | Sep 12, 2019 | Investing, Podcast, Socially Responsible Investing, Taxes
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... by AIO | Sep 12, 2019 | Financial Advisors
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. The market is weird. Every time one guy... 
by AIO | Sep 12, 2019 | Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2017/09/Business-Taxes-impact-podcast.mp3Podcast: Play in new window | DownloadInterview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which... 
by AIO | Sep 12, 2019 | Financial Planning, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/07/Mistakes-Actors-Make-Podcast.mp3Podcast: Play in new window | Download In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for...