by AIO | Sep 8, 2019 | Financial Planning
Mastering Your Finances: The 50-30-20 Rule for Effective Budgeting Introduction: Quick Overview: Simplifying budgeting with the 50-30-20 rule. Purpose: Understanding how to allocate your income wisely. Main Body: Understanding the 50-30-20 Rule: Necessities (50%):...
by AIO | Sep 8, 2019 | Socially Responsible Investing
If you’re looking for a career with relatively low barriers to entry, work-life balance, and plenty of opportunity to grow, a customer service role in a call center might be worth an application. We’ve all interacted with a call center at some point, but do we really...
by AIO | Sep 8, 2019 | Financial Advisors, Podcast
The Values Investors Podcast: Episode 32 with Lisa Pederson of Wealth Clinic Introduction:Welcome to the Values Investors Podcast with Bill Holiday, brought to you by AIO Financial – the fee-only financial planning firm specializing in socially responsible investing...
by AIO | Sep 8, 2019 | Investing, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/01/2-Allocation-of-Investments-fee-only-financial-planner.mp3Podcast: Play in new window | DownloadIn this podcast (below), I will answer the question: What general types of...
by AIO | Sep 7, 2019 | Financial Advisors, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/09/AIO-podcast-1.mp3Podcast: Play in new window | Download Welcome to AIO, Linda Stratton! In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified...