AIO Financial Podcast & Blog

Our podcast and blog cover a variety of personal financial planning issues, including: investing, retirement planning, taxes, estate planning and insurance. Our youtube channel can be found here. Our Impact Financial Planners blog and podcast can be found at: impactfinancialplanners.com/blog.

AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor

In this episode, we we introduce AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor.   Here is the transcript for this episode: So in this video we wanted to just kind of introduce ourselves a little bit more personallysome of...

Suze Orman, To really save money, do this Review

In this episode, we review and comment on Suze Orman’s popular video “To really save money, do this …” She talks about spending, budgets, paying off debt, emergency reserve, and how to save. Here is a transcript of our discussion: would you tell me here's what I...

All the financial advice you’ll ever need fits on a single index card

In this episode, we discuss the PBS news hour feature, “All the financial advice you’ll ever need fits on a single index card.”  This is a popular blog then book by Harold Pollack, a UC Chicago social scientist.  Here are the 10 guidelines:   Strive to save...

Dave Ramsey – The 3 Basic Money Skills You Need To Know Review

In this episode, we review the video from Dave Ramsey about The 3 Basic Money Skills You Need To Know Review. He talks about spending, saving and giving.   Here is the transcript for this episode: There's really three basic money skills, so giving saving and...

Top 4 Reasons to Retire In Tucson, Arizona

In this episode, we discuss why Tucson, Arizona is such a great place to retire to and the top 4 reasons to retire there.  Here is the transcript for this episode: All right, we're at the line cantata shopping center in Tucson, Arizona and we're going to talk about...
Suze Orman, To really save money, do this Review

Suze Orman, To really save money, do this Review

In this episode, we review and comment on Suze Orman’s popular video “To really save money, do this …” She talks about spending, budgets, paying off debt, emergency reserve, and how to save. Here is a transcript of our discussion: would you tell me here's what I...

read more
Top 4 Reasons to Retire In Tucson, Arizona

Top 4 Reasons to Retire In Tucson, Arizona

In this episode, we discuss why Tucson, Arizona is such a great place to retire to and the top 4 reasons to retire there.  Here is the transcript for this episode: All right, we're at the line cantata shopping center in Tucson, Arizona and we're going to talk about...

read more
How to become a millionaire

How to become a millionaire

In this episode, we discuss how much you need to save each year to become a millionaire. We discuss why a million dollars is an important goal (or not) and how what assumptions are reasonable.   Here is the transcript for this episode:  In this episode we're...

read more
John Oliver, Last Week Tonight, Retirement Plan

John Oliver, Last Week Tonight, Retirement Plan

In this podcast/blog/video, I discuss financial tips for expats. The in this episode we're going to reviewand comment on a John Oliver show whichis last week tonight in his episode onretirement planning this is theall-in-one AIO financial series and I'mbill I'm Jason...

read more
Never hire a financial advisor without asking this …

Never hire a financial advisor without asking this …

In this episode we're going to talk about hiring a financial advisor and one questionYou should never hire a financial advisor without asking firstThis is the only one aio financialSeries with Bill and Jason we discuss personal financial issues including...

read more
7 Financial Tips for Expats

7 Financial Tips for Expats

In this podcast/blog/video, I discuss financial tips for expats. You can see our video here. The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six countries...

read more
Impact Assets – Donor Advised Fund

Impact Assets – Donor Advised Fund

Impact Assets - Donor Advised Fund This blog / podcast / video are an interview with Scott Nance from Impact Assets. See our Video Here. Scott is responsible for overseeing business development activities at ImpactAssets. Previously he was a Principal at ARK Global....

read more
Green Century – ESG Impact Investing

Green Century – ESG Impact Investing

Green Century Mutual Funds - Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our national...

read more
6 Reasons to Hold on in a Bear Market

6 Reasons to Hold on in a Bear Market

What is a Bear Market? The U.S. Market (S&P 500) is down about 20% from its high in September 2018. The government has a partial shutdown, there is trade uncertainty, the Fed increased interest rates, there is a tight labor market, and slowing earnings growth....

read more

 

AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Get a free Sustainable, Responsible, Impact Investing Guide

Sri ebook cover portrait 232x300

Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

Powered by ConvertKit