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.

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...

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...

Ethos Investment Impact Evaluation

In this episode, Bill interviews Luke Wilcox from Ethos. Luke is the founder and CEO of Ethos. Ethos is a platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate...

Centre for Effective Altruism – Supporting Effective Charities

In this episode, Bill interviews Aaron Gertler from the Centre for Effective Altruism. Aaron runs the EA Newsletter and EA Forum. He is experienced in freelance positions throughout the EA community. He received a Bachelor of Arts in cognitive science from...

YourStake Investment Impact Reporting

In this episode, Bill interviews Gabe Rissman from your YourStake.   Gabe is the president of YourStake. Gabe's background in data science comes from studying computational astrophysics at Yale, with his thesis focus on dark matter. He has experience...

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...

read more

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...

read more
Ethos Investment Impact Evaluation

Ethos Investment Impact Evaluation

In this episode, Bill interviews Luke Wilcox from Ethos. Luke is the founder and CEO of Ethos. Ethos is a platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate...

read more
YourStake Investment Impact Reporting

YourStake Investment Impact Reporting

In this episode, Bill interviews Gabe Rissman from your YourStake.   Gabe is the president of YourStake. Gabe's background in data science comes from studying computational astrophysics at Yale, with his thesis focus on dark matter. He has experience...

read more
Financial Rules of Thumb

Financial Rules of Thumb

This post and episode is a compilation of a few financial rules of thumb. I hope these are helpful for you. 4% Rule for Retirement Spending In this podcast I will answer the question: What are the benefits and limitations to the 4% withdrawal rule for...

read more
US SIF Sustainable Investing Trends Report

US SIF Sustainable Investing Trends Report

In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report. Christopher Phalen serves as Research Manager at US SIF. He is responsible for leading research product output such as issue report, blog...

read more
One Tree Planted – Effective Altruism

One Tree Planted – Effective Altruism

In this episode, I interview Diana Chaplin from One Tree Planted. We discuss how this non-profit organization focuses on global reforestation and fighting climate change.     How did One Tree Planted start? One Tree Planted started in 2014 – Our founder,...

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.

Free Investing eBook

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

Powered by ConvertKit