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.

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...

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...

Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert.  You can see our video at: https://youtu.be/oVoNCAE6VH0 I...
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...

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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,...

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New Fee Only Certified Financial Planner at AIO

New Fee Only Certified Financial Planner at AIO

Welcome to AIO, Linda Stratton!   In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team. Linda Stratton was...

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