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.
Tax Deduction for Charitable Contributions
When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is higher. The itemized deduction amount is the sum of medical expenses...
SRI ESG Conference
I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the conference. We need to mitigate,...
An Investment In Happiness
I don’t have a hot stock tip or a sure thing investment to offer for a shortcut to wealth, but if I could offer some advice on how to invest part of your time…
Operate Your Own Residential Assisted Living Home
This is an interview with Emmanuel Guarino, the #1 Realtor for Residential Assisted Living in Arizona. He works alongside his wife to buy and sell more RAL's than anyone in their prospective state. Emmanuel trains and teaches at the Residential Assisted Living Academy...
Financial Planning Mistakes made by Actors
In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made. Here is the transcript for this episode: We're...
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...
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...
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...
