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...
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...
AffirmativESG – Customized Sustainable Responsible Impact Investing Investment
In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG. It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria. Curated portfolios of...
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,...
The Coalition for Rainforest Nations – Effectively fighting Climate Change
The Coalition for Rainforest Nations shows up as one of the most efficient ways to fight climate change... What does the Coalition for Rainforest Nations do? We want to keep developing countries in that momentum of saving forests- we pay them money to do...
Giving Green – Recommendations to Effectively Fight Climate Change
Dan Stein is the Chief Economist at IDinsight. As Chief Economist, Dan is responsible for setting and maintaining technical standards throughout the organization, developing new projects and partnerships, and helping manage a team of technical experts. Dan...
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...
Effective Altruism with Charlie Bresler of The Life You Can Save
Charlie Bresler - The Life You Can Save (https://www.thelifeyoucansave.org/) You have an interesting story- do you mind talking a little more about how you became the director of The Life You Can Save? Sure. I’m not sure where to begin exactly… I have always...
