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.
CAPE Investment Strategy
CAPE-STOCK INVESTMENT STRATEGY This podcast/video/blog is for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it with your...
SECURE Act – RMD Changes
The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the "Act"), which notably modifies Required Minimum Distribution (RMD) rules, went into effect January 1, 2020. Below are the five things that many people need to know. This is just an...
YourStake.org
At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio...
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...
