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.
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...
Unitarian Universalist Common Endowment Fund – Impact Investing
Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee, and the UUA Health Plan Board of Trustees....
Expat Living in Germany
How has it been to be in Germany during this virus time? The company I work for involves a lot of travelling – but we haven’t been able to do much of that. So most days consist of waking up at home, answering emails and calls ‘till dinnertime. But Germany has been...
Retired and Volunteering on the Mexican Border
Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew up on a farm. How long have you been in Tucson? I am going on my...
Living in Mazatlán Mexico – Expat Financial Planning
How is Mazatlán handling the Coronavirus? I haven’t heard any later numbers because we are still locked down. We’ve only had about eight infections and one death. They’ve been very strict on the beach – they were empty for holy week. There is no alcohol – most...
Business Finances for Athletes
In this episode, I have an interview Brian Stover – he’s a triathlete coach – we talk about his business, business finances for athletes and the business of being a triathlete. What do you do? How long have you been doing triathlons yourself? I started...
