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.
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...
Never hire a financial advisor without asking this …
In this episode we're going to talk about hiring a financial advisor and one questionYou should never hire a financial advisor without asking firstThis is the only one aio financialSeries with Bill and Jason we discuss personal financial issues including...
7 Financial Tips for Expats
In this podcast/blog/video, I discuss financial tips for expats. You can see our video here. The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six countries...
Impact Assets – Donor Advised Fund
Impact Assets - Donor Advised Fund This blog / podcast / video are an interview with Scott Nance from Impact Assets. See our Video Here. Scott is responsible for overseeing business development activities at ImpactAssets. Previously he was a Principal at ARK Global....
Green Century – ESG Impact Investing
Green Century Mutual Funds - Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our national...
6 Reasons to Hold on in a Bear Market
What is a Bear Market? The U.S. Market (S&P 500) is down about 20% from its high in September 2018. The government has a partial shutdown, there is trade uncertainty, the Fed increased interest rates, there is a tight labor market, and slowing earnings growth....
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