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.
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...
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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...
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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...
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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....
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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...
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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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Green Alpha Advisors – Garvin Jabusch
Green Alpha - Investing for the Next Economy This blog / podcast / video are an interview with Garvin Jabusch from Green Alpha asset managers. See our Video Here. Garvin is the Chief Investment Officer for Green Alpha Advisors, where he leads investment research;...
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JPAL Poverty Action Lab – using Randomized Impact Evaluations
In this podcast / video / blog, I interview Claire Walsh from J-PAL. You can see our Video Here. Claire Walsh is a Senior Policy Manager at J-PAL Global at MIT. Claire leads J-PAL's Government Partnership Initiative, a global fund to support governments in...
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MoneyGuidePro – Retirement Planning
This blog, video, and podcast are about financial planning software that can help determine how much you need to retire, how much you can spend in retirement, will you have enough for long term care or would insurance be better, etc. See our Video Here. We...
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The Personal Finances of a Financial Planner
For this blog/podcast/video, I’m going to talk about my own personal finances, in hopes that it is helpful for some people. I’ll go over how I invest, budget and what my retirement plans are. You can see the Video Here I will be expanding about my...
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Clean USA Power – Solar Real Estate Investing
Solar Real Estate Investing This blog / podcast / video are an interview with John Copyak, the owner and founder of Clean USA Power. See our video here. John saw the need to transition from fossil fuels to renewables and Has successfully negotiated more...
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Green America – Corporate Engagement
Green America Growing the Green Economy for People and Planet This blog / podcast / video are an interview with Todd Larsen, the Executive Co-Director of Green America. See our video here. As Executive Co-Director, Todd is responsible for planning,...
read moreWhen you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary financial planner working just for you.
Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances.
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