Impact Financial Planners Podcast & Blog
Our podcast and blog are focused on Impact Investing. We sometimes cover other financial planning areas but those will mostly be found at: aiofinancialplanners.com/blog. More Impact investing information can be found at: impactfinancialplanners.com/blog. Our youtube channel can be found here.
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,...
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Shareholder Advocacy with First Affirmative
Holly Testa - Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video (see video here), I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First...
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Iroquois Valley Farms – Organic Farming
Iroquois Valley Farmland REIT - Organic Farm Investment In this podcast and video (see video here), I interview Alex Mackay the Director of Business Development and Investor Relations at Iroquois Valley Farm. Alex sees food as the perfect conduit for...
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As You Sow – Shareholder Advocacy
I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media...
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Socially Responsible 401k
In this podcast and video, I interview Rob Thomas of SocialK about his firm and how they work to create employer sponsored investment plans that have many Environmental, Social, Governance screened (ESG) investment options. Retirement funds are generally...
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Alternative Energy Investment Options
This podcast and video 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 financial planner. Why...
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Solutions with Sonya
In this podcast and video, I interview Sonya Dreizler, who helps financial service firms implement Environmental, Social and Governance (ESG) factor investing (or Impact Investing) in their practices. She also helps advisors connect with clients and market their...
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Corporate Accountability
This podcast and video is an interview with Hannah Freedberg of Corporate Accountability. Corporate Accountability is a non-profit that addresses issues of: Clean Water Climate Change Tobacco Food Systems Democracy - challenging the corporate takeover of...
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When 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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