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.
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...
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...
Living in CDMX Mexico City – Expat Financial Planning
We have a free ebook about financial issues for expats: Download here Here is a sample of our interview. The full interview is available on our podcast and youtube channel. What is the situation in Mexico City with the Corona Virus? Has the lockdown been strict?...
Fee Only Financial Planners Fiduciaries
AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial Planners (financial planning for Americans living...
Corona Virus Disaster Loan Assistance
Corona Virus COVID-19 Disaster Loan Assistance There are two main loan programs to help small business owners through the COVID-19 crisis (created as part of the $2 trillion COVID-19 relief package): Economic Injury Disaster Loans (EIDLs) SBA Cares Act Paycheck...
eMoney Financial Planning Program
AIO Financial has started using eMoney to help clients with financial planning. eMoney provides comprehensive financial planning software. It helps financial advisors and clients collaborate on financial plans and allow clients to plan for the future. It helps with:...
Financial Planning for Coronavirus Stimulus Package
Financial Planning for Coronavirus Stimulus Package On March 27, 2020, the $2 trillion economic recovery package was signed into law. Direct Payments The big headline is that the law provides for direct payments of up to $1,200 for most individuals and $2,400 for most...
