Our Blog
Roth Contribution Trick for High Income Earners
This blog describes a trick for people who have an income that is too high for them to contribute to a Roth IRA – they can still make a Roth IRA contribution. Difference between Roth and IRA Traditional IRA, you receive a tax deduction for the amount you contribute....
DOL Fiduciary Rule
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential impact. If this...
Financial Planning for Coronavirus Stimulus Package
https://youtu.be/LoBVwiE8r18 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 married couples filing...
Suze Orman, To really save money, do this Review
https://youtu.be/SQ-MpckDHYk 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...
SQN Capital, Alternative Investment
Unlocking Alternative Investments: The Values Investor Podcast Episode 33 Welcome to another enlightening episode of The Values Investor Podcast with Bill Holiday, brought to you by AIO Financial. In this episode, we delve into the insights from the recent NAFA.com...
15 Easy Ways to Save
Here are a few ideas for saving money. Unplug electronics that are not in use – ‘vampire’ electronics consume an average of $100 worth of energy per year when turned off. Low-flow showerheads can save about 2,900 gallons of water per year. In winter, reverse your...
How to Pick a Financial Advisor
In this podcast I will answer the question: How do I pick a financial advisor? How are financial planners compensates? What certifications or degrees should I look for? Podcast #9 can be found below. You can also see our video on the...
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 have...
How to become a millionaire
https://youtu.be/XljJ2hbysOk 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:...
Sara Potter, She Can Trade, Option Investing
This podcast is an interview with Sara Potter of SheCanTrade.com. Sara is an options trader and offers information to aspiring options traders through her web site. We discuss her strategies and the ways she works with members. Navigating the World of Options...
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....
eMoney Financial Planning Program
https://youtu.be/HUsIPSCedCk 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...