Our Blog
Four Tips to Repay Student Loans
n this podcast I will answer the question: How do get our of my student loan debt? Many people do not realize the impact of student loans when they are going to college. Once out and faced with all of the other financial challenges, repaying student loans can be...
Market Update
There are some obstacles for stocks to continue to go up in 2015, but there is optimism that the bull market will continue. With no election coming up soon and a tendency for stocks to do well in the third year of a presidential term, there is additional optimism...
50-20-30 Budgeting Rule
Mastering Your Finances: The 50-30-20 Rule for Effective Budgeting Introduction: Quick Overview: Simplifying budgeting with the 50-30-20 rule. Purpose: Understanding how to allocate your income wisely. Main Body: Understanding the 50-30-20 Rule: Necessities (50%):...
Home Call Center Interview
https://youtu.be/DECr5C7oo4I If you’re looking for a career with relatively low barriers to entry, work-life balance, and plenty of opportunity to grow, a customer service role in a call center might be worth an application. We’ve all interacted with a call center at...
Leisa Peterson – WealthClinic
The Values Investors Podcast: Episode 32 with Lisa Pederson of Wealth Clinic Introduction:Welcome to the Values Investors Podcast with Bill Holiday, brought to you by AIO Financial – the fee-only financial planning firm specializing in socially responsible investing...
Asset Allocation
In this podcast (below), I will answer the question: What general types of investments should I consider? I will discuss stocks, bonds, ETFs, mutual funds, gold, commodities, real estate, REITs, and more. Asset allocation is simply splitting an investment...
New Fee Only Certified Financial Planner at AIO
https://youtu.be/wA9TYkDxFz0 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...
9 Financial Tasks for the End of the Year
Year End Financial Planning Checklist The follow are some tips to maximize your financial situation. I know there isn’t much time left, but here are a few things you may want to take care of before 2018. 1. Take your Required Minimum Distributions (RMD) Except for...
AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor
https://youtu.be/kO6_lO61n5Y 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...
Financial Rules of Thumb
https://youtu.be/bJk9ZTyyt0c This post and episode is a compilation of a few financial rules of thumb. I hope these are helpful for you. 4% Rule for Retirement Spending In this podcast I will answer the question: What are the benefits and limitations to the 4%...
Alternative Investments gold, real estate
In this podcast I will answer the question: Is there anything else I should be investing in besides stocks and bond What else besides stocks and bonds should I be investing in? In this blog I will be discussing investing in alternative investments – gold...
7 Best Financial Apps
Helpful financial apps for personal finance Financial applications and programs can significantly help you in the financial planning process. Most financial apps run on desktop or laptop as well as through mobile apps, making it easier to make sure your bills...