Our Blog
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...
Dave Ramsey – The 3 Basic Money Skills You Need To Know Review
https://youtu.be/T2EXLJwPOUI In this episode, we review the video from Dave Ramsey about The 3 Basic Money Skills You Need To Know Review. He talks about spending, saving and giving. Here is the transcript for this episode: There’s really three basic money skills, so...
Josh Vail, 361 Capital – Liquid Alternative Mutual Fund Investment
This podcast is an interview with Josh Vail from 361 Capital. 361 Capital is an investment management firm that is solely focused on liquid alternative investment (alternative mutual funds). They were founded as Hedge Fund of Fund in 2001 and managed money for...
Emergency Fund
https://youtu.be/6zanol_Lhzo Emergency Fund We recommend that most people have three to six months’ worth of savings available in case of an emergency. This is for necessary expenses. You should use this money if you or your family has a financial need such as:...
Ukraine – Russia Impact on your investments
https://youtu.be/mt3ybjh0NR4 We have received several calls regarding concerns about international investments because of the Ukraine/Russia war. It’s been a surreal two years; with Russia invading Ukraine just as it looked like we might be putting the COVID-19 virus...
Financial Advisors Kataya & Val
https://youtu.be/kijTzZn2g_Y The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO Financial to ask some questions and learn a little more about them. Here’s what they talked about. Bill: In this episode, we’re going to introduce...