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.

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?...
YourStake.org

YourStake.org

At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio...

read more
Tax Deduction for Charitable Contributions

Tax Deduction for Charitable Contributions

When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is higher. The itemized deduction amount is the sum of medical expenses...

read more
SRI ESG Conference

SRI ESG Conference

I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the conference. We need to mitigate,...

read more
An Investment In Happiness

An Investment In Happiness

I don’t have a hot stock tip or a sure thing investment to offer for a shortcut to wealth, but if I could offer some advice on how to invest part of your time…

read more
Operate Your Own Residential Assisted Living Home

Operate Your Own Residential Assisted Living Home

This is an interview with Emmanuel Guarino, the #1 Realtor for Residential Assisted Living in Arizona. He works alongside his wife to buy and sell more RAL's than anyone in their prospective state. Emmanuel trains and teaches at the Residential Assisted Living Academy...

read more
Financial Planning Mistakes made by Actors

Financial Planning Mistakes made by Actors

In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made.   Here is the transcript for this episode: We're...

read more
Suze Orman, To really save money, do this Review

Suze Orman, To really save money, do this Review

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 you tell me here's what I...

read more
Top 4 Reasons to Retire In Tucson, Arizona

Top 4 Reasons to Retire In Tucson, Arizona

In this episode, we discuss why Tucson, Arizona is such a great place to retire to and the top 4 reasons to retire there.  Here is the transcript for this episode: All right, we're at the line cantata shopping center in Tucson, Arizona and we're going to talk about...

read more
How to become a millionaire

How to become a millionaire

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:  In this episode we're...

read more

 

AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

Free Investing eBook

Learn about different types of investments and investing strategies.

AIO Financial, 520-325-0769

Powered by ConvertKit