Impact Financial Planners Podcast & Blog

Our podcast and blog are focused on Impact Investing. We sometimes cover other financial planning areas but those will mostly be found at: More Impact investing information can be found at: Our youtube channel can be found here.

Impact Assets – Donor Advised Fund

Impact Assets - Donor Advised Fund This blog / podcast / video are an interview with Scott Nance from Impact Assets. See our Video Here. Scott is responsible for overseeing business development activities at ImpactAssets. Previously he was a Principal at ARK Global....

Green Century – ESG Impact Investing

Green Century Mutual Funds - Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our national...

Green Alpha Advisors – Garvin Jabusch

Green Alpha - Investing for the Next Economy This blog / podcast / video are an interview with Garvin Jabusch from Green Alpha asset managers. See our Video Here. Garvin is the Chief Investment Officer for Green Alpha Advisors, where he leads investment research;...

JPAL Poverty Action Lab – using Randomized Impact Evaluations

In this podcast / video / blog, I interview Claire Walsh from J-PAL. You can see our Video Here. Claire Walsh is a Senior Policy Manager at J-PAL Global at MIT. Claire leads J-PAL's Government Partnership Initiative, a global fund to support governments in...

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...

Socially Responsible 401k

In this podcast and video, I interview Rob Thomas of SocialK about his firm and how they work to create employer sponsored investment plans that have many Environmental, Social, Governance screened (ESG) investment options. Retirement funds are generally...

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Alternative Energy Investment Options

This podcast and video is for informational use only.  We are not making investment recommendations.  This is not an appropriate investment for everyone.  As with any investment, please read the prospectus and discuss it with your financial planner. Why...

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Solutions with Sonya

In this podcast and video, I interview Sonya Dreizler, who helps financial service firms implement Environmental, Social and Governance (ESG) factor investing (or Impact Investing) in their practices. She also helps advisors connect with clients and market their...

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Corporate Accountability

This podcast and video is an interview with Hannah Freedberg of Corporate Accountability. Corporate Accountability is a non-profit that addresses issues of: Clean Water Climate Change Tobacco Food Systems Democracy - challenging the corporate takeover of...

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Invest Like You Give a Damn

This podcast and video is an interview with Marc de Sousa Shields. Like myself, Marc is an advocate for getting more people involved in Sustainable Responsible Impact investing. He is a co-founder of the Social Investment Organization (SIO) in Canada, a...

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Expat Tax Issues

Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you live in. It is important to understand how your US tax return will be affected if you move out of the US, and what US taxes you will be...

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Shareholder Advocacy Report

In this post, I will provide some shareholder advocacy updates. Shareholder advocacy involves: direct dialog with companies, filing shareholder resolutions and voting proxies.

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Sustainable, Responsible, Impact Investing Conference

See our video here about the SRI conference. Sustainable, Responsible, Impact Investing Conference I attended the 28th annual Sustainable, Responsible, Impact Investing Conference. There were about 800 participants. It was great to see how large the...

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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...

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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...

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Taxes Issues with Divorce

Finances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago. It's a difficult, emotional period for anyone involved with a divorce. See our video here. There are many financial issues when...

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Money in Banks is not Safe

The Impact of Time and Inflation on Financial Plans Preparing for retirement requires careful planning. What you need to consider is the impact of inflation on the expected cash flows, i.e. the money that you expect to receive from a retirement...

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When you work with AIO Financial, you work directly with Bill Holliday, CFP - a fiduciary financial planner working just for you.

Bill, a Certified Financial Planner with over 15 years of experience, is at every client meeting and responsible to insure your financial plan is properly carried out. We work with you on a comprehensive financial plan so that we are considering all aspects of your finances. 


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