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.

AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor

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 more personallysome of...

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...

All the financial advice you’ll ever need fits on a single index card

In this episode, we discuss the PBS news hour feature, “All the financial advice you’ll ever need fits on a single index card.”  This is a popular blog then book by Harold Pollack, a UC Chicago social scientist.  Here are the 10 guidelines:   Strive to save...

Dave Ramsey – The 3 Basic Money Skills You Need To Know Review

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 giving saving and...

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...

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;...

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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...

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The Personal Finances of a Financial Planner

For this blog/podcast/video, I’m going to talk about my own personal finances, in hopes that it is helpful for some people.  I’ll go over how I invest, budget and what my retirement plans are.  You can see the Video Here I will be expanding about my...

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Clean USA Power – Solar Real Estate Investing

Solar Real Estate Investing This blog / podcast / video are an interview with John Copyak, the owner and founder of Clean USA Power. See our video here. John saw the need to transition from fossil fuels to renewables and Has successfully negotiated more...

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Green America – Corporate Engagement

Green America Growing the Green Economy for People and Planet This blog / podcast / video are an interview with Todd Larsen, the Executive Co-Director of Green America. See our video here. As Executive Co-Director, Todd is responsible for planning,...

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Shareholder Advocacy with First Affirmative

Holly Testa - Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video (see video here), I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First...

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Iroquois Valley Farms – Organic Farming

Iroquois Valley Farmland REIT - Organic Farm Investment In this podcast and video (see video here), I interview Alex Mackay the Director of Business Development and Investor Relations at Iroquois Valley Farm. Alex sees food as the perfect conduit for...

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As You Sow – Shareholder Advocacy

I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media...

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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 focused on...

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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 Invest in...

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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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