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.

John Oliver, Last Week Tonight, Retirement Plan

In this podcast/blog/video, I discuss financial tips for expats. The in this episode we're going to reviewand comment on a John Oliver show whichis last week tonight in his episode onretirement planning this is theall-in-one AIO financial series and I'mbill I'm Jason...

Never hire a financial advisor without asking this …

In this episode we're going to talk about hiring a financial advisor and one questionYou should never hire a financial advisor without asking firstThis is the only one aio financialSeries with Bill and Jason we discuss personal financial issues including...

7 Financial Tips for Expats

In this podcast/blog/video, I discuss financial tips for expats. You can see our video here. The State Department estimates that there are about 9 million US citizens living abroad. Mexico, Canada, Germany, Philippines, Israel, and the UK are the top six countries...

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...

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...

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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 by your move to Mexico, and what US taxes you will be required to pay. On top...

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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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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.

Get a free Sustainable, Responsible, Impact Investing Guide

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Learn about making an impact with your investments without sacrificing returns.

AIO Financial, 520-325-0769

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