Start Investing Now
The best time to start investing is right now Really, right now. Time works for your investments. There are many reasons to put off investing: it’s too complicated, later when I make more money, when the kids are older, when my debt is paid off, when I...
Plant-based & Climate Vegan ETF EATV
In this episode, I have an interview with Elysabeth Alfano - the CEO/CMO of VegTech™ Invest and the Founder of Plant Powered Consulting. They have an exchange traded fund (ETF). The VegTech™ Plant-based Innovation & Climate ETF (Ticker: EATV) Invest...
Responsible Credit Cards
Why Switch to a Responsible Credit Card When you open a credit card, your fees go to the issuing bank. This includes: fees merchants pay for each purchase, interest on your balance, annual fees, balance transfer fees, and late fees. The bank then makes loans to...
Financial Advisors Kataya & Val
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 you to two of our new advisors...
The Cost of Expat Life in Mexico
We have a free ebook about financial issues for expats: Download here Lake Capala Half of the battle to reach Financial Independence is not spending very much. A great way to not spend very much is to live in a low-cost area. Living outside of the US is a one way to...
Sustainable Responsible Impact Investing
In this episode, I discuss Sustainable, Responsible, Impact Investing AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Sustainable, Responsible, Impact Investing...
Ethos Investment Impact Evaluation
In this episode, Bill interviews Luke Wilcox from Ethos. Luke is the founder and CEO of Ethos. Ethos is a platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate...
Centre for Effective Altruism – Supporting Effective Charities
In this episode, Bill interviews Aaron Gertler from the Centre for Effective Altruism. Aaron runs the EA Newsletter and EA Forum. He is experienced in freelance positions throughout the EA community. He received a Bachelor of Arts in cognitive science from...
YourStake Investment Impact Reporting
In this episode, Bill interviews Gabe Rissman from your YourStake. Gabe is the president of YourStake. Gabe's background in data science comes from studying computational astrophysics at Yale, with his thesis focus on dark matter. He has experience...
Financial Rules of Thumb
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% withdrawal rule for...
Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC
In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert. You can see our video at: https://youtu.be/oVoNCAE6VH0 I...
US SIF Sustainable Investing Trends Report
In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report. Christopher Phalen serves as Research Manager at US SIF. He is responsible for leading research product output such as issue report, blog...