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.
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?...
Fee Only Financial Planners Fiduciaries
AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial Planners (financial planning for Americans living...
Corona Virus Disaster Loan Assistance
Corona Virus COVID-19 Disaster Loan Assistance There are two main loan programs to help small business owners through the COVID-19 crisis (created as part of the $2 trillion COVID-19 relief package): Economic Injury Disaster Loans (EIDLs) SBA Cares Act Paycheck...
eMoney Financial Planning Program
AIO Financial has started using eMoney to help clients with financial planning. eMoney provides comprehensive financial planning software. It helps financial advisors and clients collaborate on financial plans and allow clients to plan for the future. It helps with:...
Financial Planning for Coronavirus Stimulus Package
Financial Planning for Coronavirus Stimulus Package On March 27, 2020, the $2 trillion economic recovery package was signed into law. Direct Payments The big headline is that the law provides for direct payments of up to $1,200 for most individuals and $2,400 for most...
Investing during the Corona Virus Crisis – COVID-19
In this podcast/blog/video, I discuss investing during the corona virus crisis. You can see our video here. I know it has not been easy to look at your account balances go down over the past couple of weeks. It feels a bit like we are looking at the 2008 great...
CAPE Investment Strategy
CAPE-STOCK INVESTMENT STRATEGY This podcast/video/blog 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...
SECURE Act – RMD Changes
The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the "Act"), which notably modifies Required Minimum Distribution (RMD) rules, went into effect January 1, 2020. Below are the five things that many people need to know. This is just an...
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...
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...
