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.

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...

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG. It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria. Curated portfolios of...

One Tree Planted – Effective Altruism

In this episode, I interview Diana Chaplin from One Tree Planted. We discuss how this non-profit organization focuses on global reforestation and fighting climate change.     How did One Tree Planted start? One Tree Planted started in 2014 – Our founder,...
Living in Mazatlán Mexico – Expat Financial Planning

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...

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Business Finances for Athletes

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...

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Living in CDMX Mexico City – Expat Financial Planning

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?...

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Fee Only Financial Planners Fiduciaries

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...

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Corona Virus Disaster Loan Assistance

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...

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eMoney Financial Planning Program

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:...

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Financial Planning for Coronavirus Stimulus Package

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...

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Investing during the Corona Virus Crisis – COVID-19

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...

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CAPE Investment Strategy

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...

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SECURE Act – RMD Changes

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...

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YourStake.org

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...

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Tax Deduction for Charitable Contributions

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...

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