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.

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...
Suze Orman, To really save money, do this Review

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...

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Top 4 Reasons to Retire In Tucson, Arizona

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...

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How to become a millionaire

How to become a millionaire

In this episode, we discuss how much you need to save each year to become a millionaire. We discuss why a million dollars is an important goal (or not) and how what assumptions are reasonable.   Here is the transcript for this episode:  In this episode we're...

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John Oliver, Last Week Tonight, Retirement Plan

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...

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Never hire a financial advisor without asking this …

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...

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7 Financial Tips for Expats

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...

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Impact Assets – Donor Advised Fund

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....

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Green Century – ESG Impact Investing

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...

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6 Reasons to Hold on in a Bear Market

6 Reasons to Hold on in a Bear Market

What is a Bear Market? The U.S. Market (S&P 500) is down about 20% from its high in September 2018. The government has a partial shutdown, there is trade uncertainty, the Fed increased interest rates, there is a tight labor market, and slowing earnings growth....

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