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.

Retirement Software

We are going to look closer at some of the issues around retirement planning. Retirement planning is really about priorities: • When do you want to retire? • How much would you like to spend in retirement? • How much can you save before retirement? • Will you work...

Why Invest?

In this episode, we discuss: the many reasons you should invest Investments can be used for: 1. Retirement or financial independence, when you no longer need to work. This is a primary objective for many people to be able to replace their income (or...

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...
One Tree Planted – Effective Altruism

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,...

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New Fee Only Certified Financial Planner at AIO

New Fee Only Certified Financial Planner at AIO

Welcome to AIO, Linda Stratton!   In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team. Linda Stratton was...

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Expat Living in Germany

Expat Living in Germany

How has it been to be in Germany during this virus time? The company I work for involves a lot of travelling – but we haven’t been able to do much of that. So most days consist of waking up at home, answering emails and calls ‘till dinnertime. But Germany has been...

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Retired and Volunteering on the Mexican Border

Retired and Volunteering on the Mexican Border

Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew up on a farm. How long have you been in Tucson? I am going on my...

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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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AIO Financial is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.