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.

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,...

The Coalition for Rainforest Nations – Effectively fighting Climate Change

The Coalition for Rainforest Nations shows up as one of the most efficient ways to fight climate change...   What does the Coalition for Rainforest Nations do? We want to keep developing countries in that momentum of saving forests- we pay them money to do...

Giving Green – Recommendations to Effectively Fight Climate Change

Dan Stein is the Chief Economist at IDinsight. As Chief Economist, Dan is responsible for setting and maintaining technical standards throughout the organization, developing new projects and partnerships, and helping manage a team of technical experts. Dan...
Operate Your Own Residential Assisted Living Home

Operate Your Own Residential Assisted Living Home

This is an interview with Emmanuel Guarino, the #1 Realtor for Residential Assisted Living in Arizona. He works alongside his wife to buy and sell more RAL's than anyone in their prospective state. Emmanuel trains and teaches at the Residential Assisted Living Academy...

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Financial Planning Mistakes made by Actors

Financial Planning Mistakes made by Actors

In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made.   Here is the transcript for this episode: We're...

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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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