Our Blog
Socially Responsible Investing Guide
In this podcast I will answer the question: What is Socially Responsible Investing and how can I participate? Podcast #13 can be found below. You can also see our video (Video) Socially Responsible Investing (SRI), also known as sustainable, socially...
Examples of Shareholder Activism
Shareholder Activism: A Vital Tool for Positive Change In the world of socially responsible investing (SRI), shareholder activism stands tall as a potent strategy for creating meaningful impact. By wielding their rights as shareholders, individuals and organizations...
Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC
https://youtu.be/oVoNCAE6VH0 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...
Sustainable Responsible Impact Investing
Unlocking the Power of Sustainable, Responsible, Impact Investing (SRI) Welcome to AIO Financial's exploration of the world of Sustainable, Responsible, Impact Investing (SRI). In this episode, we delve into the fascinating realm of investing in alignment with your...
Impact Investing (SRI)
Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your investments and influence our world. SRI is a rapidly growing area of investment.
It is outpacing the overall rate of general investment growth.
Morningstar Sustainability Rating for Funds
Navigating the Sustainable Investing Landscape: A Conversation with Morningstar's David Harrell Welcome to another insightful episode of the Values Investors podcast with Bill Holiday. In Episode 35, proudly brought to you by AIO Financial, a trusted name in fee-only...
Green Alpha Advisors – Garvin Jabusch
Green Alpha – Investing for the Next Economy This blog / podcast / video are an interview with Garvin Jabusch from Green Alpha asset managers. See our Video Here. Garvin is the Chief Investment Officer for Green Alpha Advisors, where he leads investment research;...
Investing to Address Climate Change
In this blog/podcast/video I will discuss how Climate Change can be addressed through Socially Responsible Investing (SRI). This includes but isn’t limited to fossil fuel divesting and shareholder advocacy. See our video here. What is SRI? SRI is a way to...
Socially Responsible 401k
Greening Your 401(k): SocialK's Rob Thomas on ESG Retirement Plans Introduction: Welcome to another exciting episode of the Impact Financial Planners podcast. In this episode, we dive deep into the world of environmentally and socially responsible investing in...
Solutions with Sonya
Breaking Down Barriers: How to Integrate ESG Factors in Financial Services Introduction: In a world where investors are increasingly conscious of the social and environmental impact of their portfolios, there's a growing need for financial service firms to adapt to...
Investing in a Social Fund
In this episode, we delve into the world of socially responsible investing with a focus on Mbu Capital's innovative Social Bond Fund. Hosted by Bill Holiday, this podcast series is brought to you by AIO Financial, a fee-only financial planning firm dedicated to...
Carbon Collective interview
In this episode, I have an interview with Zach Stein a Cofounder of Carbon Collective. The goal of the Carbon Collective is to help use investments to solve climate change.
They divest from fossil fuel companies and reinvest in climate solutions.












