Our Blog
SRI ESG Conference
https://youtu.be/JggJbhAHqbE I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the...
Shareholder Advocacy at Risk
AIO Financial (https://aiofinancial.com) is an active participant in shareholder advocacy on behalf of our clients. Shareholder advocacy provides a way for company owners (shareholders) to make real impacts in companies. Advocates can address: climate...
Calvert Socially Responsible Index Mutual Funds
Exploring Responsible Investing with Calvert Investments A Dive into Sustainable Investing and Index Funds Episode 25 of Ask a Fee Only Financial Planner Podcast Introduction Welcome to the Ask a Fee Only Financial Planner podcast, episode number 25, brought to you by...
Retired and Volunteering on the Mexican Border
https://youtu.be/J_UXtM5qo3c 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...
Tax Deduction for Charitable Contributions
https://youtu.be/T3fyHBaJfu8 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...
Giving Green – Recommendations to Effectively Fight Climate Change
https://youtu.be/QmxlSVcBU1Y 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...
Effective Altruism with Charlie Bresler of The Life You Can Save
https://youtu.be/tpj_kaoQleQ Charlie Bresler – The Life You Can Save (https://www.thelifeyoucansave.org/) You have an interesting story- do you mind talking a little more about how you became the director of The Life You Can Save? Sure. I’m not sure where to begin...
The Coalition for Rainforest Nations – Effectively fighting Climate Change
https://youtu.be/uQYkSrPKkH0 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...
One Tree Planted – Effective Altruism
https://youtu.be/7PGY9ibZMFY 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 –...
JPAL Poverty Action Lab – using Randomized Impact Evaluations
In this podcast / video / blog, I interview Claire Walsh from J-PAL. You can see our Video Here. Claire Walsh is a Senior Policy Manager at J-PAL Global at MIT. Claire leads J-PAL’s Government Partnership Initiative, a global fund to support governments in...
Centre for Effective Altruism – Supporting Effective Charities
https://youtu.be/1RSEUuUFklY In this episode, Bill interviews Aaron Gertler from the Centre for Effective Altruism. Aaron runs the EA Newsletter and EA Forum. He is experienced in freelance positions throughout the EA community. He received a Bachelor of Arts in...
Unitarian Universalist Common Endowment Fund – Impact Investing
https://youtu.be/5SxBje-jQnw Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee, and the...