Our Blog
Top 4 Reasons to Retire In Tucson, Arizona
https://youtu.be/2BL7i8fD-mw 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,...
Living in CDMX Mexico City – Expat Financial Planning
https://youtu.be/rW1KKGd-_XU 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?...
An Investment In Happiness
This 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 financial planner. I recently had the opportunity...
Lynn Patterson, ProMujer
In this episode, we interview Lynne Patterson of ProMujer. ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthcare, education and...
Expat Living in Germany
https://youtu.be/WFpLohEAFaQ 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...
The Cost of Expat Life in Mexico
https://youtu.be/4V_W_5OO0x4 We have a free ebook about financial issues for expats: Download here Lake Capala Half of the battle to reach Financial Independence is not spending very much. A great way to not spend very much is to live in a low-cost area. Living...
Living in Mazatlán Mexico – Expat Financial Planning
https://youtu.be/LC3xtBsyenE 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...
7 Financial Tips for Expats
https://youtu.be/cV1Ol-a5zxw 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...
Expat Tax Issues
Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you live in. It is important to understand how your US tax return will be affected by your move to Mexico, and what US taxes you will be required to pay....
Assisted Living in Mexico
The cost of assisted living in the US is incredibly high and can be out of reach for many people. The cost depends on where you are located and the level of care you need.
The median cost (according to Genworth in 2021) is $4,500 per month
David Harrell – Morningstar ESG Rating
The Values Investors Podcast with Bill Holiday: Episode 35 Welcome to the latest episode of The Values Investors Podcast, brought to you by AIO Financial. This episode covers everything from Bill's personal updates to a deep dive into Morningstar's new sustainability...
Fee Only Financial Planners Fiduciaries
AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial Planners (financial...