Our Blog
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...
Business Finances for Athletes
https://youtu.be/Iy2ZRMdkkXo 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...
Is Climate Change Man-made? What can we do?
In this podcast we interview Joe Holliday, a professor of earth science at El Camino College in Los Angeles, California where he regularly speaks about climate change a topic he is pasionate about. We discuss the evidence that shows: climate change is occurring,...
Early Retirement Possible
I spent the holiday break with my wife’s family in Caborca, Mexico. Their homes and possessions are pretty simple, but they have nice celebrations and full lives. The median annual household income in the US is about $29,000, in Mexico it is about $4,500. Costs for...
Married Same-Sex Couples Gain Equal Tax Benefits
Two months after the Supreme Court struck down the Defense of Marriage Act, the Treasury Department ruled that legally married same-sex couples will be treated as married for federal tax purposes. The decision has a host of implications, even for couples who now live...
Fiduciary Responsibility
PBS Frontline had a special a month ago about investing and retirement. They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that...
Structured Products – Downside Protection
"Structured Products: Revolutionizing Investment Strategies for Diversified Returns" Exploring the World of Structured Products: A Tailored Investment Approach A mix of traditional securities and derivatives for customized risk and return Initially for institutional...
Eric Rosenberg – Personal Profitability
Unpacking Investment Wisdom: Episode 36 of Values Investor Podcast with Bill Holiday Welcome to the latest dispatch from the intersection of personal finance and social responsibility. Here's what we've got in store for you in episode 36 of the Values Investor podcast...