by AIO | Sep 1, 2023 | Fee-only advisors
In this episode, I discuss Sustainable, Responsible, Impact Investing AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI). The following is an introduction to SRI. Sustainable, Responsible, Impact Investing (SRI)... 
by AIO | Aug 17, 2023 | Fee-only advisors
Expat Financial Planning, Podcast, retirement planning Subscribe: RSS We are going to look closer at some of the issues around retirement planning. Retirement planning is really about priorities: • When do you want to retire? • How much would you like... 
by AIO | Aug 16, 2023 | Fee-only advisors
Community investing, impact investing, Podcast, shareholder advocacy, socially responsible investing, SRI Subscribe: RSS 1 What is SRI? Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your... 
by AIO | Jun 17, 2023 | Fee-only advisors
socially responsible investing Subscribe: RSS Carbon Collective 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... 
by AIO | Aug 16, 2022 | Fee-only advisors
Expat Financial Planning, Podcast, retirement planning Subscribe: RSS 1 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... 
by AIO | Aug 17, 2020 | Fee-only advisors
socially responsible investing Subscribe: RSS The impact of fees on your investment returns Fees may only be 1 or 2% but that can make a huge difference over time. If you invest $10,000 at an annual rate of return of 7%, you will have about $150,000 at the end of...