by AIO | Sep 12, 2020 | Financial Advisors, Investing, Podcast, Retirement Planning, Spending
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2018/11/Financial-Planners-personal-finances-Podcast.mp3Podcast: Play in new window | DownloadFor this blog/podcast/video, I’m going to talk about my own personal finances, in hopes that it... 
by AIO | Sep 8, 2020 | Financial Advisors, Podcast, Retirement Planning, Spending
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2016/09/39-Financial-Scams-Podcast.mp3Podcast: Play in new window | DownloadThis blog is about financial scams that target seniors, but let me start with a few facts about this large and... by AIO | Sep 8, 2020 | Financial Advisors, Investing
We received a request over email from a client who wanted money wired to a bank for the purchase of furniture. We filled out the Schwab paperwork and email them to her (at the email her correct email address). She signed and returned the form but Schwab... by AIO | Sep 8, 2020 | Financial Advisors, Investing, Retirement Planning
The Department of Labor (DOL) Fiduciary Rule was scheduled to start on April 10, 2017 but President Trump signed an executive order delaying the rule 180 days so that the DOL could carry out “economic and legal analysis” on the rule’s potential impact. If this... 
by AIO | Sep 7, 2020 | Financial Advisors, Financial Planning, Investing, Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2020/03/Corona-Stimulus-podcast-audio.mp3Podcast: Play in new window | Download On March 27, 2020, the $2 trillion economic recovery package was signed into law. Direct Payments The big... by AIO | Sep 7, 2020 | Alternative Investments, Financial Advisors, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/07/9-how-to-pick-a-financial-planner-podcast.mp3Podcast: Play in new window | DownloadIn this podcast I will answer the question: How do I pick a financial advisor? How are...