Leisa Peterson – WealthClinic

Leisa Peterson – WealthClinic

The Values Investors Podcast: Episode 32 with Lisa Pederson of Wealth Clinic Introduction:Welcome to the Values Investors Podcast with Bill Holiday, brought to you by AIO Financial – the fee-only financial planning firm specializing in socially responsible investing...
7 Best Financial Apps

7 Best Financial Apps

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2018/01/Financial-Apps.mp3Podcast: Play in new window | DownloadHelpful financial apps for personal finance Financial applications and programs can significantly help you in the financial...
Financial Advisors Kataya & Val

Financial Advisors Kataya & Val

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2021/12/AIO-Financial-Advisor-Kataya-Val-Podcast.mp3Podcast: Play in new window | Download The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO...