by Bill Holliday | financial advisors, financial planning, impact investing, retirement planning
Subscribe: RSS It’s helpful to know how much money you need to retire or how much income the money you have will provide in income. The 4% rule it’s an approximation to help with both questions. It states that: If you withdraw 4% of your initial retirement savings per... 
by Bill Holliday | financial planning
Subscribe: RSS This is just a rough guideline to get an idea if your budget is reasonable. The 50-30-20 rule for budgeting consists of: 50% of your income toward necessities (housing and bills) 20% financial goals (paying off debt or saving for retirement) 30% of your... 
by Bill Holliday | financial planning, Podcast, retirement planning
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2022/03/Why-Invest-Podcast.mp3Subscribe: RSS In this episode, we discuss: the many reasons you should invest Investments can be used for: 1. Retirement or financial independence, when you... 
by Bill Holliday | financial planning, Podcast
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2022/02/Start-Now-Podcast.mp3Subscribe: RSS The best time to start investing is right now Really, right now. Time works for your investments. There are many reasons to put off investing:... 
by Bill Holliday | financial advisors, financial planning, Podcast, retirement planning, spending
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/02/Rules-of-Thumb-Podcast.mp3Subscribe: Apple Podcasts | RSS This post and episode is a compilation of a few financial rules of thumb. I hope these are helpful for you. 4% Rule for... 
by Bill Holliday | financial planning, Podcast
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2020/09/AIO-podcast.mp3Subscribe: Apple Podcasts | Android | RSS Welcome to AIO, Linda Stratton! In this episode, I interview our newest financial advisor Linda Stratton. She’s a...