by Bill Holliday | Community investing, impact investing, Podcast, shareholder advocacy, socially responsible investing, SRI
1 What is SRI? Sustainable, Responsible, Impact Investments (SRI) provide you with the chance to vote with your investments and influence our world. SRI is a rapidly growing area of investment. It is outpacing the overall rate of general investment growth. SRI...
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 | climate change, impact investing, Podcast, socially responsible investing, SRI
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2022/02/VegTech-EATV-Podcast.mp3Subscribe: RSS In this episode, I have an interview with Elysabeth Alfano – the CEO/CMO of VegTech™ Invest and the Founder of Plant Powered...
by Bill Holliday | Community investing, impact investing, investing, Podcast, shareholder advocacy, socially responsible investing
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/09/SRI-podcast-audio-9-27.mp3Subscribe: RSS In this episode, I discuss Sustainable, Responsible, Impact Investing AIO Financial (fee only financial planners) specializes in Socially...
by Bill Holliday | impact investing, Podcast, socially responsible investing
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/02/CSRIC-Podcast-2.mp3Subscribe: Apple Podcasts | RSS In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning,...
by Bill Holliday | impact investing, Podcast, shareholder advocacy, socially responsible investing
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2020/12/USSIF-Treands-Podcast.mp3Subscribe: Apple Podcasts | RSS In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report....