by AIO | Sep 8, 2019 | Investing, Retirement Planning
When you leave an employer with a 401k, we recommend that you roll your 401k into an Individual Retirement Account (IRA). Here are three reasons why: 401k plans usually have very few investment options, many times less than 20. In an IRA, you have thousands of... by AIO | Sep 8, 2019 | Investing
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2016/06/39-audio-market-review-podcast.mp3Podcast: Play in new window | DownloadThere are some obstacles for stocks to continue to go up in 2015, but there is optimism that the bull market... 
by AIO | Sep 8, 2019 | Investing, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/01/2-Allocation-of-Investments-fee-only-financial-planner.mp3Podcast: Play in new window | DownloadIn this podcast (below), I will answer the question: What general types of... 
by AIO | Sep 7, 2019 | Investing, Podcast, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2017/12/9-tips-for-end-of-the-year-finances.mp3Podcast: Play in new window | DownloadYear End Financial Planning Checklist The follow are some tips to maximize your financial situation. I... 
by AIO | Sep 7, 2019 | Investing, Podcast, Types Of Investments
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/01/4-alternative-investments-gold-reit-ask-a-fee-only-financial-planner.mp3Podcast: Play in new window | DownloadIn this podcast I will answer the question: Is there anything else... 
by AIO | Sep 6, 2019 | Alternative Investments, Investing, Podcast
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2016/01/23-361-Capital-Liquid-Alternative-Podcast.mp3Podcast: Play in new window | DownloadThis podcast is an interview with Josh Vail from 361 Capital. 361 Capital is an investment...