by Bill Holliday | financial advisors, Podcast
Subscribe: RSS The other day Bill Holiday sat down with the two newest fee only financial advisors at AIO Financial to ask some questions and learn a little more about them. Here’s what they talked about. Bill: In this episode, we’re going to introduce you to two of... 
by Bill Holliday | financial advisors, Podcast
Subscribe: Apple Podcasts | Android | RSS AIO Financial has updated their four ebooks. They are all free: Investing (the basics of how to invest) Sustainable, Responsible, Impact Investing (how to make an impact with your investments). Expat Financial... 
by Bill Holliday | financial planning, Podcast
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2019/07/Intro-to-Bill-Jason-Podcast.mp3Podcast: Play in new window | DownloadSubscribe: Apple Podcasts | Android | RSS In this episode, we we introduce AIO Financial’s Wealth Managers:... by Bill Holliday | financial advisors
PBS Frontline had a special a month ago about investing and retirement. They focused on fiduciary responsibility and fees related to investing. The 52-minute video can be seen at: http://www.pbs.org/wgbh/pages/frontline/retirement-gamble/ They state that America is... by Bill Holliday | 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 requires...