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 | 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 | Podcast, socially responsible investing, SRI
https://media.blubrry.com/financialplanner/p/aiofinancial.com/wp-content/uploads/2021/03/YourStake-Podcast-AIO.mp3Subscribe: Apple Podcasts | RSS In this episode, Bill interviews Gabe Rissman from your YourStake. Gabe is the president of YourStake. Gabe’s...