Podcasts by AIO Financial

Future of Green Energy Investing from 2023-09-19T10:06

The post Future of Green Energy Investing appeared first on AIO Financial - Fee Only F...

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment from 2023-09-11T11:06:18

In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG. It provides you with a customized portfolio of individual stocks that meet your Environ...

As You Sow – Shareholder Advocacy from 2023-09-10T16:58:05

The post As You Sow – Shareholder Advocacy appeared first on AIO Financial - Fee Only Financial Advisors...

YourStake.org from 2023-09-08T19:08:03

The post YourStake.org appeared first on AIO Financial - Fee Only Financial Advisors...

Green Century – ESG Impact Investing from 2023-09-08T12:23:10

Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here...

Green America – Corporate Engagement from 2023-09-08T11:31:52

The post Green America – Corporate Engagement appeared first on AIO Financial - Fee ...

Iroquois Valley Farms – Organic Farming from 2023-09-08T11:13:20

The post Iroquois Valley Farms – Organic Farming appeared first on AIO Financial - Fee Only ...

Leslie Samuelrich, Green Century Mutual Funds from 2023-09-08T07:06:41

The post Leslie Samuelrich, Green Century Mutual Funds appeared first on AIO Financial - Fee...

Ethos Investment Impact Evaluation from 2023-09-07T15:57:58

The post Ethos Investment Impact Evaluation appeared first on AIO Financial - Fee On...

Corporate Accountability from 2023-09-07T09:02:01

The post Corporate Accountability appeared first on AIO Financial - Fee Only Financial Advisor...

Costs in fees from 2022-04-19T19:49:46

The post Costs in fees appeared first on AIO Financial Advisors Fee Only Fi...

Emergency Fund from 2022-04-15T19:19

The post Emergency Fund appeared first on AIO Financial Advisors Fee Only ...

Ukraine–Russia Impact on your investments from 2022-04-06T20:16:48

The post Ukraine – Russia Impact on your investments appeared first on Listen

Cost in hours of purchase from 2022-04-01T19:19

The post Cost in hours of purchase appeared first on AIO Financ...

Spend less&Invest the rest from 2022-03-21T18:50

The post Spend less & Invest the rest appeared first on A...

Why Invest? from 2022-03-12T18:16:50

The post Why Invest? appeared first on AIO Financial Advisors Fee Only Fiducia...

Start Investing Now from 2022-03-11T18:30

The post Start Investing Now appeared first on AIO Financial Advisors...

Plant-based&Climate Vegan ETF EATV from 2022-02-26T17:40:48

The post Plant-based & Climate Vegan ETF EATV appeared first on Listen

Responsible Credit Cards from 2021-12-20T14:22:38

The post Responsible Credit Cards appeared first on AIO Financia...

Financial Advisors Kataya&Val from 2021-12-20T14:21:48

The post Financial Advisors Kataya & Val appeared first on Listen

The Cost of Expat Life in Mexico from 2021-09-12T20:41:35

The post The Cost of Expat Life in Mexico appeared first on AIO Fi...

Sustainable Responsible Impact Investing from 2021-08-16T01:47:01

The post Sustainable Responsible Impact Investing appeared first on Listen

Centre for Effective Altruism – Supporting Effective Charities from 2021-03-25T18:30:33

The post Centre for Effective Altruism – Supporting Effective Charities appear...

YourStake Investment Impact Reporting from 2021-03-12T01:01:13

The post YourStake Investment Impact Reporting appeared first on Listen

Financial Rules of Thumb from 2021-02-24T03:00

The post Financial Rules of Thumb appeared first on AIO Financial A...

Chartered Sustainable Responsible Impact Investing (SRI) Counselor–CSRIC from 2021-02-19T04:45

The post Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC appeared first on <...

US SIF Sustainable Investing Trends Report from 2020-12-23T20:07:19

The post US SIF Sustainable Investing Trends Report appeared first on Listen

One Tree Planted–Effective Altruism from 2020-11-11T17:25:50

The post One Tree Planted – Effective Altruism appeared first on Listen

The Coalition for Rainforest Nations–Effectively fighting Climate Change from 2020-10-21T09:00

The post The Coalition for Rainforest Nations – Effectively fighting Climate Cha...

Giving Green–Recommendations to Effectively Fight Climate Change from 2020-10-07T09:00:32

The post Giving Green – Recommendations to Effectively Fight Climate Change appeared first on Listen

New Fee Only Certified Financial Planner at AIO from 2020-09-23T19:37:16

The post New Fee Only Certified Financial Planner at AIO appeared first on Listen

Effective Altruism with Charlie Bresler of The Life You Can Save from 2020-09-09T16:08:04

The post Effective Altruism with Charlie Bresler of The Life You Can Save appeared first on Listen

Unitarian Universalist Common Endowment Fund – Impact Investing from 2020-08-26T20:24:01

The post Unitarian Universalist Common Endowment Fund – Impact Investing appeared first on Listen

Expat Living in Germany from 2020-08-13T01:08:06

The post Expat Living in Germany appeared first on AIO Financial ...

Retired and Volunteering on the Mexican Border from 2020-07-29T16:24:15

The post Retired and Volunteering on the Mexican Border appeared first on Listen

Living in Mazatlán Mexico–Expat Financial Planning from 2020-07-16T21:39:49

The post Living in Mazatlán Mexico – Expat Fi...

Business Finances for Athletes from 2020-06-25T19:34:16

The post Business Finances for Athletes appeared first on Listen

Living in CDMX Mexico City–Expat Financial Planning from 2020-06-08T18:59:47

The post Living in CDMX Mexico City – Expat Financial Planning appeared first on ...

Fee Only Financial Planners Fiduciaries from 2020-05-21T16:08:28

The post Fee Only Financial Planners Fiduciaries appeared first on Listen

Corona Virus Disaster Loan Assistance from 2020-04-09T19:25:23

The post Corona Virus Disaster Loan Assistance appeared first on Listen

eMoney Financial Planning Program from 2020-03-31T20:09:01

The post eMoney Financial Planning Program appeared first on Listen

Financial Planning for Coronavirus Stimulus Package from 2020-03-28T18:23:56

The post Financial Planning for Coronavirus Stimulus Package appeared first on Listen

Investing during the Corona Virus Crisis–COVID-19 from 2020-03-24T19:53:48

The post Investing during the Corona Virus Crisis – COVID-19 appeared first on Listen

CAPE Investment Strategy from 2019-12-30T03:06

The post CAPE Investment Strategy appeared first on AIO Financia...

SECURE Act–RMD Changes from 2019-12-25T21:47:40

The post SECURE Act – RMD Changes appeared first on AIO Financ...

Tax Deduction for Charitable Contributions from 2019-12-04T08:10

The post Tax Deduction for Charitable Contributions appeared first on Listen

SRI ESG Conference from 2019-11-27T08:14

The post SRI ESG Conference appeared first on AIO Financial Advisors F...

An Investment In Happiness from 2019-11-19T19:53:54

I don’t have a hot stock tip or a sure thing investment to offer for a shortcut to wealth, but if I could offer some advice on how to invest part of your time...

The post Listen

Operate Your Own Residential Assisted Living Home from 2019-09-11T07:46:32

The post Operate Your Own Residential Assisted Living Home appeared first on Listen

Financial Planning Mistakes made by Actors from 2019-08-29T20:48:43

The post Financial Planning Mistakes made by Actors appeared first on Listen

AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor from 2019-08-14T05:04:43

The post AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor appeared first on Listen

Suze Orman, To really save money, do this Review from 2019-07-24T04:33:15

The post Suze Orman, To really save money, do this Review appeared first on Listen

All the financial advice you’ll ever need fits on a single index card from 2019-07-21T02:48:35

The post All the financial advice you’ll ever need fits on a single index ...

Dave Ramsey–The 3 Basic Money Skills You Need To Know Review from 2019-07-15T10:50:31

The post Dave Ramsey – The 3 Basic Money Skills You Need To Know Review appeared first on...

Top 4 Reasons to Retire In Tucson, Arizona from 2019-07-09T05:18:55

The post Top 4 Reasons to Retire In Tucson, Arizona appeared first on Listen

How to become a millionaire from 2019-06-19T22:59:13

The post How to become a millionaire appeared first on AIO Financial...

John Oliver, Last Week Tonight, Retirement Plan from 2019-06-19T22:52:22

The post John Oliver, Last Week Tonight, Retirement Plan appeared first on Listen

Never hire a financial advisor without asking this… from 2019-06-04T15:29:20

The post Never hire a financial advisor without asking this … appeared first on Listen

7 Financial Tips for Expats from 2019-05-02T21:13:10

The post 7 Financial Tips for Expats appeared first on AIO Fi...

Impact Assets–Donor Advised Fund from 2019-01-23T19:47:11

The post Impact Assets – Donor Advised Fund appeared first on AIO Fina...

6 Reasons to Hold on in a Bear Market from 2018-12-26T03:24:39

The post 6 Reasons to Hold on in a Bear Market appeared first on ...

Green Alpha Advisors–Garvin Jabusch from 2018-12-19T08:16:15

The post Green Alpha Advisors – Garvin Jabusch appeared first on Listen

JPAL Poverty Action Lab–using Randomized Impact Evaluations from 2018-12-07T07:20:43

The post JPAL Poverty Action Lab – using Randomized Impact Evaluations appeared first on Listen

MoneyGuidePro–Retirement Planning from 2018-11-23T08:07:17

The post MoneyGuidePro – Retirement Planning appeared first on Listen

The Personal Finances of a Financial Planner from 2018-11-22T08:09:40

The post The Personal Finances of a Financial Planner appeared first on Listen

Clean USA Power–Solar Real Estate Investing from 2018-11-07T08:31:30

The post Clean USA Power – Solar Real Estate Investing appeared first on Listen

Shareholder Advocacy with First Affirmative from 2018-10-03T18:01:06

The post Shareholder Advocacy with First Affirmative appeared first on Listen

Socially Responsible 401k from 2018-08-15T08:47:32

The post Socially Responsible 401k appeared first on AIO Financial Advisors F...

Alternative Energy Investment Options from 2018-08-01T07:19:49

The post Alternative Energy Investment Options appeared first on Listen

Solutions with Sonya from 2018-06-27T08:15:09

The post Solutions with Sonya appeared first on AIO Financial Adviso...

Invest Like You Give a Damn from 2018-04-06T06:25:11

The post Invest Like You Give a Damn appeared first on AIO Financia...

Expat Tax Issues from 2018-03-22T17:32:27

Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you […]

The post Listen

Shareholder Advocacy Report from 2018-03-01T08:26:06

In this post, I will provide some shareholder advocacy updates. Shareholder advocacy involves: direct dialog with companies, filing shareholder resolutions and voting proxies.

The post Listen

Sustainable, Responsible, Impact Investing Conference from 2018-02-08T04:27:59

The post Sustainable, Responsible, Impact Investing Conference appeared first on Listen

7 Best Financial Apps from 2018-01-06T08:30:11

The post 7 Best Financial Apps appeared first on AIO Financial Adviso...

9 Financial Tasks for the End of the Year from 2017-12-20T20:33:12

The post 9 Financial Tasks for the End of the Year appeared first on Listen

Taxes Issues with Divorce from 2017-12-05T07:19:25

The post Taxes Issues with Divorce appeared first on AIO Financial A...

Money in Banks is not Safe from 2017-11-20T07:19:35

The post Money in Banks is not Safe appeared first on AIO Financial Adviso...

Investing to Address Climate Change from 2017-10-25T16:55:50

The post Investing to Address Climate Change appeared first on A...

Investing in Bitcoin from 2017-09-26T08:02:48

The post Investing in Bitcoin appeared first on AIO Financial Adviso...

How to Save on Taxes with your own Business from 2017-09-12T04:34:48

The post How to Save on Taxes with your own Business appeared first on Listen

Financial Advisor Jokes from 2017-06-07T09:38:02

I'm not saying my financial adviser is bad at his job...
...but when I went into her office and asked her to check my balance, he tried to push me over

What’s another name for long-...

When to take Social Security from 2017-05-29T08:36:09

The post When to take Social Security appeared first on AIO Fin...

Long/Short Investing Strategy from 2017-05-21T23:39:29

The post Long/Short Investing Strategy appeared first on AI...

We Visit Clients Anywhere from 2017-05-09T06:16:02

The post We Visit Clients Anywhere appeared first on AIO ...

Socially Responsible Investment Performance vs Traditional Investments from 2017-05-03T06:02:59

The post Socially Responsible Investment Performance vs Traditional Investments appeared first ...

Shareholder Advocacy at Risk from 2017-05-01T22:37:19

The post Shareholder Advocacy at Risk appeared first on AIO Fin...

Roth Contribution Trick for High Income Earners from 2017-04-26T04:16:22

The post Roth Contribution Trick for High Income Earners appeared first on Listen

Is Climate Change Man-made? What can we do? from 2017-02-27T03:43:18

The post Is Climate Change Man-made? What can we do? appeared first on Listen

DOL Fiduciary Rule from 2017-02-08T22:19:05

The post DOL Fiduciary Rule appeared first on AIO Financial Advisors F...

Financial Winners and Losers Under Trump Presidency from 2017-01-01T21:21:39

The post Financial Winners and Losers Under Trump Presidency appeared first on Listen

Financial Scams Targeting Seniors from 2016-09-28T18:19:41

The post Financial Scams Targeting Seniors appeared first on Listen

The Cost of Raising Kids from 2016-09-14T18:51:57

The post The Cost of Raising Kids appeared first on AIO Finan...

Joe Saul-Sehy on Socially Responsible Investing from 2016-08-24T10:32:07

The post Joe Saul-Sehy on Socially Responsible Investing appeared first on Listen

Eric Rosenberg–Personal Profitability from 2016-08-10T09:32:04

The post Eric Rosenberg – Personal Profitability appeared first on Listen

David Harrell–Morningstar ESG Rating from 2016-07-27T09:32:02

The post David Harrell – Morningstar ESG Rating appeared first on Listen

Jon Bishop–Envest Microcredit from 2016-07-13T08:31:58

The post Jon Bishop – Envest Microcredit appeared first on AIO Fi...

What to Expect from the Market from 2016-07-01T10:30:27

The post What to Expect from the Market appeared first on A...

Jim Simcoe–Simcoe Green Homes from 2016-06-29T10:31:43

The post Jim Simcoe – Simcoe Green Homes appeared first on A...

Leisa Peterson–WealthClinic from 2016-06-15T08:31:34

The post Leisa Peterson – WealthClinic appeared first on Listen

Todd Tresidder–merits of Socially Responsible Investing from 2016-06-01T05:25:10

In this episode, we interview Todd Tresidder of Financial Mentor.  Todd speaks to me about the ineffectiveness of screening alone […]

The post Listen

Lynn Patterson, ProMujer from 2016-05-18T10:58:16

The post Lynn Patterson, ProMujer appeared first on AIO Financial Ad...

Investing in a Social Fund from 2016-05-11T08:58:14

The post Investing in a Social Fund appeared first on AIO Financi...

David Miller, Iroquois Valley Farms from 2016-05-04T07:16:36

The post David Miller, Iroquois Valley Farms appeared first on Listen

CAPE 10 Ratio In Need Of Context from 2016-04-29T21:30:40

The post CAPE 10 Ratio In Need Of Context appeared first on AIO Financial A...

Examples of Shareholder Activism from 2016-04-29T21:26:14

The post Examples of Shareholder Activism appeared first on AIO Fina...

Mark Harera, RSF Social Fund from 2016-04-13T06:22:01

The post Mark Harera, RSF Social Fund appeared first on AIO F...

Probate–Estate Planning from 2016-04-07T23:08:52

The post Probate – Estate Planning appeared first on AIO Fi...

Calvert Socially Responsible Index Mutual Funds from 2016-03-30T08:29:02

The post Calvert Socially Responsible Index Mutual Funds appeared first on Listen

Morningstar Sustainability Rating for Funds from 2016-03-20T14:58:54

The post Morningstar Sustainability Rating for Funds appeared first on Listen

SQN Capital, Alternative Investment from 2016-03-16T11:19:58

The post SQN Capital, Alternative Investment appeared first on Listen

Josh Vail, 361 Capital–Liquid Alternative Mutual Fund Investment from 2016-02-21T16:28:25

The post Josh Vail, 361 Capital – Liquid Alternative Mutual Fund Investment appeared first on Listen

Sara Potter, She Can Trade, Option Investing from 2016-02-03T10:45:46

The post Sara Potter, She Can Trade, Option Investing appeared first on Listen

Structured Products–Downside Protection from 2016-01-13T10:42:31

The post Structured Products – Downside Protection appeared first on Listen

TriLinc Global Alternative Investment from 2015-12-30T17:57:08

The post TriLinc Global Alternative Investment appeared first on Listen

Alternative Investments–Moving Differently from 2015-12-20T10:05:53

The post Alternative Investments – Moving Differently appeared first on Listen

Social Security Strategies Ending from 2015-12-05T10:17:57

The post Social Security Strategies Ending appeared first on Listen

Greenbacker Renewable Energy Investment from 2015-11-11T10:28:59

The post Greenbacker Renewable Energy Investment appeared first on Listen

Generation Investment Management from 2015-10-28T22:47:46

The post Generation Investment Management appeared first on Listen

Kirk Du Plesis, Options Alpha–Option Trader from 2015-10-21T10:15:49

The post Kirk Du Plesis, Options Alpha – Option Trader appeared first on Listen

Stock Trading Strategies–Real or Hype from 2015-10-14T10:48:27

The post Stock Trading Strategies – Real or Hype appeared first on Listen

Four Tips to Repay Student Loans from 2015-10-10T10:33:49

The post Four Tips to Repay Student Loans appeared first on AIO Fin...

How to Socially Responsibly Invest from 2015-09-25T10:31:08

The post How to Socially Responsibly Invest appeared first on Listen

Socially Responsible Investing Guide from 2015-09-20T10:30:35

The post Socially Responsible Investing Guide appeared first on Listen

When Can I Retire? from 2015-09-08T14:20:22

The post When Can I Retire? appeared first on AIO Financial Advisors ...

Twenty Largest Companies in the US by Stock Market Capitalization from 2015-09-08T02:18:04

The post Twenty Largest Companies in the US by Stock Market Capitalization appeared first on Listen

Top 20 Performing Stocks from 2015-09-06T02:17:39

The post Top 20 Performing Stocks appeared first on AIO Financial Advisors Fee...

Ten Mutual funds and ETFs with the Lowest Expense Ratios from 2015-09-04T20:09:22

The post Ten Mutual funds and ETFs with the Lowest Expense Ratios appeared firs...

Taking Money from an IRA without Penalty (72T) from 2015-09-02T10:53:17

The post Taking Money from an IRA without Penalty (72T) appeared first on Listen

Ten Mutual funds and ETFs with the Highest Expense Ratios from 2015-08-30T10:09:24

The post Ten Mutual funds and ETFs with the Highest Expense Ratios appeared first on Listen

Best and Worst Stock Performance by Industry from 2015-08-28T10:33:40

The post Best and Worst Stock Performance by Industry appeared first on Listen

Best and Worst Country’s Stocks from 2015-08-27T19:23:28

The post Best and Worst Country’s Stocks appeared first on Listen

3 Reasons to Roll a 401k into an IRA from 2015-08-26T16:51:44

The post 3 Reasons to Roll a 401k into an IRA appeared first on AIO...

Invest in Increasing Dividend Paying Stocks from 2015-08-19T22:37:50

The post Invest in Increasing Dividend Paying Stocks appeared first on Listen

Socially Responsible Investing from 2015-07-08T10:09:28

The post Socially Responsible Investing appeared first on Listen

How to Pick a Financial Advisor from 2015-07-06T10:28:21

The post How to Pick a Financial Advisor appeared first on Listen

Roth IRA vs Traditional IRA from 2015-06-30T23:19:29

The post Roth IRA vs Traditional IRA appeared first on AIO Financ...

Ten Investment Pitfalls and Ten Tips to Improve Your Financial Situation from 2015-06-16T03:14:42

The post Ten Investment Pitfalls and Ten Tips to Improve Your Finan...

Financial Planning for Same Sex Couples from 2015-05-29T03:45:46

The post Financial Planning for Same Sex Couples appeared first on Listen

Social Security Planning from 2015-04-17T10:58:14

The post Social Security Planning appeared first on AIO Financia...

Initial Public Offering (IPO)–good investment? from 2015-03-27T16:11:30

The post Initial Public Offering (IPO) – good investment? appeared first on Listen

Employing Children and Kiddie Tax from 2015-02-27T11:34:10

The post Employing Children and Kiddie Tax appeared first on Listen

Alternative Investments gold, real estate from 2015-02-13T10:14:14

The post Alternative Investments gold, real estate appeared first on Listen

4% Withdrawal Rule for Retirement Planning from 2015-01-30T08:52:29

The post 4% Withdrawal Rule for Retirement Planning appeared first on Listen

Asset Allocation from 2015-01-16T16:14:23

The post Asset Allocation appeared first on AIO Financial Advisors Fee O...

4 Things to Consider Before Investing from 2015-01-02T00:19:01

The post 4 Things to Consider Before Investing appeared first on AIO Fin...

Market Update from 2014-12-31T18:17:33

The post Market Update appeared first on AIO Financial Advisors Fee Only Fi...

Social Security – Double Dip from 2014-11-19T20:39:42

The post Social Security – Double Dip appeared first on AIO...

Fiduciary Responsibility from 2014-11-19T20:38:13

The post Fiduciary Responsibility appeared first on AIO Financia...

Married Same-Sex Couples Gain Equal Tax Benefits from 2014-11-19T20:37:27

The post Married Same-Sex Couples Gain Equal Tax Benefits appeared first on Listen

Early Retirement Possible from 2014-11-19T20:37:09

The post Early Retirement Possible appeared first on AIO Financ...

How to Reduce your Risk of Fraud from 2014-11-19T20:36:33

The post How to Reduce your Risk of Fraud appeared first on AIO Fina...

15 Easy Ways to Save from 2014-11-19T20:36:08

The post 15 Easy Ways to Save appeared first on AIO Financial Advisors ...