Podcasts by Podcast Archives - AIO Financial - Fee Only Financial Advisors

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

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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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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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

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

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

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

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

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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

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

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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

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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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

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

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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

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

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

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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

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

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

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

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

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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 […]

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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.

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

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

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

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

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

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

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

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

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

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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

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

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

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

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

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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

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

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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

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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 […]

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

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

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

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

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

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

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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

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

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

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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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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