Asesoría en Finanzas - inversiones, jubilación

Asesoría en Finanzas - inversiones, jubilación

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FinanzasAM es una compañía de asesoría en finanzas personales. Por medio de nuestro blog, videos y podcast compartimos información sin costo. Trabajamos con: Inversiones Impuestos Seguros Testamentos No vendemos ningun producto, ni recibimos comisiones. Somos independientes para no…

William M Holliday


    • Jun 25, 2020 LATEST EPISODE
    • monthly NEW EPISODES
    • 19m AVG DURATION
    • 90 EPISODES


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    Latest episodes from Asesoría en Finanzas - inversiones, jubilación

    Business Finances for Athletes

    Play Episode Listen Later Jun 25, 2020 23:26


    The post Business Finances for Athletes appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Expat Financial Planning living in CDMX Mexico City

    Play Episode Listen Later Jun 8, 2020 21:27


    The post Expat Financial Planning living in CDMX Mexico City appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Fee Only Financial Planners Fiduciaries

    Play Episode Listen Later May 21, 2020 11:16


    The post Fee Only Financial Planners Fiduciaries appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Corona Virus Disaster Loan Assistance

    Play Episode Listen Later Apr 9, 2020 16:41


    The post Corona Virus Disaster Loan Assistance appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    eMoney Financial Planning Program

    Play Episode Listen Later Mar 31, 2020 13:48


    The post eMoney Financial Planning Program appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Financial Planning for Coronavirus Stimulus Package

    Play Episode Listen Later Mar 28, 2020 13:02


    The post Financial Planning for Coronavirus Stimulus Package appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Investing during the Corona Virus Crisis – COVID-19

    Play Episode Listen Later Mar 24, 2020 16:06


    The post Investing during the Corona Virus Crisis – COVID-19 appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    CAPE Investment Strategy

    Play Episode Listen Later Dec 29, 2019 12:05


    The post CAPE Investment Strategy appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    SECURE Act – RMD Changes

    Play Episode Listen Later Dec 25, 2019 12:53


    The post SECURE Act – RMD Changes appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    YourStake.org

    Play Episode Listen Later Dec 21, 2019 7:20


    The post YourStake.org appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Tax Deduction for Charitable Contributions

    Play Episode Listen Later Dec 4, 2019 8:59


    The post Tax Deduction for Charitable Contributions appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    SRI ESG Conference

    Play Episode Listen Later Nov 27, 2019 10:21


    The post SRI ESG Conference appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Operate Your Own Residential Assisted Living Home

    Play Episode Listen Later Sep 11, 2019 27:35


    The post Operate Your Own Residential Assisted Living Home appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Financial Planning Mistakes made by Actors

    Play Episode Listen Later Aug 29, 2019 11:41


    The post Financial Planning Mistakes made by Actors appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor

    Play Episode Listen Later Aug 14, 2019 9:47


    The post AIO Financial’s Wealth Managers: Bill Holliday, CFP and Jason Pfau, Investment Advisor appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Suze Orman, To really save money, do this Review

    Play Episode Listen Later Jul 23, 2019 18:27


    The post Suze Orman, To really save money, do this Review appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    All the financial advice you’ll ever need fits on a single index card

    Play Episode Listen Later Jul 20, 2019 11:53


    The post All the financial advice you’ll ever need fits on a single index card appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Dave Ramsey – The 3 Basic Money Skills You Need To Know Review

    Play Episode Listen Later Jul 15, 2019 6:31


    The post Dave Ramsey – The 3 Basic Money Skills You Need To Know Review appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Top 4 Reasons to Retire In Tucson, Arizona

    Play Episode Listen Later Jul 9, 2019 9:34


    The post Top 4 Reasons to Retire In Tucson, Arizona appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    How to become a millionaire

    Play Episode Listen Later Jun 19, 2019 8:28


    The post How to become a millionaire appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    John Oliver, Last Week Tonight, Retirement Plan

    Play Episode Listen Later Jun 19, 2019 23:03


    The post John Oliver, Last Week Tonight, Retirement Plan appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Never hire a financial advisor without asking this …

    Play Episode Listen Later Jun 4, 2019 11:05


    The post Never hire a financial advisor without asking this … appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    7 Financial Tips for Expats

    Play Episode Listen Later May 2, 2019 23:02


    The post 7 Financial Tips for Expats appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Impact Assets – Donor Advised Fund

    Play Episode Listen Later Jan 23, 2019 22:23


    The post Impact Assets – Donor Advised Fund appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Green Century – ESG Impact Investing

    Play Episode Listen Later Jan 2, 2019 31:42


    The post Green Century – ESG Impact Investing appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Green Alpha Advisors – Garvin Jabusch

    Play Episode Listen Later Dec 19, 2018 33:40


    The post Green Alpha Advisors – Garvin Jabusch appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    JPAL Poverty Action Lab – using Randomized Impact Evaluations

    Play Episode Listen Later Dec 7, 2018 21:40


    The post JPAL Poverty Action Lab – using Randomized Impact Evaluations appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    MoneyGuidePro – Retirement Planning

    Play Episode Listen Later Nov 23, 2018 18:57


    The post MoneyGuidePro – Retirement Planning appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    The Personal Finances of a Financial Planner

    Play Episode Listen Later Nov 22, 2018 32:14


    The post The Personal Finances of a Financial Planner appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Clean USA Power – Solar Real Estate Investing

    Play Episode Listen Later Nov 7, 2018 20:18


    The post Clean USA Power – Solar Real Estate Investing appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Green America – Corporate Engagement

    Play Episode Listen Later Oct 25, 2018 24:49


    The post Green America – Corporate Engagement appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Shareholder Advocacy with First Affirmative

    Play Episode Listen Later Oct 3, 2018 30:33


    The post Shareholder Advocacy with First Affirmative appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Iroquois Valley Farms – Organic Farming

    Play Episode Listen Later Sep 26, 2018 35:35


    The post Iroquois Valley Farms – Organic Farming appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    As You Sow – Shareholder Advocacy

    Play Episode Listen Later Sep 12, 2018 28:03


    The post As You Sow – Shareholder Advocacy appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Socially Responsible 401k

    Play Episode Listen Later Aug 15, 2018 19:11


    The post Socially Responsible 401k appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Alternative Energy Investment Options

    Play Episode Listen Later Aug 1, 2018 14:00


    The post Alternative Energy Investment Options appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Solutions with Sonya

    Play Episode Listen Later Jun 27, 2018 24:09


    The post Solutions with Sonya appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Corporate Accountability

    Play Episode Listen Later May 5, 2018 30:44


    The post Corporate Accountability appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Invest Like You Give a Damn

    Play Episode Listen Later Apr 6, 2018 28:08


    The post Invest Like You Give a Damn appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Expat Tax Issues

    Play Episode Listen Later Mar 22, 2018 20:52


    Foreign Earned Income Exclusion You are going to be required to file US expat taxes no matter which country you live in. It is important to understand how your US tax return will be affected by your move to Mexico, and what US taxes you will be required to pay. On top of your obligation to […] The post Expat Tax Issues appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Shareholder Advocacy Report

    Play Episode Listen Later Mar 1, 2018 10:03


    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 Shareholder Advocacy Report appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Sustainable, Responsible, Impact Investing Conference

    Play Episode Listen Later Feb 7, 2018 16:11


    The post Sustainable, Responsible, Impact Investing Conference appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    7 Best Financial Apps

    Play Episode Listen Later Jan 6, 2018 8:01


    The post 7 Best Financial Apps appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    9 Financial Tasks for the End of the Year

    Play Episode Listen Later Dec 20, 2017 11:54


    The post 9 Financial Tasks for the End of the Year appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Taxes Issues with Divorce

    Play Episode Listen Later Dec 5, 2017 19:11


    The post Taxes Issues with Divorce appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Money in Banks is not Safe

    Play Episode Listen Later Nov 20, 2017 7:26


    The post Money in Banks is not Safe appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Investing to Address Climate Change

    Play Episode Listen Later Oct 25, 2017 21:05


    The post Investing to Address Climate Change appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Investing in Bitcoin

    Play Episode Listen Later Sep 26, 2017 14:37


    The post Investing in Bitcoin appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    How to Save on Taxes with your own Business

    Play Episode Listen Later Sep 11, 2017 28:14


    The post How to Save on Taxes with your own Business appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Socially Responsible Investment Performance vs Traditional Investments

    Play Episode Listen Later May 3, 2017 7:55


    The post Socially Responsible Investment Performance vs Traditional Investments appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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    Is Climate Change Man-made? What can we do?

    Play Episode Listen Later Feb 26, 2017 33:38


    The post Is Climate Change Man-made? What can we do? appeared first on Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US.

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