Podcast | AIO Financial Advisors Fee Only Fiduciary

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AIO Financial podcast addresses comprehensive financial planning issues, including: investing, retirement planning, taxes, insurance, and estate planning. We explore a financial issue each episode to improve your financial situation. Special areas we address include: expat financial planning for Americans living abroad; Sustainable, Responsible, Impact Investing; and financial advice for athletes, musicians and actors. https://aiofinancial.com/

Bill Holliday

Tucson, Las Vegas, Los Angeles, Boulder, Seattle


    • May 2, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 21m AVG DURATION
    • 131 EPISODES


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    Latest episodes from Podcast | AIO Financial Advisors Fee Only Fiduciary

    Smart Gifting Strategies

    Play Episode Listen Later May 2, 2025 12:03


    The post Smart Gifting Strategies appeared first on AIO Financial - Fee Only Financial Advisors.

    Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback

    Play Episode Listen Later Apr 17, 2025 10:23


    The post Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback appeared first on AIO Financial - Fee Only Financial Advisors.

    Estate Planning Made Simple: Protect Your Legacy

    Play Episode Listen Later Mar 2, 2025 7:39


    The post Estate Planning Made Simple: Protect Your Legacy appeared first on AIO Financial - Fee Only Financial Advisors.

    The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices

    Play Episode Listen Later Nov 12, 2024 25:09


    The post The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices appeared first on AIO Financial - Fee Only Financial Advisors.

    Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success

    Play Episode Listen Later Nov 4, 2024 17:11


    Interview with Yasmin Bilger on Engine No. 1 ETFs and sustainable investing. The post Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success appeared first on AIO Financial - Fee Only Financial Advisors.

    Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach

    Play Episode Listen Later Sep 30, 2024 22:35


    The post Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach appeared first on AIO Financial - Fee Only Financial Advisors.

    Financial Planning for High Net Worth Individuals

    Play Episode Listen Later Sep 21, 2024 10:18


    The post Financial Planning for High Net Worth Individuals appeared first on AIO Financial - Fee Only Financial Advisors.

    Transforming Companies with Engine No. 1 ETFs

    Play Episode Listen Later Jun 27, 2024 22:52


    Interview with Yasmin Bilger on Engine No. 1 ETFs and sustainable investing. The post Transforming Companies with Engine No. 1 ETFs appeared first on AIO Financial - Fee Only Financial Advisors.

    Inheritance: IRA Rules and Tax Implications

    Play Episode Listen Later Jun 7, 2024


    A detailed guide on understanding inheritance for effective financial planning. The post Inheritance: IRA Rules and Tax Implications appeared first on AIO Financial - Fee Only Financial Advisors.

    Retirement Planning Tool

    Play Episode Listen Later Apr 17, 2024 8:00


    The post Retirement Planning Tool appeared first on AIO Financial - Fee Only Financial Advisors.

    Shareholder Advocacy 2024

    Play Episode Listen Later Mar 25, 2024 7:28


    The post Shareholder Advocacy 2024 appeared first on AIO Financial - Fee Only Financial Advisors.

    shareholder advocacy
    Cash Management Tool

    Play Episode Listen Later Jan 1, 2024 30:22


    The post Cash Management Tool appeared first on AIO Financial - Fee Only Financial Advisors.

    Future of Green Energy Investing

    Play Episode Listen Later Sep 19, 2023 29:07


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

    AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

    Play Episode Listen Later Sep 11, 2023 24:55


    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 Environmental, Social, Governance (ESG) criteria. Curated portfolios of individual equities and fixed income securities that specifically reflect your individual client's values, ethical preferences, and financial objectives. Powered by First […] The post AffirmativESG – Customized Sustainable Responsible Impact Investing Investment appeared first on AIO Financial - Fee Only Financial Advisors.

    As You Sow – Shareholder Advocacy

    Play Episode Listen Later Sep 10, 2023 28:03


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

    shareholder advocacy
    YourStake.org

    Play Episode Listen Later Sep 8, 2023 28:09


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

    Green America – Corporate Engagement

    Play Episode Listen Later Sep 8, 2023 24:49


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

    Iroquois Valley Farms – Organic Farming

    Play Episode Listen Later Sep 8, 2023 35:35


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

    organic farming iroquois valley farms
    Leslie Samuelrich, Green Century Mutual Funds

    Play Episode Listen Later Sep 8, 2023 24:23


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

    Ethos Investment Impact Evaluation

    Play Episode Listen Later Sep 7, 2023 29:49


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

    Corporate Accountability

    Play Episode Listen Later Sep 7, 2023 30:44


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

    Retirement Software

    Play Episode Listen Later Jun 27, 2022 16:59


    The post Retirement Software appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Why Invest?

    Play Episode Listen Later Mar 12, 2022 34:24


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

    Start Investing Now

    Play Episode Listen Later Mar 11, 2022 31:16


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

    Plant-based & Climate Vegan ETF EATV

    Play Episode Listen Later Feb 26, 2022 25:34


    The post Plant-based & Climate Vegan ETF EATV appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Responsible Credit Cards

    Play Episode Listen Later Dec 20, 2021 10:41


    The post Responsible Credit Cards appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Financial Advisors Kataya & Val

    Play Episode Listen Later Dec 20, 2021 14:55


    The post Financial Advisors Kataya & Val appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Sustainable Responsible Impact Investing

    Play Episode Listen Later Aug 16, 2021 15:04


    The post Sustainable Responsible Impact Investing appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Ethos Investment Impact Evaluation

    Play Episode Listen Later Apr 7, 2021 29:49


    The post Ethos Investment Impact Evaluation appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Centre for Effective Altruism – Supporting Effective Charities

    Play Episode Listen Later Mar 25, 2021 35:05


    The post Centre for Effective Altruism – Supporting Effective Charities appeared first on AIO Financial Advisors Fee Only Fiduciary.

    YourStake Investment Impact Reporting

    Play Episode Listen Later Mar 12, 2021 28:09


    The post YourStake Investment Impact Reporting appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Financial Rules of Thumb

    Play Episode Listen Later Feb 24, 2021 9:22


    The post Financial Rules of Thumb appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

    Play Episode Listen Later Feb 19, 2021 34:33


    The post Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC appeared first on AIO Financial Advisors Fee Only Fiduciary.

    US SIF Sustainable Investing Trends Report

    Play Episode Listen Later Dec 23, 2020 28:52


    The post US SIF Sustainable Investing Trends Report appeared first on AIO Financial Advisors Fee Only Fiduciary.

    AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

    Play Episode Listen Later Dec 3, 2020 24:55


    The post AffirmativESG – Customized Sustainable Responsible Impact Investing Investment appeared first on AIO Financial Advisors Fee Only Fiduciary.

    One Tree Planted – Effective Altruism

    Play Episode Listen Later Nov 11, 2020 25:06


    The post One Tree Planted – Effective Altruism appeared first on AIO Financial Advisors Fee Only Fiduciary.

    The Coalition for Rainforest Nations – Effectively fighting Climate Change

    Play Episode Listen Later Oct 21, 2020 32:03


    The post The Coalition for Rainforest Nations – Effectively fighting Climate Change appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Giving Green – Recommendations to Effectively Fight Climate Change

    Play Episode Listen Later Oct 7, 2020 23:44


    The post Giving Green – Recommendations to Effectively Fight Climate Change appeared first on AIO Financial Advisors Fee Only Fiduciary.

    New Fee Only Certified Financial Planner at AIO

    Play Episode Listen Later Sep 23, 2020 24:00


    The post New Fee Only Certified Financial Planner at AIO appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Effective Altruism with Charlie Bresler of The Life You Can Save

    Play Episode Listen Later Sep 9, 2020 24:29


    The post Effective Altruism with Charlie Bresler of The Life You Can Save appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Unitarian Universalist Common Endowment Fund – Impact Investing

    Play Episode Listen Later Aug 26, 2020 34:56


    The post Unitarian Universalist Common Endowment Fund – Impact Investing appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Expat Living in Germany

    Play Episode Listen Later Aug 13, 2020 46:29


    The post Expat Living in Germany appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Retired and Volunteering on the Mexican Border

    Play Episode Listen Later Jul 29, 2020 32:17


    The post Retired and Volunteering on the Mexican Border appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Living in Mazatlán Mexico – Expat Financial Planning

    Play Episode Listen Later Jul 16, 2020 31:33


    The post Living in Mazatlán Mexico – Expat Financial Planning appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Business Finances for Athletes

    Play Episode Listen Later Jun 25, 2020 23:26


    The post Business Finances for Athletes appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Living in CDMX Mexico City – Expat Financial Planning

    Play Episode Listen Later Jun 8, 2020 21:27


    The post Living in CDMX Mexico City – Expat Financial Planning appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Fee Only Financial Planners Fiduciaries

    Play Episode Listen Later May 21, 2020 11:16


    The post Fee Only Financial Planners Fiduciaries appeared first on AIO Financial Advisors Fee Only Fiduciary.

    Corona Virus Disaster Loan Assistance

    Play Episode Listen Later Apr 9, 2020 16:41


    The post Corona Virus Disaster Loan Assistance appeared first on AIO Financial Advisors Fee Only Fiduciary.

    eMoney Financial Planning Program

    Play Episode Listen Later Mar 31, 2020 13:48


    The post eMoney Financial Planning Program appeared first on AIO Financial Advisors Fee Only Fiduciary.

    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 AIO Financial Advisors Fee Only Fiduciary.

    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 AIO Financial Advisors Fee Only Fiduciary.

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