SRI ESG Impact Investing : AIO Fee Only Financial Advisors

SRI ESG Impact Investing : AIO Fee Only Financial Advisors

Latest Episodes

Retirement Planning Tool
April 17, 2024

Introducing the AIO Financial Retirement Planner App: Empower Your Financial Future Welcome to a new era in retirement planning with the AIO Financial Retirement Planner App! At AIO Financial, a fee-only financial advisory firm, we are thrilled to introdu

Shareholder Advocacy 2024
March 25, 2024

Shareholder Advocacy in 2024: Steering Companies Towards a Better FutureIn 2024, advocates have been active, presenting over 527 resolutions that touch on environmental, social, and governance (ESG) issues for the proxy season. This shows a slight decrea

Cash Management Tool
January 01, 2024

Take Charge of Your Finances with Our New Budgeting AppWelcome to the world of simple budgeting! Gone are the days when managing your finances was a complex, tedious task. Our new app, designed for everyone from budgeting rookies to pros, transforms the

Future of Green Energy Investing
September 19, 2023

Investing in green energy involves investing in companies that generate energy from renewable sources. These sources include solar, wind, hydropower, biomass, geothermal, and marine energy.Investing in green energy can support the development of clean an

Calvert Socially Responsible Index Mutual Funds
September 12, 2023

In this episode, I speak with Erica Lasdon (Sustainable Research Department) and Laurie Webster (Investment operations) at Calvert Investments.  Calvert is one of the largest and most active Socially Responsible Investing (SRI) mutual fund companies.

Joe Saul-Sehy on Socially Responsible Investing
September 12, 2023

This episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and discuss it wit

How to Save on Taxes with your own Business
September 12, 2023

Interview with an Enrolled Agent In this podcast/video/blog I speak with Amy Wall, an enrolled agent, which means she is licensed by the IRS to represent taxpayers and she has a degree in economics. S

Taxes Issues with Divorce
September 12, 2023

Finances in Divorce I, unfortunately, am very familiar with this topic. I went through a divorce about 15 years ago. Its a difficult, emotional period for anyone involved with a divorce. Seeour vide

The Personal Finances of a Financial Planner
September 12, 2023

For this blog/podcast/video, Im going to talk about my own personal finances, in hopes that it is helpful for some people. Ill go over how I invest, budget and what my retirement plans are. You ca

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment
September 11, 2023 In this episode, I discuss a new Sustainable Responsible Impact Investment tool calledAffirmativESG. It provides you with a customized portfolio of individual stoc