SRI ESG Impact Investing : AIO Fee Only Financial Advisors

SRI ESG Impact Investing : AIO Fee Only Financial Advisors


Latest Episodes

Lynn Patterson, ProMujer
September 11, 2023

In this episode, we interview Lynne Patterson of ProMujer. ProMujer is a womens development organization, serving more than a quarter of a million poor women in Latin America. They provide financial

Employing Children and Kiddie Tax
September 11, 2023

In this podcast I will answer the question: What are the benefits of employing a child?  And what are the limitations? EMPLOYING KID Employing a child can be effective way to shelter income from taxes

The Cost of Raising Kids
September 11, 2023

The Cost of Raising Kids – what to expect The amount you spend will vary based on several factors including: It will also very based on each child: There is a lot of variation from child to child, thi

Never hire a financial advisor without asking this …
September 11, 2023

In this episode we’re going to talk about hiring a financial advisor and one questionYou should never hire a financial advisor without asking firstThis is the only one aio financialSeries with Bill an

Investing in Bitcoin
September 11, 2023

I recently saw the Netflix documentary Banking on Bitcoin. It is filled with interviews from experts and people involved in the Bitcoin beginnings and growth. It also discusses its future and technolo

Financial Planning for Same Sex Couples
September 11, 2023

In this podcast I will answer the question: How does financial planning for same sex couples differ from financial planning for traditional couples? Since Supreme Court struck down the Defense of Marr

Invest Like You Give a Damn
September 11, 2023

This podcast and video is an interview with Marc de Sousa Shields. Like myself, Marc is an advocate for getting more people involved in Sustainable Responsible Impact investing. He is a co-founder of

Taking Money from an IRA without Penalty (72T)
September 11, 2023

In this podcast I will answer the question: How can I get money out of my IRA before age 59.5 without a 10% penalty? I would like to start by briefly reviewing the rules of an Individual Retirement Ac

As You Sow – Shareholder Advocacy
September 10, 2023

Im excited to have my interview podcast andvideowith Andy Behar,theAs You SowCEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life s

YourStake.org
September 08, 2023

https://youtu.be/-savnmI8-pY In this episode, Bill interviewsGabe Rissmanfrom your YourStake. Gabe is the president of YourStake. Gabes background in data science comes from studying computa

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