SRI ESG Impact Investing : AIO Fee Only Financial Advisors

SRI ESG Impact Investing : AIO Fee Only Financial Advisors


Latest Episodes

Responsible Credit Cards
June 05, 2023

Why Switch to a Responsible Credit Card When you open a credit card, your fees go to the issuing bank. This includes: fees merchants pay for each purchase, interest on your balance, annual fees, balan

TriLinc Global Alternative Investment
May 12, 2023

TriLinc Global is an impact fund whose mission is to demonstrate the role that the capital markets can play in helping solve some of the worlds pressing economic, social and environmental challenges.

Jon Bishop – Envest Microcredit
April 11, 2023

In this episode, we interview Jon Bishop of Envest Microcredit. This podcast is for informational use only. This is not an appropriate investment for everyone. As with any investment, please read the

How to Socially Responsibly Invest
April 07, 2023

In this podcast I will answer the question:How do I participate in Socially Responsible Investing and invest in-line with my values? Our podcast can be found below. You can also see our videoVideo

Plant-based & Climate Vegan ETF EATV
April 05, 2023

In this episode, I have an interview with Elysabeth Alfano the CEO/CMO of VegTech Invest and the Founder of Plant Powered Consulting. They have an exchange traded fund (ETF). The VegTech Plant-bas

Alternative Energy Investment Options
March 07, 2023

This podcast andvideois for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prosp

SRI ESG Conference
February 08, 2023

I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Cli

Shareholder Advocacy at Risk
February 07, 2023

AIO Financial (https://aiofinancial.com) is an active participant in shareholder advocacy on behalf of our clients. Shareholder advocacy provides a way for company owners (shareholders) to make real

Retired and Volunteering on the Mexican Border
January 12, 2023

Background Where are you from? I am originally from a little town in Minnesota St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew

Tax Deduction for Charitable Contributions
January 11, 2023

When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is

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