SRI ESG Impact Investing : AIO Fee Only Financial Advisors
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Latest Episodes
Responsible Credit Cards
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
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
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
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
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
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
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
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
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
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