Invest for a Sustainable Future
…
continue reading
Bill Holliday, CFP Podcasts
Invest for a Sustainable Future
…
continue reading
1
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Bill Holliday, CFP
99
8
Values Investors Podcast focuses on providing information about Socially Responsible Investing (SRI) and ESG (Environmental, Social, Governance) Investments. SRI and ESG investing is an investment strategy seeking to maximize both financial return and social good. The SRIESG podcast was created to help make SRI easy for socially conscious investors who are concerned about how they invest and want to make change in our society through their investments.
…
continue reading
Why Americans are Moving to Mexico In recent years, there’s been a notable surge in Americans purchasing real estate in Mexico. This trend driving Americans to move to Mexico This trend is driven by various factors, including Mexico’s appealing climate, diverse culture, and relatively lower cost of living. We will present why Americans are increasi…
…
continue reading
Why Americans are Moving to Mexico In recent years, there’s been a notable surge in Americans purchasing real estate in Mexico. This trend driving Americans to move to Mexico This trend is driven by various factors, including Mexico’s appealing climate, diverse culture, and relatively lower cost of living. We will present why Americans are increasi…
…
continue reading
Why Americans are Moving to Mexico In recent years, there’s been a notable surge in Americans purchasing real estate in Mexico. This trend driving Americans to move to Mexico This trend is driven by various factors, including Mexico’s appealing climate, diverse culture, and relatively lower cost of living. We will present why Americans are increasi…
…
continue reading
1
Why Expats Should Keep Their Investments in the US
9:20
9:20
Play later
Play later
Lists
Like
Liked
9:20
Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
…
continue reading
1
Why Expats Should Keep Their Investments in the US
9:20
9:20
Play later
Play later
Lists
Like
Liked
9:20
Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
…
continue reading
1
Why Expats Should Keep Their Investments in the US
9:20
9:20
Play later
Play later
Lists
Like
Liked
9:20
Protect Your Wealth While Living Abroad ✅ Lower Costs | ✅ Better Investments | ✅ Easier Taxes 💡 Learn why keeping your U.S. accounts (and address!) is the smartest move for expats. 🌍 Why Americans Living in Mexico, Spain, France, or Italy Should Keep Their Investments in the US — and Keep a U.S. Address 📅 Book a Free Consultation Living abroad come…
…
continue reading
Smart Gifting Strategies: How to Maximize Your Tax Deduction While Supporting Causes You Love At AIO Financial, many of our clients want to do more than just grow their wealth—they want to give back. Whether you’re already supporting charitable causes or considering a donation this year, there are smart, strategic ways to give that can increase you…
…
continue reading
Smart Gifting Strategies: How to Maximize Your Tax Deduction While Supporting Causes You Love At AIO Financial, many of our clients want to do more than just grow their wealth—they want to give back. Whether you’re already supporting charitable causes or considering a donation this year, there are smart, strategic ways to give that can increase you…
…
continue reading
Smart Gifting Strategies: How to Maximize Your Tax Deduction While Supporting Causes You Love At AIO Financial, many of our clients want to do more than just grow their wealth—they want to give back. Whether you’re already supporting charitable causes or considering a donation this year, there are smart, strategic ways to give that can increase you…
…
continue reading
1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
10:23
10:23
Play later
Play later
Lists
Like
Liked
10:23
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback At AIO Financial, we specialize in helping our clients align their investments with their values through socially responsible investing (SRI). We believe in the power of the individual investor—and there’s no better example of that power than proxy season, when shareho…
…
continue reading
1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
10:23
10:23
Play later
Play later
Lists
Like
Liked
10:23
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback At AIO Financial, we specialize in helping our clients align their investments with their values through socially responsible investing (SRI). We believe in the power of the individual investor—and there’s no better example of that power than proxy season, when shareho…
…
continue reading
1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
10:23
10:23
Play later
Play later
Lists
Like
Liked
10:23
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback At AIO Financial, we specialize in helping our clients align their investments with their values through socially responsible investing (SRI). We believe in the power of the individual investor—and there’s no better example of that power than proxy season, when shareho…
…
continue reading
1
Estate Planning Made Simple: Protect Your Legacy
7:39
7:39
Play later
Play later
Lists
Like
Liked
7:39
The Importance of Estate Planning: Protect Your Legacy with AIO Financial Estate planning is one of the most crucial yet often overlooked aspects of financial management. Without an updated estate plan, your assets and wealth may not be distributed according to your wishes, potentially leading to unnecessary legal complications, family disputes, an…
…
continue reading
1
Estate Planning Made Simple: Protect Your Legacy
7:39
7:39
Play later
Play later
Lists
Like
Liked
7:39
The Importance of Estate Planning: Protect Your Legacy with AIO Financial Estate planning is one of the most crucial yet often overlooked aspects of financial management. Without an updated estate plan, your assets and wealth may not be distributed according to your wishes, potentially leading to unnecessary legal complications, family disputes, an…
…
continue reading
1
Estate Planning Made Simple: Protect Your Legacy
7:39
7:39
Play later
Play later
Lists
Like
Liked
7:39
The Importance of Estate Planning: Protect Your Legacy with AIO Financial Estate planning is one of the most crucial yet often overlooked aspects of financial management. Without an updated estate plan, your assets and wealth may not be distributed according to your wishes, potentially leading to unnecessary legal complications, family disputes, an…
…
continue reading
1
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
25:09
25:09
Play later
Play later
Lists
Like
Liked
25:09
Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. From shifting policies to economic reforms, the effects ripple across sectors, altering interest rates, currency values, and overall investor sentiment. While short-term uncertainties can disrupt the market, long-term strategies…
…
continue reading
1
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
25:09
25:09
Play later
Play later
Lists
Like
Liked
25:09
Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. From shifting policies to economic reforms, the effects ripple across sectors, altering interest rates, currency values, and overall investor sentiment. While short-term uncertainties can disrupt the market, long-term strategies…
…
continue reading
1
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
25:09
25:09
Play later
Play later
Lists
Like
Liked
25:09
Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. From shifting policies to economic reforms, the effects ripple across sectors, altering interest rates, currency values, and overall investor sentiment. While short-term uncertainties can disrupt the market, long-term strategies…
…
continue reading
1
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
17:11
17:11
Play later
Play later
Lists
Like
Liked
17:11
Pioneering a Balanced Life Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success Tucson, Arizona, emerges as a premier choice for individuals aiming for a harmonious blend of financial stability and enriching lifestyle. Schedule a free meeting Known for its affordability, cultural vibrancy, and scenic beauty, Tucson not only acc…
…
continue reading
1
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
17:11
17:11
Play later
Play later
Lists
Like
Liked
17:11
Pioneering a Balanced Life Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success Tucson, Arizona, emerges as a premier choice for individuals aiming for a harmonious blend of financial stability and enriching lifestyle. Schedule a free meeting Known for its affordability, cultural vibrancy, and scenic beauty, Tucson not only acc…
…
continue reading
1
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
17:11
17:11
Play later
Play later
Lists
Like
Liked
17:11
Pioneering a Balanced Life Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success Tucson, Arizona, emerges as a premier choice for individuals aiming for a harmonious blend of financial stability and enriching lifestyle. Schedule a free meeting Known for its affordability, cultural vibrancy, and scenic beauty, Tucson not only acc…
…
continue reading
1
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
22:35
22:35
Play later
Play later
Lists
Like
Liked
22:35
Navigating the Complexities of Caring for Elderly Parents A Balanced Approach Caring for elderly parents is both emotional and challenging, requiring careful planning, financial management, and tough decisions. My experience caring for my mother has shown me that with preparation and resilience, you can balance their needs with your own. Schedule a…
…
continue reading
1
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
22:35
22:35
Play later
Play later
Lists
Like
Liked
22:35
Navigating the Complexities of Caring for Elderly Parents A Balanced Approach Caring for elderly parents is both emotional and challenging, requiring careful planning, financial management, and tough decisions. My experience caring for my mother has shown me that with preparation and resilience, you can balance their needs with your own. Schedule a…
…
continue reading
1
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
22:35
22:35
Play later
Play later
Lists
Like
Liked
22:35
Navigating the Complexities of Caring for Elderly Parents A Balanced Approach Caring for elderly parents is both emotional and challenging, requiring careful planning, financial management, and tough decisions. My experience caring for my mother has shown me that with preparation and resilience, you can balance their needs with your own. Schedule a…
…
continue reading
