AIO Financial – Fee Only Financial Advisors

Retirement Planning Tool

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 introduce a groundbreaking...

Shareholder Advocacy 2024

Shareholder Advocacy in 2024: Steering Companies Towards a Better Future In 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 decrease from the 536...

Cash Management Tool

Take Charge of Your Finances with Our New Budgeting App Welcome 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,...

Future of Green Energy Investing

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 and sustainable energy solutions. It can...

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 world’s pressing economic, social and environmental challenges. By creating institutional-quality impact funds that attract private...

Morningstar Sustainability Rating for Funds

Morningstar has a new Sustainability Rating to measure how well the companies held by a fund are managing their Environmental, Social, Goveranance (ESG) risks and opportunities when compared with similar funds. They use company ESG data from Sustainalytics, a leading...

Calvert Socially Responsible Index Mutual Funds

Exploring Responsible Investing with Calvert Investments A Dive into Sustainable Investing and Index Funds Episode 25 of Ask a Fee Only Financial Planner Podcast Introduction Welcome to the Ask a Fee Only Financial Planner podcast, episode number 25, brought to you by AIO...

David Miller, Iroquois Valley Farms

In this episode, we interview David Miller, the founder and CEO of Iroquios Valley Farms.  They allow investors the opportunity to invest in local and organic farms.  These are long term investment commitments (7-10 years).  The minimum investment is about...

Eric Rosenberg – Personal Profitability

In this episode, we interview Eric Rosenberg of Personal Profitability about selecting stocks. 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 with...

Joe Saul-Sehy on Socially Responsible Investing

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...

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

https://youtu.be/8kPxPDGKXB4 In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG. It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria. Curated portfolios of individual equities and fixed income securities that specifically...

Lynn Patterson, ProMujer

In this episode, we interview Lynne Patterson of ProMujer.  ProMujer is a women’s development organization, serving more than a quarter of a million poor women in Latin America. They provide financial services, life-saving preventative healthcare, education and business training. This podcast...

As You Sow – Shareholder Advocacy

I’m excited to have my interview podcast and video with Andy Behar, the As You Sow CEO, who has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media...

YourStake.org

https://youtu.be/r5EqrXeBBp0 At the 2019 Sustainable, Responsible, Impact investing conference, I was introduced to YourStake and we are trying it this year. There are two components of YourStake: portfolio impact reporting and a petition platform. PORTFOLIO IMPACT REPORTING One is portfolio impact reports for financial...

Green Century – ESG Impact Investing

https://youtu.be/xJqpD8ij1HI Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Fernandez, a shareholder advocate at Green Century mutual funds. See our video here. Jared Fernandez spent his professional life working to better our national food...

Green America – Corporate Engagement

Green America Growing the Green Economy for People and Planet This blog / podcast / video are an interview with Todd Larsen, the Executive Co-Director of Green America. See our video here. As Executive Co-Director, Todd is responsible for planning, direction, and oversight for...

Iroquois Valley Farms – Organic Farming

Iroquois Valley Farmland REIT – Organic Farm Investment In this podcast and video (see video here), I interview Alex Mackay the Director of Business Development and Investor Relations at Iroquois Valley Farm. Alex sees food as the perfect conduit for making lasting...

Leslie Samuelrich, Green Century Mutual Funds

In this episode, I speak with Leslie Samuelrich of Green Century Capital Management. Green Century Capital Management (Green Century) is the administrator of the Green Century Funds, a family of environmentally responsible mutual funds. Green Century Mutual Funds and the Power...

Ethos Investment Impact Evaluation

The Future of Impact Investing with Ethos: A Podcast Interview Luke Wilcox, Founder, and CEO of Ethos A Comprehensive Look at Ethos and Its Impact Introduction In this episode, we have an exclusive interview with Luke Wilcox, the founder and CEO of Ethos, the...

Corporate Accountability

Exploring Corporate Accountability with Hannah Friedberg Introduction to Corporate Accountability In this episode, we delve into the work of Corporate Accountability, a nonprofit organization addressing critical issues such as clean water, climate change, and food systems. Discover how they mobilize people for...

PETA Shareholder Advocacy

https://youtu.be/hoKAOO3wSQo

Shareholder Advocacy Update

https://youtu.be/H6Z1SJynAxE AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI).  The following is an introduction to SRI. Shareholder advocacy is when shareholders use their position as owners to influence a company’s behavior. This is done by engaging...

Bear Markets

Impact Investing (SRI)

Assisted Living in Mexico

Retirement Software

4% Rule

50-20-30 Budgeting Rule

Carbon Collective interview

Home call center interview

Costs in fees

Emergency Fund

The post Emergency Fund appeared first on AIO Financial Advisors Fee Only Fiduciary.

Ukraine – Russia Impact on your investments

The post Ukraine – Russia Impact on your investments appeared first on AIO Financial Advisors Fee Only Fiduciary.

Cost in hours of purchase

The post Cost in hours of purchase appeared first on AIO Financial Advisors Fee Only Fiduciary.

Spend less & Invest the rest

The post Spend less & Invest the rest appeared first on AIO Financial Advisors Fee Only Fiduciary.

Why Invest?

Start Investing Now

The post Start Investing Now appeared first on AIO Financial Advisors Fee Only Fiduciary.

Plant-based & Climate Vegan ETF EATV

Responsible Credit Cards

The post Responsible Credit Cards appeared first on AIO Financial Advisors Fee Only Fiduciary.

Financial Advisors Kataya & Val

The post Financial Advisors Kataya & Val appeared first on AIO Financial Advisors Fee Only Fiduciary.

Sustainable Responsible Impact Investing

Ethos Investment Impact Evaluation

The post Ethos Investment Impact Evaluation appeared first on AIO Financial Advisors Fee Only Fiduciary.

Centre for Effective Altruism – Supporting Effective Charities

The post Centre for Effective Altruism – Supporting Effective Charities appeared first on AIO Financial Advisors Fee Only Fiduciary.

YourStake Investment Impact Reporting

The post YourStake Investment Impact Reporting appeared first on AIO Financial Advisors Fee Only Fiduciary.

Financial Rules of Thumb

Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

US SIF Sustainable Investing Trends Report

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

One Tree Planted – Effective Altruism

The Coalition for Rainforest Nations – Effectively fighting Climate Change

The post The Coalition for Rainforest Nations – Effectively fighting Climate Change appeared first on AIO Financial Advisors Fee Only Fiduciary.