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Bill Holliday
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Podcast Archives - AIO Financial - Fee Only Financial Advisors
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
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 shareholders come together to hold corporations accountable. The 2025 Proxy Preview Report, developed by As You Sow, Proxy Impact, and Empower Venture Partners, underscores how shareholder advocacy remains one of the most powerful tools we have to influence corporate behavior—even in the fa...
2025-04-17
10 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
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 shareholders come together to hold corporations accountable. The 2025 Proxy Preview Report, developed by As You Sow, Proxy Impact, and Empower Venture Partners, underscores how shareholder advocacy remains one of the most powerful tools we have to influence corporate behavior—even in the fa...
2025-04-17
10 min
AIO Financial – Fee Only Financial Advisors
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
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 shareholders come together to hold corporations accountable. The 2025 Proxy Preview Report, developed by As You Sow, Proxy Impact, and Empower Venture Partners, underscores how shareholder advocacy remains one of the most powerful tools we have to influence corporate behavior—even in the fa...
2025-04-17
10 min
AIO Financial – Fee Only Financial Advisors
Estate Planning Made Simple: Protect Your Legacy
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, and even increased taxes. At AIO Financial, we recognize the importance of proactive estate planning and are committed to making the process easier for our clients. As a fee-only financial planning firm, we offer free estate planning documents through our partnership with Estately to ensure your financial...
2025-03-02
07 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Estate Planning Made Simple: Protect Your Legacy
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, and even increased taxes. At AIO Financial, we recognize the importance of proactive estate planning and are committed to making the process easier for our clients. As a fee-only financial planning firm, we offer free estate planning documents through our partnership with Estately to ensure your financial...
2025-03-02
07 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Estate Planning Made Simple: Protect Your Legacy
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, and even increased taxes. At AIO Financial, we recognize the importance of proactive estate planning and are committed to making the process easier for our clients. As a fee-only financial planning firm, we offer free estate planning documents through our partnership with Estately to ensure your financial...
2025-03-02
07 min
AIO Financial – Fee Only Financial Advisors
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
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 like diversification and sector-specific investments remain reliable approaches to weather the storm. Schedule a free meeting This comprehensive guide explores how elections shape the stock market, sectors poised to benefit or struggle, and how Socially Responsible Investing (SRI) provides an ethical and profitable investment pathway. ...
2024-11-12
25 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
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 like diversification and sector-specific investments remain reliable approaches to weather the storm. Schedule a free meeting This comprehensive guide explores how elections shape the stock market, sectors poised to benefit or struggle, and how Socially Responsible Investing (SRI) provides an ethical and profitable investment pathway. ...
2024-11-12
25 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices
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 like diversification and sector-specific investments remain reliable approaches to weather the storm. Schedule a free meeting This comprehensive guide explores how elections shape the stock market, sectors poised to benefit or struggle, and how Socially Responsible Investing (SRI) provides an ethical and profitable investment pathway. ...
2024-11-12
25 min
AIO Financial – Fee Only Financial Advisors
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
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 accommodates but enhances the quality of life. Here’s how settling in Tucson can lead to a financially wise and fulfilling existence, especially beneficial when partnered with a fee-only comprehensive financial planning firm. Why Tucson is Ideal
2024-11-04
17 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
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 accommodates but enhances the quality of life. Here’s how settling in Tucson can lead to a financially wise and fulfilling existence, especially beneficial when partnered with a fee-only comprehensive financial planning firm. Why Tucson is Ideal
2024-11-04
17 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success
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 accommodates but enhances the quality of life. Here’s how settling in Tucson can lead to a financially wise and fulfilling existence, especially beneficial when partnered with a fee-only comprehensive financial planning firm. Why Tucson is Ideal
2024-11-04
17 min
Rock Splitting Politics - Doc Holliday
Interview with Political Insiders Daphne Barak and Bill Gunasti
Listen to this week’s show with the personal friends of Donald J. Trump, RFK, Jr., and Kamala Harris. Daphne Barak and Bill Gunasti know these individuals involved in this crazy, crazy 2024 presidential election race as personal friends. You will hear it right here on Doc Holliday’s Rock Splitting Politics as this exclusive interview provides insights that you will not get anywhere else on this presidential election just one week away. And do you know who Mary Adelson is? Well, Daphne tells us how Mary Adelson first got introduced to the candidate that she recently plowed $100 million into the c...
2024-10-29
41 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
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 free meeting Caring for Elderly Parents Taking care of elderly parents is no small feat. It’s a responsibility that demands not only emotional strength but also substantial financial and logistical planning. Over time, the needs of ag...
2024-09-30
22 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
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 free meeting Caring for Elderly Parents Taking care of elderly parents is no small feat. It’s a responsibility that demands not only emotional strength but also substantial financial and logistical planning. Over time, the ne
2024-09-30
22 min
AIO Financial – Fee Only Financial Advisors
Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach
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 free meeting Caring for Elderly Parents Taking care of elderly parents is no small feat. It’s a responsibility that demands not only emotional strength but also substantial financial and logistical planning. Over time, the ne
2024-09-30
22 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Financial Planning for High Net Worth Individuals
Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning. Financial planners specializing in this niche must address these complexities to ensure wealth is not only preserved but also continues to grow across generations. By utilizing strategies that span investment diversification, risk management, and charitable giving, financial planners play a pivotal role in securing the financial future of...
2024-09-22
10 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Financial Planning for High Net Worth Individuals
Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning. Financial planners specializing in this niche must address these complexities to ensure wealth is not only preserved but also continues to grow across generations. By utilizing strategies that span investment diversification, risk management, and charitable giving, financial planners play a pivotal role in securing the financial future of...
2024-09-22
10 min
AIO Financial – Fee Only Financial Advisors
Financial Planning for High Net Worth Individuals
Empowering Your Financial Future Financial Planners for High Net Worth Individuals High-net-worth individuals (HNWIs) require more complex and tailored financial strategies to manage their wealth effectively. With investable assets of $1 million or more, HNWIs often face unique financial challenges, from tax minimization to complex estate planning. Financial planners specializing in this niche must address these complexities to ensure wealth is not only preserved but also continues to grow across generations. By utilizing strategies that span investment diversification, risk management, and charitable giving, financial planners play a pivotal role in securing the financial future of...
2024-09-22
10 min
Three Wise Men (A WOSN Podcast)
Week 4: Bill Lawrence, Chasing a 2nd TCAL Championship | Three Wise Men
Nate, Danny, and Myles are joined by Lima Senior Head Football Coach Bill Lawrence to talk about Lima Senior's early season success.
2024-09-12
1h 12
AIO Financial – Fee Only Financial Advisors
Transforming Companies with Engine No. 1 ETFs
Driving Sustainable Change Transforming Investment Strategies for a Greener Future At Engine No. 1, we believe in the power of active ownership to drive meaningful change. Our investment strategies are designed to improve governance, optimize capital allocation, and foster long-term sustainability. Learn More Strategic Engagements Our Approach to Governance Engine No. 1’s approach to engagements is highly strategic and focused. We aim to enhance governance structures, optimize capital allocation, and encourage companies to develop long-term strategies that support a lower carbon footprint. This method sets us apart from traditional divestment st...
2024-06-28
22 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Transforming Companies with Engine No. 1 ETFs
Driving Sustainable Change Transforming Investment Strategies for a Greener Future At Engine No. 1, we believe in the power of active ownership to drive meaningful change. Our investment strategies are designed to improve governance, optimize capital allocation, and foster long-term sustainability. Learn More Strategic Engagements Our Approach to Governance Engine No. 1’s approach to engagements is highly strategic and focused. We aim to enhance governance structures, optimize capital allocation, and encourage companies to develop long-term strategies that support a lower carbon footprint. This method sets us apart from traditional divestment st...
2024-06-28
22 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Transforming Companies with Engine No. 1 ETFs
Driving Sustainable Change Transforming Investment Strategies for a Greener Future At Engine No. 1, we believe in the power of active ownership to drive meaningful change. Our investment strategies are designed to improve governance, optimize capital allocation, and foster long-term sustainability. Learn More Strategic Engagements Our Approach to Governance Engine No. 1’s approach to engagements is highly strategic and focused. We aim to enhance governance structures, optimize capital allocation, and encourage companies to develop long-term strategies that support a lower carbon footprint. This method sets us apart from traditional divestment st...
2024-06-28
22 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Inheritance: IRA Rules and Tax Implications
Understanding Inheritance: A Comprehensive Guide for Financial Planning Discover the essential aspects of inheritance and financial planning in our comprehensive guide. Learn about IRA rules, taxes, and estate strategies. Inheritance can be a complex and emotionally charged topic. Inheritance laws, taxes, and planning strategies can feel like a maze. This blog aims to provide a detailed understanding of inheritance, focusing on IRA rules, taxes, estate taxes, and limits. The Basics of Inheritance Inheritance refers to the assets that an individual bequeaths to their heirs upon their death. These assets can...
2024-06-07
32 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Inheritance: IRA Rules and Tax Implications
Understanding Inheritance: A Comprehensive Guide for Financial Planning Discover the essential aspects of inheritance and financial planning in our comprehensive guide. Learn about IRA rules, taxes, and estate strategies. Inheritance can be a complex and emotionally charged topic. Inheritance laws, taxes, and planning strategies can feel like a maze. This blog aims to provide a detailed understanding of inheritance, focusing on IRA rules, taxes, estate taxes, and limits. The Basics of Inheritance Inheritance refers to the assets that an individual bequeaths to their heirs upon their death. These assets can...
2024-06-07
32 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
Retirement Planning Tool
Empower Your Financial Future with the AIO Financial Retirement Planner App Welcome to a new era in retirement planning! At AIO Financial, a fee-only financial advisory firm, we are excited to unveil our groundbreaking Retirement Planner App. Designed to simplify your financial future, this tool helps you visualize and plan for your retirement with precision. Simple Setup Getting started is easy: Visit Us: Head to our website at aiofinancial.com and navigate to the ‘Resources’ section. Register: New here? Register using your email and create a password, then fill in your personal and...
2024-04-17
08 min
Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Retirement Planning Tool
Empower Your Financial Future with the AIO Financial Retirement Planner App Welcome to a new era in retirement planning! At AIO Financial, a fee-only financial advisory firm, we are excited to unveil our groundbreaking Retirement Planner App. Designed to simplify your financial future, this tool helps you visualize and plan for your retirement with precision. Simple Setup Getting started is easy: Visit Us: Head to our website at aiofinancial.com and navigate to the ‘Resources’ section. Register: New here? Register using your email and create a password, then fill in your personal and...
2024-04-17
08 min
Podcast Archives - AIO Financial - Fee Only Financial Advisors
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 proposals of the previous year. Yet, the commitment to influencing positive change in corporations remains strong. Despite this commitment, there’s been a noticeable decline in support for these initiatives. Major asset managers have scaled back their backing, influenced by various factors including legal challenges and shifts in the economic landscape affecting energy costs. However, it’s wo...
2024-03-25
07 min
Rock Splitting Politics - Doc Holliday
Interview with Daphne Barak and Bill Gunasti Part 2
Start 2024 right with Part 2 of the interview with the Hollywood insider’s insights. The power couple Daphne Barak and Bill Gunasti present their exclusive insights into what is going on in this world and what to expect for the unprecedented 2024 presidential election. As you already know, you will hear things on Rock Splitting Politics that you will not hear on the mainstream media. Doc Holliday has discovered a way that many of you who think you are paying too much for medical insurance can find relief by getting a quote for you and your family right here. This week’s show is...
2024-01-01
45 min
Rock Splitting Politics - Doc Holliday
Exclusive Interview with Daphne Barak and Bill Gunasti Part 1
Listen to a fascinating exclusive interview with one of the world’s top power couples as Doc Holliday gets answers about the wars going on in the Ukraine and in Israel, as well as Daphne and Bill’s influential insights on the presidential race in 2024. Subscribe with your favorite podcast playerApple PodcastsAndroidRSS This show is one that you will want to “share the link” as Daphne and Bill talk about hosting a special “birthday bash” for one of the top presidential candidates in 2024. You will be excited to hear things that you have most likely never he...
2023-12-19
37 min
Finanzas Personales : Todo Inversiones
Empieza Invertir Ahora
La Importancia de Invertir Temprano: Consejos de Ivan & Bill Ivan & Bill enfatizan un mensaje clave: el mejor momento para comenzar a invertir es ahora. Este consejo resalta cómo el tiempo juega un papel crucial en el crecimiento de tus inversiones. Razones Comunes para Retrasar la Inversión Creer que es complicado. Esperar ganar más dinero. Deseo de esperar a que los hijos crezcan. Tener muchas deudas. Falta de tiempo. Beneficios de Invertir Pronto Alcanzarás tus metas financieras más fácilmente. Cada año que esperas para invertir aumenta la cant...
2023-11-29
32 min
Todo Inversiones : finanzas personales
Empieza Invertir Ahora
La Importancia de Invertir Temprano: Consejos de Ivan & Bill Ivan & Bill enfatizan un mensaje clave: el mejor momento para comenzar a invertir es ahora. Este consejo resalta cómo el tiempo juega un papel crucial en el crecimiento de tus inversiones. Razones Comunes para Retrasar la Inversión Creer que es complicado. Esperar ganar más dinero. Deseo de esperar a que los hijos crezcan. Tener muchas deudas. Falta de tiempo. Beneficios de Invertir Pronto Alcanzarás tus metas financieras más fácilmente. Cada año que esperas para invertir aumenta la cant...
2023-11-29
32 min
Todo Inversiones : finanzas personales
Gasta Menos de lo Que Ganas
Hacia la Independencia Económica: Consejos de Ivan & Bill Ivan & Bill nos recuerdan un lema fundamental para alcanzar la independencia económica: “Gasta menos de lo que ganas e invierte el resto”. A pesar de su sencillez, muchos no lo siguen, como muestran las siguientes estadísticas en América: 64% no se siente preparado para la jubilación. 25% no tiene ahorros de jubilación propios. 69% tiene menos de $1,000 en ahorros. 25% no tiene ahorros. 30% tiene más deuda en tarjetas de crédito que ahorros. ¿Qué Significa la Independencia Económica? No es solo jubilarse...
2023-11-29
31 min
Finanzas Personales : Todo Inversiones
Gasta Menos de lo Que Ganas
Hacia la Independencia Económica: Consejos de Ivan & Bill Ivan & Bill nos recuerdan un lema fundamental para alcanzar la independencia económica: “Gasta menos de lo que ganas e invierte el resto”. A pesar de su sencillez, muchos no lo siguen, como muestran las siguientes estadísticas en América: 64% no se siente preparado para la jubilación. 25% no tiene ahorros de jubilación propios. 69% tiene menos de $1,000 en ahorros. 25% no tiene ahorros. 30% tiene más deuda en tarjetas de crédito que ahorros. ¿Qué Significa la Independencia Económica? No es solo jubilarse...
2023-11-29
31 min
Todo Inversiones : finanzas personales
Costo de compra en horas de trabajo
Introducción: Ivan & Bill introducen un método revelador para evaluar tus gastos: calcular cuántas horas de trabajo cuesta adquirir algo. Este enfoque no solo hace que reconsideres tus compras, sino que también te anima a tomar decisiones financieras más informadas y alineadas con tus metas de independencia económica. Ejemplo Práctico: Asistir a un Concierto Costos a Considerar: Dos boletos: $200 Costos adicionales (compra en línea, cena, transporte, estacionamiento, mercancía): $165 Costo total del evento: $365 Calculando tu Ganancia Real por Hora: Ganancia Bruta por Hora: $10 Reducciones (Impuestos, tiempo de...
2023-11-29
14 min
Finanzas Personales : Todo Inversiones
Costo de compra en horas de trabajo
Introducción: Ivan & Bill introducen un método revelador para evaluar tus gastos: calcular cuántas horas de trabajo cuesta adquirir algo. Este enfoque no solo hace que reconsideres tus compras, sino que también te anima a tomar decisiones financieras más informadas y alineadas con tus metas de independencia económica. Ejemplo Práctico: Asistir a un Concierto Costos a Considerar: Dos boletos: $200 Costos adicionales (compra en línea, cena, transporte, estacionamiento, mercancía): $165 Costo total del evento: $365 Calculando tu Ganancia Real por Hora: Ganancia Bruta por Hora: $10 Reducciones (Impuestos, tiempo de...
2023-11-29
14 min
Todo Inversiones : finanzas personales
Fondos de emergencia
Creando un Fondo de Emergencia Efectivo: Una Guía de Ivan & Bill Tener un fondo de emergencia es una parte esencial de la planificación financiera. Ivan & Bill recomiendan ahorrar entre 3 y 6 meses de gastos para enfrentar situaciones inesperadas. A continuación, detallamos por qué es importante y cómo gestionarlo. ¿Qué es un Fondo de Emergencia? Propósito: Reservar fondos para gastos necesarios, utilizados únicamente en situaciones de emergencia. Ejemplos de Emergencias: Problemas con el transporte (automóvil). Reparaciones inesperadas en el hogar. Pérdida del empleo o reducción de salario. Eme...
2023-11-29
13 min
Finanzas Personales : Todo Inversiones
Fondos de emergencia
Creando un Fondo de Emergencia Efectivo: Una Guía de Ivan & Bill Tener un fondo de emergencia es una parte esencial de la planificación financiera. Ivan & Bill recomiendan ahorrar entre 3 y 6 meses de gastos para enfrentar situaciones inesperadas. A continuación, detallamos por qué es importante y cómo gestionarlo. ¿Qué es un Fondo de Emergencia? Propósito: Reservar fondos para gastos necesarios, utilizados únicamente en situaciones de emergencia. Ejemplos de Emergencias: Problemas con el transporte (automóvil). Reparaciones inesperadas en el hogar. Pérdida del empleo o reducción de salario. Eme...
2023-11-29
13 min
Todo Inversiones : finanzas personales
Costos de tarifa
El Impacto de las Tarifas en el Rendimiento de Tus Inversiones Las tarifas, aunque puedan parecer pequeñas, tienen un impacto significativo en el rendimiento de las inversiones a largo plazo. Aquí exploramos cómo incluso un 1% o 2% de tarifa puede afectar tus retornos y la importancia de entender los distintos tipos de tarifas al invertir. Ejemplo del Impacto de las Tarifas Inversión sin Tarifas: Con $10,000 invertidos al 7% anual, tendrías aproximadamente $150,000 después de 40 años. Con Tarifa del 1%: Reduciendo el rendimiento a 6%, el total después de 40 años sería de unos $1...
2023-11-29
27 min
Finanzas Personales : Todo Inversiones
Costos de tarifa
El Impacto de las Tarifas en el Rendimiento de Tus Inversiones Las tarifas, aunque puedan parecer pequeñas, tienen un impacto significativo en el rendimiento de las inversiones a largo plazo. Aquí exploramos cómo incluso un 1% o 2% de tarifa puede afectar tus retornos y la importancia de entender los distintos tipos de tarifas al invertir. Ejemplo del Impacto de las Tarifas Inversión sin Tarifas: Con $10,000 invertidos al 7% anual, tendrías aproximadamente $150,000 después de 40 años. Con Tarifa del 1%: Reduciendo el rendimiento a 6%, el total después de 40 años sería de unos $1...
2023-11-29
27 min
Todo Inversiones : finanzas personales
Trabajando en un Call Center
Explorando Carreras en Servicio al Cliente en Call Centers Si estás buscando una carrera que ofrezca equilibrio entre el trabajo y la vida personal, con oportunidades de crecimiento, considera una posición en servicio al cliente en un call center. En este artículo, profundizaremos en las labores diarias de un representante de servicio al cliente y lo que implica trabajar en esta área. ¿Qué es un Call Center? Definición: Un call center es una unidad funcional dentro de una empresa, dedicada a manejar llamadas de servicio al cliente, tanto entrantes como salient...
2023-11-29
24 min
Finanzas Personales : Todo Inversiones
Trabajando en un Call Center
Explorando Carreras en Servicio al Cliente en Call Centers Si estás buscando una carrera que ofrezca equilibrio entre el trabajo y la vida personal, con oportunidades de crecimiento, considera una posición en servicio al cliente en un call center. En este artículo, profundizaremos en las labores diarias de un representante de servicio al cliente y lo que implica trabajar en esta área. ¿Qué es un Call Center? Definición: Un call center es una unidad funcional dentro de una empresa, dedicada a manejar llamadas de servicio al cliente, tanto entrantes como salient...
2023-11-29
24 min
Todo Inversiones : finanzas personales
Regla 50-20-30 Para Presupuestos
Guía Práctica para Elaborar un Presupuesto Efectivo con la Regla 50-20-30 Elaborar un presupuesto puede parecer una tarea desalentadora, pero con la Regla 50-20-30, este proceso se simplifica notablemente. Esta regla te ofrece un marco de trabajo claro y flexible para gestionar tus finanzas. A continuación, desglosamos cómo puedes aplicar esta regla y adaptarla a tus necesidades. Fundamentos de la Regla 50-20-30 Distribución del Ingreso: 50% para Necesidades: Incluye gastos esenciales como renta, pagos de servicios y comida. 20% para Metas Económicas: Destinado a pago de deu...
2023-11-29
16 min
Finanzas Personales : Todo Inversiones
Regla 50-20-30 Para Presupuestos
Guía Práctica para Elaborar un Presupuesto Efectivo con la Regla 50-20-30 Elaborar un presupuesto puede parecer una tarea desalentadora, pero con la Regla 50-20-30, este proceso se simplifica notablemente. Esta regla te ofrece un marco de trabajo claro y flexible para gestionar tus finanzas. A continuación, desglosamos cómo puedes aplicar esta regla y adaptarla a tus necesidades. Fundamentos de la Regla 50-20-30 Distribución del Ingreso: 50% para Necesidades: Incluye gastos esenciales como renta, pagos de servicios y comida. 20% para Metas Económicas: Destinado a pago de deu...
2023-11-29
16 min
Todo Inversiones : finanzas personales
Cómo Usar la Regla del 4% para Planificar Tu Jubilación
Introducción: Planificar la jubilación puede parecer complicado, pero herramientas como la regla del 4% simplifican entender cuánto dinero necesitarás ahorrar y cómo gestionar esos ahorros. Aunque es solo una guía aproximada, te proporciona un buen punto de partida para tus cálculos financieros. ¿Qué es la Regla del 4%? La regla del 4% es un principio financiero que sugiere que puedes retirar el 4% de tu fondo de inversión inicial cada año en la jubilación para que el dinero dure aproximadamente 30 años. Este porcentaje ajusta anualmente con la inflación para mantener...
2023-11-29
09 min
Finanzas Personales : Todo Inversiones
Cómo Usar la Regla del 4% para Planificar Tu Jubilación
Cómo Planificar Tu Jubilación con la Regla del 4% La planificación de la jubilación es un aspecto crucial de las finanzas personales. Una herramienta valiosa en este proceso es la Regla del 4%, que ofrece una guía sobre cuánto dinero necesitas para jubilarte y cuánto ingreso puedes esperar de tus ahorros. A continuación, te explicamos cómo funciona y sus aplicaciones prácticas. La entrada Cómo Usar la Regla del 4% para Planificar Tu Jubilación se publicó primero en Todo Inversiones : finanzas personales.
2023-11-29
09 min
Todo Inversiones : finanzas personales
Empezar Ahora
¡El Mejor Momento para Iniciar tu Aventura de Inversiones es AHORA! 🚀 ¿Por Qué Esperar? ¡Empieza Hoy! A menudo encontramos excusas para no invertir: “Es complicado”, “Lo haré más adelante”, “Cuando gane más…”, “Cuando los niños crezcan…”. Pero, ¿sabías que empezar ahora mismo facilita enormemente alcanzar tus metas financieras? 🌟 Invertir vs Ahorrar: La Gran Diferencia Mientras ahorrar es bueno, invertir es aún mejor. Históricamente, las inversiones a largo plazo en carteras diversificadas han demostrado ser más rentables que las cuentas de ahorro. 📈 El Poder del Compuesto: La Historia de Guy y Sal Guy: Invierte $...
2023-09-09
32 min
Finanzas Personales : Todo Inversiones
Empezar Ahora
¡El Mejor Momento para Iniciar tu Aventura de Inversiones es AHORA! 🚀 ¿Por Qué Esperar? ¡Empieza Hoy! A menudo encontramos excusas para no invertir: “Es complicado”, “Lo haré más adelante”, “Cuando gane más…”, “Cuando los niños crezcan…”. Pero, ¿sabías que empezar ahora mismo facilita enormemente alcanzar tus metas financieras? 🌟 Invertir vs Ahorrar: La Gran Diferencia Mientras ahorrar es bueno, invertir es aún mejor. Históricamente, las inversiones a largo plazo en carteras diversificadas han demostrado ser más rentables que las cuentas de ahorro. 📈 El Poder del Compuesto: La Historia de Guy y Sal Guy: Invierte $...
2023-09-09
32 min
Todo Inversiones : finanzas personales
Por que invertir
Transforma tus Sueños en Realidad con la Magia de Invertir 🌟 Jubilación Dorada: Imagina un futuro donde no necesitas trabajar. Las inversiones pueden convertir tus ahorros en una fuente confiable de ingresos para disfrutar plenamente de tu retiro. 🏖️ Escudo contra Emergencias: ¿Problemas con el auto? ¿Reparaciones en casa? Las inversiones son tu salvavidas en tiempos de crisis, protegiéndote y a tu familia de imprevistos financieros. 🛡️ Adiós a las Deudas: En lugar de ahogarte en deudas con altos intereses, un fondo de inversión puede ser tu aliado para mantener la libertad financiera...
2023-09-04
37 min
Finanzas Personales : Todo Inversiones
Por que invertir
Transforma tus Sueños en Realidad con la Magia de Invertir 🌟 Jubilación Dorada: Imagina un futuro donde no necesitas trabajar. Las inversiones pueden convertir tus ahorros en una fuente confiable de ingresos para disfrutar plenamente de tu retiro. 🏖️ Escudo contra Emergencias: ¿Problemas con el auto? ¿Reparaciones en casa? Las inversiones son tu salvavidas en tiempos de crisis, protegiéndote y a tu familia de imprevistos financieros. 🛡️ Adiós a las Deudas: En lugar de ahogarte en deudas con altos intereses, un fondo de inversión puede ser tu aliado para mantener la libertad financiera...
2023-09-04
37 min
Rock Splitting Politics - Doc Holliday
Doc Holliday Welcomes Daphne Barak and Bill Gunasti for Their Great Insights
Join Doc Holliday for this week’s show as he welcomes back Daphne Barak and Bill Gunasti, two international giants who have phenomenal insights into America and the world. Doc asks Bill Gunasti about his insights on Turkey as the Ukranian and Russian war wages on. Bill will give you an answer about how Turkey did something that stopped the Russians dead outside the Ukranian capital city. And Daphne Barak is entertaining as always as she tells about President Trump at Mar-a-Lago. Then Daphne tells us about her television specials that will be airing very soon. So click on now...
2022-12-20
31 min
Impact Financial Planners
Carbon Collective interview
The post Carbon Collective interview appeared first on Impact Financial Planners.
2022-05-09
31 min
Impact Financial Planners
Plant-based & Climate Vegan ETF EATV
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2022-02-26
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Impact Financial Planners
Responsible Impact Credit Cards
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2022-01-19
10 min
Impact Financial Planners
Sustainable Responsible Impact Investing
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2021-09-12
15 min
Rock Splitting Politics - Doc Holliday
Struggling for One America – Second Half of our Interview with Daphne Barak and Bill Gunasti
Join Doc Holliday as he continues his interview with the authors of the book, Struggling for One America, Two weeks ago these authors and well known friends of President Trump came to the microphone to give us the inside story of their new book and now we have the second half of the interview. Join the excitement and listen as they tell about struggling to get through this project during Covid lockdowns. Subscribe with your favorite podcast playerApple PodcastsAndroidRSS And before the second half of the interview Doc Holliday lets you hear about the impo...
2021-08-09
00 min
Rock Splitting Politics - Doc Holliday
Struggling For One America, Authors Daphne Barak and Bill Gunasti
Join Doc Holliday for his fascinating interview of Donald Trump’s personal friends and authors of the new book, Struggling For One America (Trump Vs. Hollywood, The Two White Houses)! Subscribe with your favorite podcast playerApple PodcastsAndroidRSS Daphne Barak and Bill Gunasti have been on Rock Splitting Politics several times and now they have put together a book building on their monumental documentary from last year called Fighting 4 One America. Twenty four stars from the world of acting, entertainment, and Hollywood are part of the documentary and the book to detail the struggles for one Am...
2021-07-23
00 min
Impact Financial Planners
Ethos Investment Impact Evaluation
The post Ethos Investment Impact Evaluation appeared first on Impact Financial Planners.
2021-04-07
29 min
Impact Financial Planners
Centre for Effective Altruism – Supporting Effective Charities
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2021-03-25
35 min
Impact Financial Planners
YourStake Investment Impact Reporting
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2021-03-12
28 min
Impact Financial Planners
Chartered SRI Counselor – CSRIC
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2021-02-17
34 min
Impact Financial Planners
US SIF Sustainable Investing Trends Report
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2020-12-25
28 min
Impact Financial Planners
AffirmativESG – Customized Sustainable Responsible Impact Investing Investment
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2020-12-03
24 min
Impact Financial Planners
One Tree Planted – Effective Altruism
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2020-11-11
25 min
Impact Financial Planners
The Coalition for Rainforest Nations – Effectively fighting Climate Change
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2020-10-23
32 min
Impact Financial Planners
Giving Green – Recommendations to Effectively Fight Climate Change
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2020-10-23
23 min
Impact Financial Planners
New Fee Only Certified Financial Planner at AIO
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2020-09-23
24 min
Expat Planners
New Fee Only Certified Financial Advisor at AIO
The post New Fee Only Certified Financial Advisor at AIO appeared first on Expat Planners.
2020-09-23
00 min
AMA Financial Advisors
New Fee Only Certified Financial Planner at AIO
The post New Fee Only Certified Financial Planner at AIO appeared first on AMA Financial Advisors.
2020-09-23
00 min
Impact Financial Planners
Effective Altruism with Charlie Bresler of The Life You Can Save
The post Effective Altruism with Charlie Bresler of The Life You Can Save appeared first on Impact Financial Planners.
2020-09-09
24 min
Impact Financial Planners
Unitarian Universalist Common Endowment Fund – Impact Investing
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2020-08-26
34 min
Expat Planners
Expat Living in Germany
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2020-08-13
00 min
Impact Financial Planners
Retired and Volunteering on the Mexican Border
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2020-07-29
32 min
Expat Planners
Retired and Volunteering on the Mexican Border
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2020-07-29
00 min
Expat Planners
Living in Mazatlán Mexico – Expat Financial Planning
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2020-07-16
00 min
AMA Financial Advisors
Triathlete Coach Business Finances for Athletes
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2020-06-09
00 min
Expat Planners
Expat Financial Planning living in CDMX Mexico City
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2020-06-08
00 min
Expat Planners
Fee Only Financial Planners Fiduciaries
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2020-06-05
00 min
Impact Financial Planners
Sustainable Responsible Impact Investing for nonprofits
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2020-04-29
21 min
Impact Financial Planners
YourStake.org Shareholder Advocacy
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2020-04-22
13 min
Impact Financial Planners
Investments to Fight Climate Change
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2019-12-22
10 min
Impact Financial Planners
Greenbacker Solar Investments
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2019-09-11
33 min
Impact Financial Planners
Financial Planning Mistakes made by Actors
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2019-08-29
11 min
Impact Financial Planners
Impact Financial Planners’ Financial Advisors Bill Holliday, CFP and Jason Pfau, Wealth Manager
The post Impact Financial Planners’ Financial Advisors Bill Holliday, CFP and Jason Pfau, Wealth Manager appeared first on Impact Financial Planners.
2019-08-15
08 min
Impact Financial Planners
Pax Ellevate Global Women’s Leadership Fund (PXWEX)
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2019-07-20
18 min
Impact Financial Planners
Impact Investing Trends and Updates
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2019-07-11
09 min
Impact Financial Planners
Financial Advice for LA Residences
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2019-07-05
11 min
Impact Financial Planners
Randomized Studies Maximize Impact
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2019-07-03
21 min
Impact Financial Planners
Environmental Investing with Green Century
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2019-06-24
31 min
Impact Financial Planners
Investing in the Next Economy
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2019-05-30
33 min
Impact Financial Planners
Make a positive impact with your investments
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2019-05-23
28 min
Impact Financial Planners
As You Sow – Shareholder Advocacy
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2019-05-22
28 min
Money Tree Investing
MTI087: Being a Socially Responsible Investor with Bill Holliday
Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of Read more › The post MTI087: Being a Socially Responsible Investor with Bill Holliday appeared first on Money Tree Investing Podcast.
2016-05-20
53 min
Art of Abundance with Leisa Peterson
AOMW 069 – Socially Responsible Investing with Bill Holliday
<p>When I became a financial advisor, I got really interested in socially responsible investing and was disappointed to see that very few people were as interested as I was. I think because many people think you are going to get lower returns when it comes to investing with your heart and your mind but the good news is that it is a fallacy that you cannot do very well when you invest this way. Plus is it not priceless to care about the world we are leaving to future generations?</p> <p>The...
2016-04-13
25 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party – ANITA MONCRIEF, ACORN WHISTLE BLOWER, SPEAKS
Great show this week and you must hear what Anita hast to say. You can visit here web site here. Doc surmises that anyone who thinks that we don’t need an I.D. at the voting booth should listen to this show! This week’s TOMBSTONE OF THE WEEK AWARD goes to the words of Bill Maher, wait till you here who he denigrated. And find out who is having the government buy his book by the tens of thousands with taxpayer money find out now by clicking on. And this week’s Rock of Liberty speech prepares you fo...
2011-10-31
27 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party – FORMER CONGRESSMAN BOB BEAUPREZ AND THE TEA PARTY PRESIDENTIAL DEBATE!
Fantastic show this week as Doc interviews former congressman from Colorado, Bob Beauprez. Discover what the former congressman thinks about the President’s new jobs bill and then find out what terrifies this former congressman about the future. And Doc was on the front row right smack dab in the middle for the Tea Party Express and CNN Presidential Debate—–the first in history! Doc has some exclusive sound bites from after the debate and will share one on this show and more in future shows. The TOMBSTONE of the week award goes to someone there at the debate—listen t...
2011-09-19
38 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party –PRESIDENTIAL POLITICS,OLDEST TEA PARTY FOUNDER AND MORE!
Doc is packing this week and he is not talking about his six-shooters! He is giving you news commentary, insight of why someone 91 years old has founded a tea party group, and this week he kicks off his special series about the race to the Republican nomination in a way no one else dares to do. Discover the similiarities between the far left and Amazon stone age tribes in a great Rock of Liberty speech. Find out more about the Tea Party Review magazine at www.doc.teapartyreview.com and click on the program to hear what Bill Mahr...
2011-02-28
36 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party – New Year! New Congress! March On!
Click on to hear the excitement a new year brings. Ed has a “lightbulb” moment of why our President may not understand what “We the People” means. Listen to Ed interview the Civil Rights marcher and conservative black leader Rev. Bill Owens. And this week’s Rock of Liberty Speech is about YOU! Rev. Bill Owens’ collection of essays from conservative leaders called “Why the Conservative Mind Matters” can be purchased at my website and you can get there by clicking on the Doc Holliday logo. Also don’t forget to get your subscription to the Tea Party Review magaz...
2011-01-10
35 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party – THE DEPTH AND BREADTH OF THE TEA PARTY MOVEMENT
Listen as Doc Holliday hits the news headlines and then interviews musician and tea party enthusiast, Bill Beaty. This week’s show examines how the tea party movement’s roots reach deep into the culture and touches the entire society. The Rock of Liberty speech takes us to a natural phenomena that Ed has never seen before. Find out what it is and why it’s important. Don’t forget to click on the Tea Party Review banner on this page to find out how you can get the best magazine ever about the Tea Party!Subscribe with you...
2010-12-20
37 min
Doc Holliday's Tea Party - Ed Holliday
Doc Holliday’s Tea Party – Visions of a puzzle
This week’s show addresses a vision that you must not miss for the Plymouth Rock of Liberty speech. Our guest this week is Bill Marcy, an African American tea party speaker running for the congressional seat in the second district of Mississippi. Listen to the voice of freedom breathing free and get fired up to do something good for America! Subscribe with your favorite podcast playerApple PodcastsAndroidRSS The post Doc Holliday’s Tea Party – Visions of a puzzle appeared first on WebTalkRadio.net.
2010-08-16
34 min