Invest for a Sustainable Future
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Bill Holliday Cfp Podcasts
Invest for a Sustainable Future
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Values Investors Podcast | Socially Responsible Investing, ESG, Ethical, Impact, Sustainable Investments
Bill Holliday, CFP
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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.
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Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
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Alternative Investments: Diversifying Beyond Stocks and Bonds Introduction In today’s financial environment, stock markets are reaching all-time highs, and interest rates are on a downward trend. This combination creates a challenging situation for investors relying on traditional income-generating assets like stocks, bonds, and CDs. With stock pri…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Retirement Reality Check: A Look at U.S. Averages and What They Mean Retirement Statistics in the U.S.: Key Averages to Guide Your Planning When planning for retirement, it’s essential to understand how the average American prepares for it — and how those numbers compare to your own plan. Knowing the averages for savings, retirement age, Social Sec…
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Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social, environmental, and ethical causes. The beauty of SRI lies in its ability to align your…
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Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social, environmental, and ethical causes. The beauty of SRI lies in its ability to align your…
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Socially Responsible Investment (SRI) Options: Aligning Financial Goals with ESG Impact Without Sacrificing Return Socially Responsible Investing (SRI) offers a compelling strategy for investors who want to generate financial returns while also supporting social, environmental, and ethical causes. The beauty of SRI lies in its ability to align your…
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What to Consider Before Moving Abroad Moving abroad can be one of the most rewarding experiences of your life. Whether you’re planning to retire, work remotely, or simply enjoy a change of scenery, starting fresh in another country offers a blend of adventure, personal growth, and sometimes even financial relief. But international relocation isn’t …
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What to Consider Before Moving Abroad Moving abroad can be one of the most rewarding experiences of your life. Whether you’re planning to retire, work remotely, or simply enjoy a change of scenery, starting fresh in another country offers a blend of adventure, personal growth, and sometimes even financial relief. But international relocation isn’t …
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What to Consider Before Moving Abroad Moving abroad can be one of the most rewarding experiences of your life. Whether you’re planning to retire, work remotely, or simply enjoy a change of scenery, starting fresh in another country offers a blend of adventure, personal growth, and sometimes even financial relief. But international relocation isn’t …
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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…
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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…
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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…
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1
Why Expats Should Keep Their Investments in the US
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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…
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1
Why Expats Should Keep Their Investments in the US
9:20
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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…
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1
Why Expats Should Keep Their Investments in the US
9:20
9:20
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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…
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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…
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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…
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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…
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1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
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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…
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1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
10:23
10:23
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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…
…
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1
Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback
10:23
10:23
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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…
…
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The 10 Best Countries for Americans to Retire Abroad in 2025 By AIO Financial – fee only Financial Advisors for U.S. Expats Thinking about retiring abroad? Whether you’re dreaming of beachfront bliss, mountain serenity, or a walkable European town, the 2025 Global Retirement Index ranks the world’s top destinations for a better, more affordable ret…
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