AIO Financial – Fee Only Financial Advisors

Bill Holliday, CFP
  • 3.5 (2)
  • Investing

Invest for a Sustainable Future

Episodes

  1. Aug 21

    Where to Live in Mexico City

    Wondering where to live in Mexico City? Compare some of the best CDMX neighborhoods by safety, transit, earthquake risk, lifestyle, expat presence, property prices, Airbnb rules, and long-term investment potential to find the area that best fits your priorities. The post Where to Live in Mexico City appeared first on AIO Financial - Fee Only Financial Advisors.

  2. Aug 21

    How We Build Portfolios at AIO Financial

    Learn how we build portfolios at AIO Financial using risk-based allocations, global diversification, low-cost index ETFs, non-correlated assets, and disciplined rebalancing. Our investment strategy is designed around each client’s time horizon, risk tolerance, tax situation, and long-term financial goals. The post How We Build Portfolios at AIO Financial appeared first on AIO Financial - Fee Only Financial Advisors.

  3. Aug 19

    Inheritance in America:

    Inheritance in America can be confusing because different assets follow very different tax rules. Learn how inherited cash, real estate, brokerage accounts, traditional IRAs, and Roth IRAs are taxed, along with key rules for step-up in basis, probate, trusts, and beneficiary planning. The post Inheritance in America: appeared first on AIO Financial - Fee Only Financial Advisors.

  4. Aug 19

    Taxes for Americans Living Abroad:

    Americans living abroad generally remain subject to U.S. tax rules, even after moving to another country. This guide explains the key tax issues for Americans living in Mexico or Spain, including the Foreign Earned Income Exclusion, Foreign Tax Credit, FBAR and FATCA reporting, tax residency rules, rental income, retirement accounts, and cross-border planning considerations. The post Taxes for Americans Living Abroad: appeared first on AIO Financial - Fee Only Financial Advisors.

  5. Aug 19

    How Socially Responsible Investing Has Changed:

    Socially responsible investing has evolved far beyond simply avoiding companies or industries that conflict with your values. Today, investors can choose from screening strategies, ESG funds, shareholder advocacy, sustainable ETFs, impact investing, and community investing. Learn how SRI has changed—and what to look for when deciding whether an investment truly aligns with your values. The post How Socially Responsible Investing Has Changed: appeared first on AIO Financial - Fee Only Financial Advisors.

  6. May 10

    Guide for Americans Moving to Spain

    The post Guide for Americans Moving to Spain appeared first on AIO Financial - Fee Only Financial Advisors.

  7. Apr 28

    Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience

    The post Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience appeared first on AIO Financial - Fee Only Financial Advisors.

  8. Mar 7

    Ultimate Guide to Moving to Mexico

    The post Ultimate Guide to Moving to Mexico appeared first on AIO Financial - Fee Only Financial Advisors.

  9. Mar 7

    Guide to Socially Responsible Investing (SRI)

    The post Guide to Socially Responsible Investing (SRI) appeared first on AIO Financial - Fee Only Financial Advisors.

  10. 11/19/2025

    Alternative Investments

    The post Alternative Investments appeared first on AIO Financial - Fee Only Financial Advisors.

  • 10 Episodes

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3.5
out of 5
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Invest for a Sustainable Future

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