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podcast | Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US cover
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podcast | Fee Only Fiduciary Financial Planners, Retirement Planning, Socially Responsible Investing, Tucson & US

Bill Holliday

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

Episodes

16 episodes

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 pr...

28:00Aug 21, 2026

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 ass...

10:37Aug 21, 2026

Inheritance in America:

Inheritance in America can be confusing because different assets follow very different tax rules. Learn how inherited cash, real estate, bro...

21:28Aug 19, 2026

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 is...

16:04Aug 19, 2026

How Socially Responsible Investing Has Changed:

Socially responsible investing has evolved far beyond simply avoiding companies or industries that conflict with your values. Today, investo...

15:09Aug 19, 2026

Guide for Americans Moving to Spain

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

17:31May 10, 2026

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 Advi...

9:21Apr 28, 2026

Ultimate Guide to Moving to Mexico

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

19:31Mar 7, 2026

Guide to Socially Responsible Investing (SRI)

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

13:45Mar 7, 2026

Alternative Investments

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

12:21Nov 19, 2025

Retirement Reality Check

The post Retirement Reality Check appeared first on AIO Financial - Fee Only Financial Advisors .

10:14Nov 19, 2025

Socially Responsible Investing Options

The post Socially Responsible Investing Options appeared first on AIO Financial - Fee Only Financial Advisors .

21:11Sep 26, 2025

Adjusting to Living Abroad

The post Adjusting to Living Abroad appeared first on AIO Financial - Fee Only Financial Advisors .

Sep 25, 2025
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Considerations when moving abroad

The post Considerations when moving abroad appeared first on AIO Financial - Fee Only Financial Advisors .

22:40Aug 21, 2025

Real Estate in Mexico

The post Real Estate in Mexico appeared first on AIO Financial - Fee Only Financial Advisors .

19:22Jul 24, 2025

Why Expats Should Keep Their Investments in the US

The post Why Expats Should Keep Their Investments in the US appeared first on AIO Financial - Fee Only Financial Advisors .

9:20Jun 6, 2025