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Artwork for AIO Financial – Fee Only Financial Advisors

AIO Financial – Fee Only Financial Advisors

Bill Holliday, CFP
Socially Responsible Investing
AIO Financial
Retirement
Community Investing
Alternative Investments
Shareholder Proposals
Shareholder Advocacy
Residency (temporary and Permanent)
Mexico City
Cancún
Screening (SRI)
Market-Linked Cds
Mexico
US Tax System
Mexican Tax System
Environmental Social Governance
Climate Change
ESG
Legal/litigation
Madrid, Spain

Invest for a Sustainable Future

PublishesTwice monthlyEpisodes161Founded12 years ago
Categories
InvestingBusinessNon-Profit

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Artwork for AIO Financial – Fee Only Financial Advisors

Latest Episodes

The Ultimate Guide for Americans Moving to Spain: Visas, Taxes, and Cross-Border Financial Planning

By AIO Financial — Fee-Only Fiduciary Financial Planners

Spain has quietly become one of the most popular destinations for Americans relocating abro... more

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

*A deeper look at the key themes and proposals in the Proxy Preview 2026 report by As You Sow and Proxy Impact*

The 2026 proxy season is arriving amid one of the most turbule... more

How to Move to Mexico: Visas, Costs, Taxes, and the Best Places to Live

Mexico is one of the most popular countries in the world for Americans who want a lower cost of living, a warmer climate, and a richer day to day culture without moving halfway ... more

How Socially Responsible Investing Really Works: Screening, Engagement, and Community Impact

Socially responsible investing (SRI) is about aligning your money with your values while still aiming for competitive long term returns. It uses three main ... more

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Bill Holliday
Host of AIO Financial – Fee Only Financial Advisors
AIO Financial
Episode: Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience

Host

Bill Holliday
Host of AIO Financial, fiduciary financial advisor, and principal at AIO Financial. Known for fee-only guidance and cross-border planning.

Reviews

4.0 out of 5 stars from 3 ratings
  • Quiero aprender mas

    Es una buena manera de ganar dinero - me gusta que este persona no vende nada.

    Apple Podcasts
    5
    WMHpod
    United States12 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the fiduciary, non-sales approach.
Practical, actionable financial guidance that's easy to follow.
Content covers real-world cross-border planning useful for expats and remote workers.
Guests provide credible insights into investing and regulatory changes.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

A practical, fiduciary-focused financial show that often centers on cross-border planning, expat finances, and sustainable investing. Episodes frequently cover visas, residency, taxes, and how to coordinate with lawyers or accountants for international living, alongside deeper dives into socially responsible investing, retirement planning, and alternative investment strategies. The host(s) emphasize fee-only, transparent guidance and real-world anecdotes, making complex cross-border financial topics approachable for investors and remote workers considering relocation or diversification.

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These podcasts share a similar audience with this podcast:

1. The Mel Robbins Podcast

How many episodes of this podcast are there?

this podcast launched 12 years ago and published 161 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on this podcast include:

1. Bill Holliday

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