by Bill | Sep 23, 2020 | podcast, Uncategorized
Welcome to AIO, Linda Stratton! In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team. Linda Stratton was born... 
by Bill | Sep 9, 2020 | podcast, Uncategorized
Charlie Bresler – The Life You Can Save (https://www.thelifeyoucansave.org/) You have an interesting story- do you mind talking a little more about how you became the director of The Life You Can Save? Sure. I’m not sure where to begin exactly… I have... 
by Bill | Aug 26, 2020 | Uncategorized
Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee, and the UUA Health Plan Board of Trustees.... 
by Bill | Sep 27, 2019 | Uncategorized
AMA Financial Advisors (https://amafinancialadvisors.com/) is a fee-only (fiduciary) financial planning for professional athletes and entertainers. We work with athletes and entertainers during all phases for their careers – from starting out to well into retirement....