Ep 79: Aligning Your Investments With Your Values

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Kandungan disediakan oleh Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP®. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®, Kevin Kroskey, Tyler Emrick, and CFA® CFP® atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

3+ y ago 25:55

MP3•Laman utama episod

Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria.

Don't like fossil fuels, weapons, or pornography? Want to focus on companies that have diverse boards, executive teams, and overall workforce? Have religious beliefs you want to follow when it comes to investing? Then ESG may be right for you.

Hear Kevin discuss solutions for those seeking to align their investments to their ESG values and discuss challenges and investment considerations in doing so. He'll also share several recent client examples that have pursued ESG investing.

What we discuss on this episode:

1:07 - Watching the Olympics

3:26 - Why ESG has become a trendy conversation

8:46 - Where do you draw the line?

12:38 - Picking investments

17:26 - Challenges with ESG

22:04 - How many clients prioritize this?

Contact:

True Wealth Design Website: http://www.truewealthdesign.com/

Call: 855-893-7526

Schedule: http://bit.ly/calltruewealth

168 episod

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