Financially Intentional

Conversations with a CFP, Vol. 33 - An Introduction to Responsible Investing


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We are joined by our new CFP Marie Thomasson of Modern Assets. We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing. We cover:

  • The history of Socially Responsible/Sustainable Investing
  • How climate change sparked ESG investing
  • Fees and returns in ESG portfolios
  • Why the fees are higher
  • Transition to Impact Investing

We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form

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Learn more about Marie by visiting her website

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To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp

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Financially IntentionalBy Naseema McElroy

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