Financially Intentional

Conversations with a CFP, Vol. 41 - Socially Responsible Investing through ESG Funds


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In this episode, me and my guest, Marie Thomasson of Modern Assets is back to discuss how to invest socially responsibly through ESG funds, and how other topics we’ve covered can help impact change for your retirement investment. We cover:

  • What is an ESG 
  • Returns from ESG vs Mutual Funds now
  • How to find ESG Funds
  • Impacting change by asking for your preferred investment fund

Links mentioned in the episode:

CFP Episode 34 - Saving Money Socially Responsibly, The Easy Way

Retirement Plans: Last Week Tonight with John Oliver

Nurses on Fire Episode with Blooom Founder, Chris Costello

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Financially IntentionalBy Naseema McElroy

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