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

Ep 79: Aligning Your Investments With Your Values


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.4
  • 4.4
  • 4.4
  • 4.4
  • 4.4

4.4

26 ratings


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

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

775 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

734 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,286 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

438 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

497 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

523 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

656 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

551 Listeners

The Long View by Morningstar

The Long View

877 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

791 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

131 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

750 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

168 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners