Stay Wealthy Retirement Podcast

ESG Investing: The Hidden Costs, Real Impact, and How to Avoid the Hype


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ESG investing is exploding in popularity—but it's also a giant, confusing mess.

Over $35 trillion in global assets now follow ESG guidelines. 🤯

But despite the rapid growth, most retirement investors still don't fully understand ESG investing...

...or how to spot legitimate ESG strategies from clever marketing hype.

To help break through the confusion, Liz Simmie joins me to discuss:

➤ What ESG investing is and how it differs from Socially Responsible Investing (SRI)

➤ How retirement savers should evaluate ESG funds, particularly in terms of cost and performance

➤ The #1 data point Liz screens for when evaluating an ESG investment

We also explore how investors can cut through ESG marketing hype to find genuinely responsible investment solutions.

***

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***

EPISODE RESOURCES:

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Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

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