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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.
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
✏️ View the Episode Show Notes
By Taylor Schulte, CFP®4.7
622622 ratings
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.
***
2025 TAX CHEATSHEET
Subscribe to the Stay Wealthy Retirement Newsletter!
As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).
You'll also receive weekly retirement and investing tips from yours truly.
👉 Click here to subscribe and grab your cheatsheet.
***
EPISODE RESOURCES:
📊 Get Your FREE Retirement & Tax Analysis!
✏️ View the Episode Show Notes

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