Stay Wealthy Retirement Podcast

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


Listen Later

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

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

Stay Wealthy Retirement PodcastBy Taylor Schulte, CFP®

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

622 ratings


More shows like Stay Wealthy Retirement Podcast

View all
Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

453 Listeners

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

Your Money, Your Wealth

803 Listeners

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

Retirement Answer Man

1,318 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

447 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

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

The Retirement and IRA Show

746 Listeners

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

Big Picture Retirement®

534 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

804 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

189 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

558 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

150 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

855 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners