The WIN Podcast, What’s Important Now

The Moral Assessment (EP. 16)

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People often think, that when investing, we should only care about the economic returns.

But the truth is these investments can have negative consequences in other aspects that could impact employees and the environment.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains why it’s crucial to consider our values before making any financial decisions, as these could negatively affect others.

Corey discusses:

  • How our morals can affect our investment strategies
  • The role of Environmental, Social, and Corporate Governance (ESG) and Biblical Responsible Investing (BRI) when it comes to incentivizing projects that don’t harm people and the environment
  • The importance of getting to know your clients’ values before providing advice 
  • The importance of communication between advisors and clients
  • And more!

    • Resources:

    • “Stop Doing Dumb Things With Your Money” – by Corey Heimensen

      • Connect with Corey Heimensen:

      • (712) 472-3867
      • Toll-Free: 800-657-4316
      • LinkedIn: Corey Heimensen
      • Heimensen Wealth Advisors 
      • Facebook: Heimensen Wealth Advisors
        • ...more
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        The WIN Podcast, What’s Important NowBy Corey Heimensen