In this episode,  Dr. Jay sits down with Pete Krull, a pioneer in sustainable investing, to unpack what it really means to align your money with your values. They explore how ESG has become politicized, what the media gets wrong about ethical investing, and why ‘green hushing’ might be the most honest thing happening in finance right now.

Whether you’re new to ESG or skeptical of it, this episode offers a grounded, practical look at how your portfolio can reflect the future you want to see—without losing sight of performance.

Chapters

00:00 Investing with Values: An Introduction
01:11 The Political Landscape of Sustainable Investing
03:05 Understanding ESG: Definitions and Misconceptions
06:50 The Shift to Sustainable, Resilient, and Innovative Investing
10:20 Balancing Growth and Sustainability
12:43 The Complexity of Ethical Investing
15:50 Navigating Investment Choices and Trade-offs
19:53 The Long-term Perspective on Sustainable Investing
22:58 The Process of Building a Sustainable Portfolio
27:29 Green Hushing: The Quiet Shift in ESG Practices
29:39 Conclusion and Resources for Sustainable Investing

Mentioned in this Episode:
- Pete Krull from Earth Equity Advisors: wwww.earthequityadvisors.com
- Sustainable Investing by Pete Krull: https://www.sustainableinvestorbook.com
- Earth Equity Advisors Facebook Page: https://www.facebook.com/EarthEquityAdvisors
- Connect with Pete on LinkedIn: https://www.linkedin.com/in/pkrull/
- Pete's Podcast, My Dollars & Change: https://www.earthequityadvisors.com/dollars-change/

The Childfree Wealth Podcast, hosted by Bri Conn, CFP®, and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of Childfree individuals and couples.

Like the show? Leave us a rating & review!

If you want to join the conversation, email us at [email protected], follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!

Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.

Instagram: @childfreewealth

Facebook: @childfreewealth

LinkedIn: @childfree-wealth

YouTube: @ChildfreeWealthPodcast

Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.