144. How to Invest for More than Financial Returns: How to Consider Societal Values Too

Progressive Pockets: a podcast about the untapped power of our wallets to build the world we want

Send us a text

Long gone are the days when investors left their societal values at the door. These days, most investors want to invest with their environmental and social values in mind.

If you are a financial advisor, you may feel intimidated or skeptical about how to serve clients who want you to incorporate their societal values into their financial plans.

This week’s episode provides simple suggestions to guide advisors (or DIY investors!) on how to incorporate values aligned principles into how they serve their clients.

Links from today’s episode:

‘Not just money and math’: Young people are willing to sacrifice returns for ESG | CNBC Aug 2023

https://www.cnbc.com/2023/08/27/not-just-math-and-numbers-young-people-are-willing-to-sacrifice-returns-for-esg.html

The ESG Generation Gap: Millennials and Boomers Split on Their Investing Goals | Nov 2022

https://www.gsb.stanford.edu/insights/esg-generation-gap-millennials-boomers-split-their-investing-goals

Beyond Returns: The Rise Of Values-Aligned Investing | Forbes May 2023

https://www.forbes.com/sites/forbesbusinesscouncil/2023/05/26/beyond-returns-the-rise-of-values-aligned-investing/

ICYMI another episode you might enjoy:

Episode #120 Where can I find an advisor to help me invest according to my societal values?

Episode#124 What to ask a financial planner if you want them to consider your societal values

Connect With Genet “GG” Gimja:

Website https://www.progressivepockets.com

Twitter https://twitter.com/prgrssvpckts

Work With Me:

Email [e-mail] for brand partnerships, business inquiries, and speaking engagements.

Easy Ways to Support the Show

1. Send this episode to someone you know! Word of mouth is how podcasts grow!

2. Buy me a coffee (or a soundproof panel!) https://buymeacoffee.com/progressivepockets

3. Leave a 5 star rating and review for the show!

//NO AI TRAINING: Any use of this podcast episode transcript or associated show notes or blog posts to “train” generative artificial intelligence (AI) technologies to generate text is expressly prohibited. This includes, without limitation, technologies that are capable of generating works in the same style or genre as this content. The author reserves all rights to license uses of this work for generative AI training and development of machine learning language models//

Support the show