Identifying Climate Risk: Preparing Clients for a Changing World – Dan Carreno [Founder]

Smarter Planner Podcast

In this episode, host Belle Osvath, CFP®, speaks with Dan Carreno, cofounder of 0-Six Impact Partners and cohost of the Rewilding Wall Street podcast. They explore the critical intersection of climate change and financial planning, discussing how extreme weather events impact insurance costs and property values. Dan shares his personal experiences and emphasizes the importance of financial planners addressing these emerging risks and educating their clients.

  • Financial Planning in the Age of Climate Change paper: https://osixpartners.com/blog-4-1/financial-planning-in-the-age-of-climate-change
  • U.S. Treasury paper: https://home.treasury.gov/system/files/136/Climate_Change_Household_Finances.pdf
  • Dan's LinkedIn: https://www.linkedin.com/in/carreno-colorado/

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

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