Investing With Integrity

Jeff Talarico

If you seek to build a portfolio that reflects not only financial goals but also your core principles, "Investing with Integrity" is the podcast for you. Together, let's explore how wisdom, principles, morals, and integrity can guide us toward a more purposeful and impactful approach to investing all the while exploring how faith-based values and financial decisions can coexist harmoniously. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all." In each episode, we dive into the Kingdom of Biblically Responsible Investing, where we prioritize more than just financial gains. We believe that true wealth goes beyond monetary measures and encompasses the well-being of individuals, communities, and the world. Our goal is to empower you, the listener, with valuable resources and tools to make informed investment decisions that align with your beliefs. Of course, no investment strategy is ever without its challenges, so we will openly discuss the potential drawbacks and risks associated with B.R.I., providing practical tips on how investors can navigate these obstacles while staying true to their values. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all." #bri #kingdommoney #financialeducation #godsmoney #stewardship #generousity @investingwithintegritypodcast *Disclaimer: The content presented in this podcast is for educational and informational purposes only. It does not constitute financial advice, and listeners are encouraged to consult with qualified financial professionals before making any investment decisions. The views expressed on the show are that of the guests and the host and may not be the same views of LaSalle St Securities or LaSalle St Investment Advisors. *

  1. 12/11/2024

    Investing With Integrity - Robert Netzly

    In this episode of the Investing with Integrity podcast, host Jeff Talarico interviews Robert Netzly, CEO and founder of Inspire Investing. They discuss Robert's journey into the financial services industry, the concept of biblically responsible investing, and the suite of faith-based ETFs offered by Inspire. Robert emphasizes the importance of aligning investments with Christian values, addressing concerns about financial performance, and the role of shareholder activism in influencing corporate behavior. The conversation concludes with insights on the future of faith-based investing and encouragement for listeners to examine their own investment portfolios. Key Takeaways Inspire Investing aims to empower Christian investors through biblically responsible investing. Robert Netzly's journey into finance was unconventional, transitioning from youth ministry to investment. Biblically responsible investing seeks to glorify God through financial decisions. Inspires ETFs are designed to be low-cost and aligned with Christian values. Fee compression is a significant topic in faith-based investing, making it more accessible. Investors should be willing to make sacrifices for their values, even if it means lower returns. Shareholder activism can influence corporate policies and promote biblical values. The faith-based investing movement is growing, with more products and awareness emerging. Advisors who ignore faith-based investing may lose clients to those who embrace it. Investors are encouraged to examine their portfolios for alignment with their values.

    35 min
  2. 05/15/2024

    Investing With Integrity - Your Questions Answered

    In this episode, Jeff addresses questions about biblically responsible investing (BRI). He defines BRI as investing aimed at honoring and magnifying God and explains that it involves filtering out companies involved in immoral activities and supporting companies that contribute to human well-being. Talarico emphasizes the importance of BRI for believers, as it aligns with the teachings of Jesus and allows for a holistic lifestyle where faith permeates every aspect of existence. He also discusses the performance of BRI, the difference between owning a company and owning a product, and the misconception that BRI encourages discrimination. Takeaways Biblically responsible investing (BRI) is investing aimed at honoring and magnifying God by filtering out companies involved in immoral activities and supporting companies that contribute to human well-being. BRI is important for believers as it aligns with the teachings of Jesus and allows for a holistic lifestyle where faith permeates every aspect of existence. Research suggests that adopting values-based investment approaches like BRI can positively influence investment performance. Owning a company as a shareholder comes with responsibility for the company's actions, while owning a product does not. BRI does not encourage discrimination, but rather seeks to avoid supporting companies that engage in activism and disregard the beliefs of employees and shareholders.

    20 min
  3. 05/01/2024

    Investing With Integrity - Caleb Callahan

    Caleb Callahan, President of Valmark Financial Group, discusses his journey in the financial services industry and the importance of biblically responsible investing. He shares how he got started in finance and the role of stewardship in managing money. Caleb also talks about the Valmark Global Gift Fund, a donor-advised fund that donates 10% of the company's profits to charities and ministries. He emphasizes the importance of generosity and being led by the Holy Spirit in financial decisions. Caleb addresses the misconception that biblically responsible investing leads to lower performance and highlights the need to prioritize values over financial returns. Caleb Callahan discusses the importance of aligning work with the Kingdom mandate and how doing things God's way can lead to success in business. He emphasizes the need to prioritize wisdom, integrity, and morals over profit in the financial services industry. Caleb also highlights the significance of living out one's faith in the workplace and the impact it can have on others. He encourages the recruitment and engagement of young people, particularly those who love Jesus, into the financial services profession. Takeaways Stewardship is about managing money for the King and seeking His guidance on how to use it. Biblically responsible investing involves aligning investments with Kingdom principles and considering the impact on God's kingdom. Generosity and giving are essential aspects of stewardship and should be prioritized in financial decisions. The Valmark Global Gift Fund donates 10% of the company's profits to charities and ministries, supporting widows, orphans, Christian education, evangelism, and more. Biblically responsible investing does not necessarily lead to lower performance, and there is empirical data to support this. The focus should not solely be on financial returns but on aligning investments with values and principles. Being led by the Holy Spirit and seeking God's guidance in financial decisions is crucial. The impact of biblically responsible investing can have a ripple effect, positively influencing lives beyond the initial donation. Aligning work with the Kingdom mandate can lead to success in business. Prioritize wisdom, integrity, and morals over profit in the financial services industry. Living out one's faith in the workplace can have a positive impact on others. Recruiting and engaging young people, especially those who love Jesus, into the financial services profession is important.

    50 min
  4. 04/17/2024

    Investing With Integrity - Loran Graham

    Summary In this episode of the Investing with Integrity Podcast, host Jeff Talarico interviews Lauren Graham, a published author and financial advisor specializing in faith-based investing. They discuss Loran's journey in the financial services industry, the three-story house analogy for faith-based investing, the importance of stewardship, and the challenges and opportunities in the market. Lauren shares his insights on performance, the fear of embracing faith-based investing, and the future of the industry. Takeaways Faith-based investing is an act of worship and an opportunity to honor God in all areas of life, including finances. Investing should be guided by biblical values and principles, focusing on relationships, outflows (spending and giving), and inflows (earning and investing). Performance is important in investing, but it should be viewed in the context of long-term goals and the stewardship of God's resources. There is a growing demand for faith-based advisors, and younger generations are more open to embracing faith-based investing from the start of their careers. Investing in companies that align with biblical values can have a positive impact on the economy and society as a whole. The market is unpredictable, but historical data shows that it has consistently grown over time, and faith-based investing can be a part of that growth. Get Loran's Book "Investing with Integrity" here: https://www.amazon.com/Investing-Integrity-Expanded-Loran-Graham/dp/0692177078

    46 min

Ratings & Reviews

5
out of 5
3 Ratings

About

If you seek to build a portfolio that reflects not only financial goals but also your core principles, "Investing with Integrity" is the podcast for you. Together, let's explore how wisdom, principles, morals, and integrity can guide us toward a more purposeful and impactful approach to investing all the while exploring how faith-based values and financial decisions can coexist harmoniously. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all." In each episode, we dive into the Kingdom of Biblically Responsible Investing, where we prioritize more than just financial gains. We believe that true wealth goes beyond monetary measures and encompasses the well-being of individuals, communities, and the world. Our goal is to empower you, the listener, with valuable resources and tools to make informed investment decisions that align with your beliefs. Of course, no investment strategy is ever without its challenges, so we will openly discuss the potential drawbacks and risks associated with B.R.I., providing practical tips on how investors can navigate these obstacles while staying true to their values. Join us on this enlightening and transformative journey where we will teach you to put "Wisdom over worth, principles over profit, morals over money, and integrity over it all." #bri #kingdommoney #financialeducation #godsmoney #stewardship #generousity @investingwithintegritypodcast *Disclaimer: The content presented in this podcast is for educational and informational purposes only. It does not constitute financial advice, and listeners are encouraged to consult with qualified financial professionals before making any investment decisions. The views expressed on the show are that of the guests and the host and may not be the same views of LaSalle St Securities or LaSalle St Investment Advisors. *