42 min
True Money Alignment Health, Wealth and the Pursuit of Happiness
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- Mental Health
Intentionally living from your heart comes in many forms, shapes, and sizes.
When it comes to your money, intentionally spending, saving and investing should also be from your heart. That means to be congruent with who you are and how you intend to live authentically. Sounds simple, but for many it’s not so easy.
You have to know your true self … your true nature ... the essence of who you are. When you know this, be sure you are living your fullest life in alignment with that; including how you are investing your money.
There are many ways to do this. One often overlooked or unknown option is investing your money with companies that are doing things in the world that align with the changes you want to see in the world. There are many great companies, B Companies for example, that are on a mission to not only grow profitably, but effect great change in the world as well.
In this episode, we interview Kathleen Lindquist, CFP®, who has built a niche through Socially Responsible Investing (SRI) to help clients align their money with their deeper held values to effect positive change in the world.
Learn more by listening to what she is doing and how she is helping her clients contribute a better world.
To your inspired living!
What We Discuss:
• What are Socially Responsible Investing, Impact Investing and Sustainable Investing?
• Putting your money where your heart is
• How Kathleen got started in Socially Responsible Investing (SRI) through her sister
• The early days of boycotting companies that were “bad actors” in the public markets
• The shift from negative impact to positive impact in the world
• The advantage SRI portfolio companies have in terms of research
• Knowing who the right client is for SRI portfolio option
• Examples of companies that have gone through more scrutiny by mutual funds
• How mutual fund companies with SRI funds are impacting company policies
• Understanding the Environmental, Social and Governance (ESG) lens
• The next 2-5 years in socially responsible and impact investing
• Gender diversity requirements now stipulated by certain mutual funds
• SRI as investing done right
Supporting Resources:
• Kathleen’s contact info: kathleen@sandiegowealth.com
• Our firm website: www.sandiegowealth.com
• The Forum for Sustainable and Responsible Investment
Intentionally living from your heart comes in many forms, shapes, and sizes.
When it comes to your money, intentionally spending, saving and investing should also be from your heart. That means to be congruent with who you are and how you intend to live authentically. Sounds simple, but for many it’s not so easy.
You have to know your true self … your true nature ... the essence of who you are. When you know this, be sure you are living your fullest life in alignment with that; including how you are investing your money.
There are many ways to do this. One often overlooked or unknown option is investing your money with companies that are doing things in the world that align with the changes you want to see in the world. There are many great companies, B Companies for example, that are on a mission to not only grow profitably, but effect great change in the world as well.
In this episode, we interview Kathleen Lindquist, CFP®, who has built a niche through Socially Responsible Investing (SRI) to help clients align their money with their deeper held values to effect positive change in the world.
Learn more by listening to what she is doing and how she is helping her clients contribute a better world.
To your inspired living!
What We Discuss:
• What are Socially Responsible Investing, Impact Investing and Sustainable Investing?
• Putting your money where your heart is
• How Kathleen got started in Socially Responsible Investing (SRI) through her sister
• The early days of boycotting companies that were “bad actors” in the public markets
• The shift from negative impact to positive impact in the world
• The advantage SRI portfolio companies have in terms of research
• Knowing who the right client is for SRI portfolio option
• Examples of companies that have gone through more scrutiny by mutual funds
• How mutual fund companies with SRI funds are impacting company policies
• Understanding the Environmental, Social and Governance (ESG) lens
• The next 2-5 years in socially responsible and impact investing
• Gender diversity requirements now stipulated by certain mutual funds
• SRI as investing done right
Supporting Resources:
• Kathleen’s contact info: kathleen@sandiegowealth.com
• Our firm website: www.sandiegowealth.com
• The Forum for Sustainable and Responsible Investment
42 min