Many time with think of being impactful with our money mean giving to our favorite non-profit or religious organization or how we spend our money. Both of these ways of making impact with our dollars is fantastic and thoughtful. In this episode of the podcast, I want you to challenge yourself to think one step further to how you invest and follow your the path to your financial goals – what impact are the companies that you are invested in making? Do they align with your values? Do you even know the underlying companies that you are invested in?
Pause for a second and think to yourself…
You use reusable bags, you love trees, you believe in equal pay, you don’t want the products you buy to be made in a sweat shop, you would like generations to come to enjoy the beautiful planet we live on, and/or you would really appreciate your data to be private – I mean how do the ads on your social media know you want something even before you say it?
These are all topics that fall in line with sustainable investing or as sometimes referred to as ESG investing – environmental, social, and governance. Our guest on today’s podcast is Jason Hoody from LPL Financial’s Research Team. Jason strictly works on growing the sustainable investing education and research to advisors and end investors at LPL. Who is LPL? They are a broker dealer and specifically the one we partner with at Forethought Planning. One of the reasons I chose to partner with LPL was their focus on sustainability as well as diversity, equity, and inclusion.
Jason and I spend some time diving into a brief history of sustainable investing. Then we discuss hot topics that have definitely impacted us in 2020 and how sustainable investing may be making a push forward in positive directions to support social and environmental topics that have especially graced the headlines. So, if any of the topics above that I mentioned strike a cord with you…then give it a listen.
Full video format linked below or listen to the podcast on Buzzsprout linked below as well.
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