Financially Intentional Conversations with a CFP, Vol. 33 - An Introduction to Responsible Investing
We are joined by our new CFP Marie Thomasson of Modern Assets. We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing. We cover:
- The history of Socially Responsible/Sustainable Investing
- How climate change sparked ESG investing
- Fees and returns in ESG portfolios
- Why the fees are higher
- Transition to Impact Investing
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Learn more about Marie by visiting her website
To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp
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