Episode 166 - From Heart Change to Action w/ John Coleman
Feb 26, 2024
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From heart change to action in faith-driven investing, exploring practical steps for investors to engage in the movement. Highlighting the momentum and progress in faith-driven investing in 2024, navigating sudden wealth, investing in culturally impactful content creation, and exploring stories and insights in faith-driven investing.
Understanding the spectrum of values-based investing is crucial for aligning investment decisions with personal beliefs.
Deep dives
Importance of Taking Action in Faith-Driven Investing
In the faith-driven investing movement, it is crucial to move beyond just a heart change and take tangible actions. Christians are encouraged to put their beliefs into practice by actively engaging in investing. While the podcast does not prescribe specific actions, it delves into key themes discussed by leaders in the faith-driven investing arena. The discussion centers on practical steps and actionable takeaways for investors to initiate their involvement in the movement.
Understanding Values-Based Investing Spectrum
A significant focus during the FDI conference was on clarifying the spectrum of values-based investing, with primary avenues being market-rate returns, concessionary or impact investing, and philanthropic giving. Transparency about the intended return and risk profiles aligning with values is pivotal. The podcast emphasizes the need for investors to understand where they stand on the spectrum and to be deliberate about integrating values into their investment decisions to align with their beliefs.
Guidance for Managing Sudden Wealth in Faith-Driven Investing
The podcast highlights the story of Dana and Bill Wichterman, who effectively navigated a significant inheritance to impact the faith-driven investing ecosystem positively. It underscores the importance of cultivating the right mindset and values when managing sudden wealth to avoid potential pitfalls. Advising listeners to assess their financial goals, balance between investment and philanthropic endeavors, and engage a values-aligned financial advisor for strategic stewardship.
Expanding Opportunities for Mainstream Faith-Driven Investing
The episode explores the evolving landscape of faith-driven investing, indicating a growing range of opportunities for investors to integrate their Christian values into traditional investment portfolios. There is a shift towards offering competitive and cost-effective products in public markets, facilitating access to faith-driven investing for mainstream retail investors. The narrative encourages individuals to engage with financial advisors to explore faith-aligned investment options across various asset classes, fostering ground-up demand for integrating Christian values into investment strategies.
The Faith Driven Investing Movement always starts with heart change, but it shouldn’t end there. Christians are called to take action. We put our hands and feet in motion in response to God’s transformation in our lives.
A lot of Faith Driven Investors believe that, but many of us struggle with a practical question.
Where do we start?
This is not a prescriptive or presumptuous movement, but in this podcast episode, we want to hone in on some of the themes and ideas people have been talking about this year and give you some practical and actionable takeaways.
John Coleman will join Richard Cunningham for an in depth look at how investors around the world can start to get in the game.
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