Episode 108: How to Invest Intentionally with Lindsey Woodward

Episode 108: How to Invest Intentionally with Lindsey Woodward

Employee Benefits
Employee Benefits
Episode 108: How to Invest Intentionally with Lindsey Woodward
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This week I sat down with Lindsey Woodward, CFP® to talk about how to align your money with your values by investing intentionally. 

Lindsey is a financial advisor at Abacus Wealth Partners, which provides fee-only, comprehensive financial advice to help individuals, families and foundations. Lindsey is dedicated to helping the people she works with align their money with their goals and values. She serves on the Abacus Wealth Partners Investment Committee and is a co-leader of the Los Angeles chapter of WISE (Women Investing for a Sustainable Economy).

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • What is meant by “values informed” investing
  • Where to get started with investing intentionally
  • How Environmental, Social and Governance (ESG) play a role in investing
  • The reason a portfolio is screened
  • Comparing and contrasting divestment, investment and engagement
  • How to engage with companies you own shares in
  • Tools for you when investing intentionally
  • Different platforms and portfolios you can invest intentionally
  • Action items to increase ESG options within your 401k
  • What to consider when using your brokerage accounts with ESG portfolios
  • The different types of holdings you should have in your portfolio
  • The biggest benefit of investment diversification
  • How to align your money with your values if you don’t have money to invest right now
  • How you can bank responsibly through a Community Development Financial Institution (CDFI)
  • How micro-loans play in an overall financial strategy
  • A myth attached to ESG funds

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH LINDSEY AND LET HER KNOW YOU HEARD ABOUT HER HERE

ENJOY THE SHOW?

Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn

Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn

Giving Back
Giving Back
Episode 29: How to Think Bigger and Create Change in the World with Pat Flynn
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HOW DO I FIT DONATIONS INTO MY FINANCIAL JOURNEY?

This week I sat down with entrepreneur, blogger and podcaster, Pat Flynn.

Pat is the crash test dummy of online business. He experiments to find out what works, and what doesn’t online. He’s a dad and a husband, and the proud owner of SmartPassiveIncome.com, a website dedicated to helping people discover how to do business online and take their existing businesses to the next level.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • Why Pat continues to celebrate his “Let Go” Day each year
  • How practicing gratitude can impact your life
  • How the serve first mentality can influence your path and the relationships you build
  • The different forms that Giving Back can take and how you can incorporate in into your personal and professional life
  • How and where Pat is pulling inspiration to go bigger and better with his giving back
  • How you can involve your spouse and children in your giving back strategy
  • Which can be the most impactful – giving back of time or money
  • How your passion and charitable giving goals can evolve over time
  • If you need to be financially successful in order to begin giving back
  • How a separate account for charitable giving can keep you on track with your financial goals
  • Why asking the right questions is important to your finances

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH PAT AND LET HIM KNOW YOU HEARD ABOUT HIM HERE!

ENJOY THE SHOW?