Our Blog
Investing to Address Climate Change
In this blog/podcast/video I will discuss how Climate Change can be addressed through Socially Responsible Investing (SRI). This includes but isn’t limited to fossil fuel divesting and shareholder advocacy. See our video here. What is SRI? SRI is a way to...
Socially Responsible 401k
Greening Your 401(k): SocialK's Rob Thomas on ESG Retirement Plans Introduction: Welcome to another exciting episode of the Impact Financial Planners podcast. In this episode, we dive deep into the world of environmentally and socially responsible investing in...
Solutions with Sonya
Breaking Down Barriers: How to Integrate ESG Factors in Financial Services Introduction: In a world where investors are increasingly conscious of the social and environmental impact of their portfolios, there's a growing need for financial service firms to adapt to...
Investing in a Social Fund
In this episode, we delve into the world of socially responsible investing with a focus on Mbu Capital's innovative Social Bond Fund. Hosted by Bill Holiday, this podcast series is brought to you by AIO Financial, a fee-only financial planning firm dedicated to...
Carbon Collective interview
In this episode, I have an interview with Zach Stein a Cofounder of Carbon Collective. The goal of the Carbon Collective is to help use investments to solve climate change.
They divest from fossil fuel companies and reinvest in climate solutions.
David Miller, Iroquois Valley Farms
Exploring Iroquois Valley Farms: A Restorative Farmland Finance Company Introduction Welcome to the latest episode of the Impact Financial Planners podcast. In this episode, we'll dive into a conversation with Alex McKay, the Director of Business Development and...
Greenbacker Renewable Energy Investment
Episode 19: Exploring Alternative Investments - Green Backer Renewable Energy Company Introduction: Hosted by Bill Holiday Brought to you by AIO Financial, a fee-only financial planning firm at AIOFinancial.com Focus on providing personal financial knowledge for...
Responsible Credit Cards
https://youtu.be/kijTzZn2g_Y Why Switch to a Responsible Credit Card When you open a credit card, your fees go to the issuing bank. This includes: fees merchants pay for each purchase, interest on your balance, annual fees, balance transfer fees, and late fees. The...
TriLinc Global Alternative Investment
TriLinc Global Impact Fund: Investing in Positive Change Are you looking for a unique investment opportunity that not only offers financial returns but also contributes to positive societal and environmental changes? TriLinc Global Impact Fund might be the answer...
Socially Responsible Investment Performance vs Traditional Investments
Socially Responsible Investments (SRI) vs. Traditional Index Investments: A Performance Comparison Introduction: Many investors want to align their investments with their values by choosing socially responsible investments (SRI), but they often worry about sacrificing...
Joe Saul-Sehy on Socially Responsible Investing
This episode is an interview of the SRIESG podcast host, Bill Holliday, by Joe Saul-Sehy. Exploring Socially Responsible Investing - A Podcast Discussion Introduction: Welcome to the Values Investors podcast with Bill Holiday. In this episode, Bill delves into the...
Jon Bishop – Envest Microcredit
In this episode, we interview Jon Bishop of Envest Microcredit. Exploring the World of Impact Investing with John Bishop from Invest Microfinance Introduction: In this episode of the Values Investors podcast, we dive into the world of microfinance and impact...












