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How to Socially Responsibly Invest
Participating in Socially Responsible Investing: Aligning Your Values with Your Investments Intro: Welcome to our podcast, where we will answer the question: "How do I participate in Socially Responsible Investing (SRI) and invest in-line with my values?" You can also...
Plant-based & Climate Vegan ETF EATV
Revolutionizing Investing for Climate and Impact: The VegTech™ Plant-Based Innovation & Climate ETF Introduction: In this engaging podcast episode, Bill Holiday sits down for an enlightening interview with Elysabeth Alfano, the CEO/CMO of VegTech™ Invest and the...
US SIF Sustainable Investing Trends Report
https://youtu.be/cR-5y1Nkd9E In this episode, I interview Chris Phalen about the USSIF 2020 Sustainable Responsible Impact Investing trends report. Christopher Phalen serves as Research Manager at US SIF. He is responsible for leading research product output such as...
Alternative Energy Investment Options
https://youtu.be/ox4J_1O8TOQ This podcast and video is for informational use only. We are not making investment recommendations. This is not an appropriate investment for everyone. As with any investment, please read the prospectus and...
Jim Simcoe – Simcoe Green Homes
Green Investing and Sustainable Building: A Chat with Jim Simcoe on Values Investor Podcast Dive into the world of sustainable investing and eco-friendly building with episode 33 of the Values Investor podcast, where host Bill Holiday discusses the future of financial...
SRI ESG Conference
https://youtu.be/JggJbhAHqbE I attended the 2019 Sustainable, Responsible, Impact Investing (SRI) conference which took place in Colorado Springs, CO this year (CO in November, they must have gotten a good deal on the hotel). Climate change was a big theme at the...
Shareholder Advocacy at Risk
AIO Financial (https://aiofinancial.com) is an active participant in shareholder advocacy on behalf of our clients. Shareholder advocacy provides a way for company owners (shareholders) to make real impacts in companies. Advocates can address: climate...
Calvert Socially Responsible Index Mutual Funds
Exploring Responsible Investing with Calvert Investments A Dive into Sustainable Investing and Index Funds Episode 25 of Ask a Fee Only Financial Planner Podcast Introduction Welcome to the Ask a Fee Only Financial Planner podcast, episode number 25, brought to you by...
Retired and Volunteering on the Mexican Border
https://youtu.be/J_UXtM5qo3c Background Where are you from? I am originally from a little town in Minnesota – St. Michael, Minnesota. I left that community when I was around 19 and lived in different parts of the country. I grew up on a farm. How long have you been in...
Tax Deduction for Charitable Contributions
https://youtu.be/T3fyHBaJfu8 When you are calculating the amount of tax you owe the federal government, you sum up all of your income sources and deduct either an itemized deduction amount or the standard deduction, whichever is higher. The itemized deduction amount...
Giving Green – Recommendations to Effectively Fight Climate Change
https://youtu.be/QmxlSVcBU1Y Dan Stein is the Chief Economist at IDinsight. As Chief Economist, Dan is responsible for setting and maintaining technical standards throughout the organization, developing new projects and partnerships, and helping manage a team of...
Effective Altruism with Charlie Bresler of The Life You Can Save
https://youtu.be/tpj_kaoQleQ Charlie Bresler – The Life You Can Save (https://www.thelifeyoucansave.org/) You have an interesting story- do you mind talking a little more about how you became the director of The Life You Can Save? Sure. I’m not sure where to begin...











