Impact Financial Planners Podcast & Blog

Our podcast and blog are focuses on Impact Investing. Our youtube channel can be found here. Please subscribe.

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Ethos Investment Impact Evaluation

In this episode, Bill interviews Luke Wilcox from Ethos. Luke is the founder and CEO of Ethos. Ethos is a platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate...

YourStake Investment Impact Reporting

In this episode, Bill interviews Gabe Rissman from your YourStake.   Gabe is the president of YourStake. Gabe’s background in data science comes from studying computational astrophysics at Yale, with his thesis focus on dark matter. He has experience...

Chartered SRI Counselor – CSRIC

In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert.  You can see our video at: https://youtu.be/oVoNCAE6VH0 I...

AffirmativESG – Customized Sustainable Responsible Impact Investing Investment

In this episode, I discuss a new Sustainable Responsible Impact Investment tool called AffirmativESG.   It provides you with a customized portfolio of individual stocks that meet your Environmental, Social, Governance (ESG) criteria. Curated portfolios of...
Ethos Investment Impact Evaluation

Ethos Investment Impact Evaluation

In this episode, Bill interviews Luke Wilcox from Ethos. Luke is the founder and CEO of Ethos. Ethos is a platform for investors and consumers to align their spending with the causes they care about, including racial justice, workplace safety, climate...

read more
YourStake Investment Impact Reporting

YourStake Investment Impact Reporting

In this episode, Bill interviews Gabe Rissman from your YourStake.   Gabe is the president of YourStake. Gabe’s background in data science comes from studying computational astrophysics at Yale, with his thesis focus on dark matter. He has experience...

read more
Chartered SRI Counselor – CSRIC

Chartered SRI Counselor – CSRIC

In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert.  You can see our video at: https://youtu.be/oVoNCAE6VH0 I...

read more
One Tree Planted – Effective Altruism

One Tree Planted – Effective Altruism

In this episode, I interview Diana Chaplin from One Tree Planted. We discuss how this non-profit organization focuses on global reforestation and fighting climate change.     How did One Tree Planted start? One Tree Planted started in 2014 – Our founder, Matt Hill,...

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New Fee Only Certified Financial Planner at AIO

New Fee Only Certified Financial Planner at AIO

Welcome to AIO, Linda Stratton!   In this episode, I interview our newest financial advisor Linda Stratton. She’s a certified financial planner, an enrolled agent, and has her MBA. We are so excited to have her joining the AIO team.   Linda Stratton was born...

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