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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Sustainable Responsible Impact Investing

In this episode, I discuss Sustainable, Responsible, Impact Investing. AIO Financial (fee only financial planners) specializes in Socially Responsible Investing (SRI).  The following is an introduction to SRI. Sustainable, Responsible, Impact Investing (SRI) Growth of...

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...
Retired and Volunteering on the Mexican Border

Retired and Volunteering on the Mexican Border

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 Tucson? I am going on my...

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Sustainable Responsible Impact Investing for nonprofits

Sustainable Responsible Impact Investing for nonprofits

Socially Responsible Investing (SRI) for Nonprofits   Sustainable, Responsible, Impact Investing (SRI) (also known as socially responsible, sustainable, socially conscious, green, value, impact and ethical investing) continues to grow at a faster pace than...

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YourStake.org Shareholder Advocacy

YourStake.org Shareholder Advocacy

  There are two components of YourStake: portfolio impact reporting and a petition platform.   PORTFOLIO IMPACT REPORTING One is portfolio impact reports for financial advisors.  It’s a way to show clients what their investments are doing in the world. It evaluates a...

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Investments to Fight Climate Change

Investments to Fight Climate Change

Investments can be used to combat climate change. Climate change can be addressed using the investment strategy of Sustainable, Responsible, Impact (SRI) investing. SRI is an investment strategy consisting of screening (positive and negative), shareholder advocacy and...

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Greenbacker Solar Investments

Greenbacker Solar Investments

In this episode, I interview Brett Tomach from Greenbacker Renewable Energy Company. Greenbacker offers investments in alternative energy (solar and wind) and in renewable energy in opportunity zones. They buy renewable energy facilities and sell the energy in long...

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Financial Planning Mistakes made by Actors

Financial Planning Mistakes made by Actors

In this episode, we discuss financial planning mistakes made by actors. We are looking at financial issues for people who have inconsistent high income. We discuss major issues and mistakes that are commonly made.   Here is the transcript for this episode:  We're...

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Pax Ellevate Global Women’s Leadership Fund (PXWEX)

Pax Ellevate Global Women’s Leadership Fund (PXWEX)

In this episode, I interview Jenifer Cannon, the Vice President, Business Development, at Impax Asset Management LLC and Pax Ellevate Global Women’s Leadership Management. We discuss the Pax Ellevate Global Women’s Leadership Fund (PXWEX) which uses a gender screening...

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Impact Investing Trends and Updates

Impact Investing Trends and Updates

In this episode, we discuss Sustainable, Responsible Impact Investing Trends and Updates. We review the USSIF bi-annual report and the As You Sow proxy voting summary. Here is the transcript for this episode: In this episode we're going to talk about sustainable,...

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Financial Advice for LA Residences

Financial Advice for LA Residences

In this episode, we discuss some financial issues unique to people living in Los Angeles including: home prices, rent, probate, capital gains on homes, earthquake insurance, and 1035 exchanges.   Here is the transcript for this episode: Do you live in Los Angeles...

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Randomized Studies Maximize Impact

Randomized Studies Maximize Impact

In this episode, I interview Claire Walsh of J-PAL. J-PAL is a network of professors who do research to insure that policy (broadly around poverty reduction) are informed by scientific evidence. The Abdul Latif Jameel Poverty Action Lab (J-PAL) is a global research...

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