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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Giving Green – Recommendations to Effectively Fight Climate Change
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 technical experts. Dan is...
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...
Effective Altruism with Charlie Bresler of The Life You Can Save
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 exactly… I have always...
Unitarian Universalist Common Endowment Fund – Impact Investing
Tim Brennan served as Treasurer and Chief Financial Officer of the Unitarian Universalist Association – he has been part of the UUA’s Investment Committee, Socially Responsible Investing Committee, Retirement Plan Committee, and the UUA Health Plan Board of Trustees....
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...
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...
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...
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...
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...
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...
Impact Financial Planners’ Financial Advisors Bill Holliday, CFP and Jason Pfau, Wealth Manager
In this episode, we introduce the Impact Financial Planners’ Financial Advisors Bill Holliday, CFP and Jason Pfau, Wealth Manager. Here is the transcript for this episode: Alright thanks for joining usThis is impact financial plannersAnd we thought we'd just...
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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