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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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...
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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Environmental Investing with Green Century

Environmental Investing with Green Century

In this episode, I interview Jared Fernandez from Green Century. Jared Fernandez spent his professional life working to better our national food system. Conventional agriculture is carbon intensive and national food policy prioritizes feeding cattle over communities –...

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Investing in the Next Economy

Investing in the Next Economy

This interview podcast and video are with Garvin Jabusch, Green Alpha Advisors about investing in the next economy.   Here is the transcript of this episode: In this episode I'm gonna interviewGarvin Josh from the green alphaadvisors firm they have an...

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Make a positive impact with your investments

Make a positive impact with your investments

Holly Testa – Director of Shareowner Engagement for First Affirmative Financial Network In this podcast and video, I interview Holly Testa, AIF, the Director of Shareowner Engagement for First Affirmative Financial Network. First Affirmative is an SEC registered...

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As You Sow – Shareholder Advocacy

As You Sow – Shareholder Advocacy

This interview podcast and video is with the As You Sow CEO Andy Behar. Andy has 30 years of experience as a Senior Executive and strategist in the cleantech, communications, and life science sectors. He served as COO for a social media agency focused on...

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Socially Responsible Investing News

https://www.nytimes.com/2018/08/24/opinion/sunday/wealth-philanthropy-fake-change.html Beware Rich People Who Say They Want to Change the World Society’s winners can seem so generous, until you consider what they’re really selling....

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The Stock Market Explained

I just watched an episode in the Netflix series Explained about the stock market (season 1, episode 7). It is a great argument for investing in ESG (Environmental, Social, Governance) Investments (also known as Impact Investing Funds or Socially...

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Impact Investing on the internet

Impact Investing on the internet

The following are a few stories about impact investing found on-line: Uravu's technology to convert atmospheric moisture into drinkable water will be available for personal use in about 2020. This is not a new technology but it has not been available for...

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Impact Investing in Action

Impact Investing in Action

This blog is a summary of some of the recent articles related to Environmental, Social, and Governance (Impact) Investing. Ireland is the first country in the world to completely divest from fossil fuels after votes from Ireland's politicians to move all...

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Why its so hard to invest with a social conscience

Why its so hard to invest with a social conscience

Investing with a Social Conscience A recent article came out in the NY Times, "Why its so hard to invest with a social conscience" and I wanted to comment on it. Demand for SRI: They point out that there are many good reasons to participate in sustainable...

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