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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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... 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...

Mapping the Future of Responsible Investing

Two presentations from the Sustainable, Responsible, Impact Investing Conference. There are very few Sustainable, Responsible, Impact 401ks Getting Environmental, Social, Governance (ESG) in 401ks is difficult Need to get in front of CEOs Almost no SRI...

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ESG Integration into a Portfolio

Two presentations from the Sustainable, Responsible, Impact Investing Conference. ESG Integration into a Portfolio Advantages and differences in using environmental, social and governance (ESG) factors in both active and passive investments, as well as...

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SRI / ESG Mutual Fund Ratings

Things Everyone Should Know About Mutual Fund SRI/ESG Rating Environmental, Social, Governance (ESG) and Socially Responsible Investing (SRI) Ratings, reporting, and data sets are increasingly available and used to help investors understand how different...

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Sustainable Development Goals (SDGs): the Future

Three presentations from the Sustainable, Responsible, Impact Investing Conference. Sustainable Development Goals (SDGs): Roadmap to a Truly Sustainable Future For the first time, we all have a universal framework within which every company and every...

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The Cost of a Climate Change

A presentation from the Sustainable, Responsible, Impact Investing Conference. The Cost of a Climate Change The cost of climate change, to just address energy demand over the next 20 years, has been estimated at over $67 trillion. Non-energy costs...

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TIAA Receives New York Subpoena on Sales Practices

IN THE PRESS TIAA Employees Pressured to Sell Products This NY Times article is about the complaint that was filed by former TIAA employees stating that they pressured to sell products that generated more income for TIAA but the recommendations were more costly to...

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Sustainable, Responsible, Impact Investing Conference

I recently attended the 28th annual Sustainable, Responsible, Impact Investing Conference. There were about 800 participants. It was great to see how large the conference has grown over the past 28 years. #AllinForImpact was the hashtag for the conference...

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