Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Business:Investing
Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria.
Don't like fossil fuels, weapons, or pornography? Want to focus on companies that have diverse boards, executive teams, and overall workforce? Have religious beliefs you want to follow when it comes to investing? Then ESG may be right for you.
Hear Kevin discuss solutions for those seeking to align their investments to their ESG values and discuss challenges and investment considerations in doing so. He'll also share several recent client examples that have pursued ESG investing.
What we discuss on this episode:
1:07 - Watching the Olympics
3:26 - Why ESG has become a trendy conversation
8:46 - Where do you draw the line?
12:38 - Picking investments
17:26 - Challenges with ESG
22:04 - How many clients prioritize this?
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth
More Episodes
2023-02-23
607
2023-02-09
488
2023-01-26
550
2023-01-12
531
2022-12-21
571
2022-12-08
457
2022-11-10
509
2022-10-13
547
2022-09-08
520
2022-08-25
625
2022-08-11
512
2022-07-28
623
2022-07-14
611
2022-05-26
654
Get this podcast on your
phone, FREE
