Impact Financial Planners Podcast | Socially Responsible Investing, Green, Values, ESG, Impact, Sustainable, Ethical Investments Podcast Episodes Online | Radio and Podcast

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Impact Financial Planners Podcast | Socially Responsible Investing, Green, Values, ESG, Impact, Sustainable, Ethical Investments Podcast Episodes Online | Radio and Podcast

Episodes

50 of 128 episodes

Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience

Shareholder Advocacy in 2026: A Season Defined by Upheaval and Resilience *A deeper look at the key themes and proposals in the Proxy Previe...

9:21Apr 28, 2026

Ultimate Guide to Moving to Mexico

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

19:31Mar 7, 2026

Guide to Socially Responsible Investing (SRI)

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

13:45Mar 7, 2026

Alternative Investments

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

12:21Nov 19, 2025

Retirement Reality Check

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

10:14Nov 19, 2025

Socially Responsible Investing Options

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

21:11Sep 26, 2025

Considerations when moving abroad

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

22:40Aug 21, 2025

Real Estate in Mexico

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

19:22Jul 24, 2025

Why Expats Should Keep Their Investments in the US

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

9:20Jun 6, 2025

Smart Gifting Strategies

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

12:03May 2, 2025

Proxy Season 2025: How Shareholders Are Making an Impact Amid Political Pushback

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

10:23Apr 17, 2025

Estate Planning Made Simple: Protect Your Legacy

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

7:39Mar 2, 2025

The Impact of Elections on Investments: Navigating Stock Market Fluctuations with Diversification and Smart Sector Choices

Elections wield significant influence over financial markets, creating a mix of volatility and opportunity for investors. Schedule a free me...

25:09Nov 12, 2024

Why Tucson is the Ideal Place to Live for Financial and Lifestyle Success

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

17:11Nov 4, 2024

Navigating the Complexities of Caring for Elderly Parents: A Balanced Approach

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

22:35Sep 30, 2024

Financial Planning for High Net Worth Individuals

 Tax Minimization for High Net Worth Individuals For HNWIs, minimizing taxes is key to wealth preservation. With high-income brackets and c...

10:18Sep 21, 2024

Transforming Companies with Engine No. 1 ETFs

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

22:52Jun 27, 2024

Inheritance: IRA Rules and Tax Implications

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

32:54Jun 7, 2024

Retirement Planning Tool

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

8:00Apr 17, 2024

Shareholder Advocacy 2024

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

7:28Mar 25, 2024

Cash Management Tool

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

30:22Jan 1, 2024

Future of Green Energy Investing

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

29:07Sep 19, 2023

AffirmativESG: Tailoring Portfolios for Impactful Sustainable Investing

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

24:55Sep 11, 2023

As You Sow – Shareholder Advocacy

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

28:03Sep 10, 2023

YourStake.org

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

28:09Sep 8, 2023

Green Century – ESG Impact Investing

https://youtu.be/xJqpD8ij1HI Green Century Mutual Funds – Shareholder Advocacy This blog / podcast / video are an interview with Jared Ferna...

31:42Sep 8, 2023

Green America – Corporate Engagement

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

24:49Sep 8, 2023

Iroquois Valley Farms – Organic Farming

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

35:35Sep 8, 2023

Leslie Samuelrich, Green Century Mutual Funds

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

24:23Sep 8, 2023

Ethos Investment Impact Evaluation

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

29:49Sep 7, 2023

Corporate Accountability

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

30:44Sep 7, 2023

Impact Assets – Donor Advised Fund

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

22:23Sep 7, 2023

YourStake Investment Impact Reporting

https://youtu.be/-savnmI8-pY In this episode, Bill interviews  Gabe Rissman  from your YourStake. Gabe is the president of YourSta...

28:09Sep 6, 2023

Sustainable, Responsible, Impact Investing Conference

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

10:21Sep 6, 2023

Alternative Investments – Moving Differently

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

39:07Sep 6, 2023

Invest in Increasing Dividend Paying Stocks

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

23:28Sep 6, 2023

Clean USA Power – Solar Real Estate Investing

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

20:18Sep 6, 2023

Shareholder Advocacy with First Affirmative

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

30:33Sep 6, 2023

Todd Tresidder – merits of Socially Responsible Investing

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

24:21Sep 6, 2023

Socially Responsible Investing Guide

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

17:14Sep 6, 2023

Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC

https://youtu.be/oVoNCAE6VH0 In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financi...

34:33Sep 6, 2023

Sustainable Responsible Impact Investing

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

15:04Sep 1, 2023

Impact Investing (SRI)

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

15:04Aug 16, 2023

Morningstar Sustainability Rating for Funds

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

30:43Aug 12, 2023

Green Alpha Advisors – Garvin Jabusch

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

33:40Aug 12, 2023

Investing to Address Climate Change

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

21:05Aug 11, 2023

Socially Responsible 401k

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

19:11Aug 8, 2023

Solutions with Sonya

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

24:09Aug 8, 2023

Investing in a Social Fund

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

25:08Jul 11, 2023

David Miller, Iroquois Valley Farms

Socially Responsible Investing, Investment Management, Retirement Planning, Tax Planning, Insurance Review, Estate Planning

35:35Jun 12, 2023