Imact Investing with Rebecca David
Have a passion for social causes or other issues we’re facing as a people? Rebecca David shares her experience and expertise into how you can begin to have a positive impact on these importa causes by how you invest your money!
Listen to us On
About the Episode
LifeBlood: We talked about impact investing, how to align your investing with the causes and issues that are most important to you, how voting with your dollars work, and how to get started.
We discussed Rebecca’s path to focusing on ESG and impact investing full-time, the experiences that gave her the passion for the space, how the industry has changed over time and what it looks like today.
We talked about what it means to align your personal values with your investing, how ESG investing is vast and a spectrum, how to determine which part is of greatest importance to you, how to then make the decision on how to start investing, and how to monitor your choices.
We discussed the importance of removing a profit motive from the educational process, creating community and making people feel comfortable learning about this expanding area, and empowering people to get started.
We talked about how it’s possible to have your voice heard through ownership in publicly traded companies, how that’s available to almost anyone, and how you can also develop a strategy of avoiding putting your money to work in certain industries or sectors.
We discussed how most people aren’t interested in spending a ton of time thinking about their investments, so there’s value in helping people to develop and implement a strategy and how to go about doing that with Rebecca David, Founder of GIVE, an organization helping people manage their money and make a difference by understanding the world of impact and ESG investing and how to vote with our dollars.
Listen to learn why all important movements have always been advanced by the individual actions of a lot of people!
For the Difference Making Tip, scan ahead to 17:31!
You can learn more about Rebecca at GIVE.how, Facebook, TikTok, Instagram, YouTube and LinkedIn.
Thanks, as always for listening! If you got some value and enjoyed the show, please leave us a review wherever you listen and subscribe as well.
You can learn more about us at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or you’d like to be a guest on the show, contact George at [email protected].
George Grombacher
Lifeblood Host
Rebecca David
Guest
More Episodes
How to Create a Monthly Cash Flow Plan
Having a monthly cash flow plan is essential for your long-term financial success. Without understanding how much money you have coming in, and how much is going out, you won’t be successful. When it comes to personal cash flow, Earnings - Spending = Savings. When we...
The Importance of Accountability in Personal Finance
What is the importance of accountability with your money? Since money plays a vital role in every aspect of our lives, accountability is critical. We must hold ourselves, our loved ones, and our partners accountable. Another important consideration is the time...
DIY Money: How to Make it Happen on Your Own
Can you successfully navigate your own personal finances? Can you DIY money? Yes. Financial planning is determining your financial goals, looking at your current situation, and devising strategies for achieving those goals. It’s best viewed as a process because...
How to Be Good at Financial Decision Making
We all want to know how to be good at financial decision making. And it’s easy, but it’s not simple. It’s impossible for anyone to eliminate all bad decisions. What we want to do is minimize how many we make. The wrong financial decision can delay our most...
Set It and Forget It: How to Automate Your Finances
Is it possible to “set it and forget it” with our personal finances? Our time and attention are just as valuable as our money. When we can stop doing menial tasks like paying bills and balancing our checkbooks, we can spend our time and attention on other...
Having a Financial Conversation With Our Senior Loved Ones
Having the money talk with aging loved ones is important. We’re all going to get there eventually, the lucky ones, that is. Old age. And we’ll see that first in our parents if we’re lucky enough to keep them with us that long. Because with age comes a decreased...
What Gets Measured, Gets Managed: How to Create Financial Systems
In personal finance as well as corporate, what gets measured, gets managed. CFOs handle the finances of their organizations, and there are many stakeholders who rely on their data and insight. They look back at historical results, as well as plan and forecast...
How to Set and Keep Your Financial Priorities
Because money plays such an important role in our lives, we must establish clear financial priorities. While money won’t bring us happiness, a lack of money can most certainly bring stress and anxiety. It’s also really hard to think about the big picture and to...
A Practical User’s Guide to Qualified Accounts
Qualified accounts are the primary way we save for retirement but it wasn't always that way. In 1875, the American Express Company developed the first private pension in the United States. Prior to that, the military and government had been providing pensions since...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!