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!

Oct 24, 2021 | Podcast

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

George Grombacher

Lifeblood Host

Rebecca David

Rebecca David

Guest

More Episodes

I Hate Money: Why and How to Stop Thinking that Way

I Hate Money: Why and How to Stop Thinking that Way

When someone tells me, “I hate money,” I instinctively ask, “why?” So why do you hate money?  Like everything else, money is neither good, nor bad. It just is.  It’s true that money has been behind limitless stress and anxiety, and that it’s paid for...

Why Am I Broke? Five Steps to Financial Security

Why Am I Broke? Five Steps to Financial Security

You’re asking, “Why am I broke?”  While I don’t know the details of your situation, I’m confident I can help.  Whether you’re the victim of unfortunate circumstances, or your wounds are self-inflicted, following the five steps I’m going to lay out can help...

How to Alleviate Money Anxiety

How to Alleviate Money Anxiety

We all experience money anxiety. I have, maybe you are now.  While I know nothing about your situation, I think I can help you break free.  There’s a great quote from the character Trixie on the show Deadwood, “Hard work dispels worry.” I remember how...

A Financial Guide for Business Startup Success

A Financial Guide for Business Startup Success

Now is a great time for entrepreneurs to start or expand a business and this financial guide can help. There have been many changes that have negatively impacted our economy, but things are starting to shift. Many businesses who have survived are actively looking for...

Why Does Insurance Often Provide Peace of Mind?

Why Does Insurance Often Provide Peace of Mind?

Why does insurance often provide peace of mind?  Here’s the thing about insurance; I don’t think anything bad is going to happen to you. But if it did, the impact would be catastrophic. Because of that, we buy insurance.  When we know we have insurance...

Is it Possible to Crash Proof your Retirement?

Is it Possible to Crash Proof your Retirement?

Is it possible to crash proof your retirement?  While it may not be possible to completely remove all risk from your financial life, there are a lot of things you can do to position yourself for success.  Nobody knows if the stock market will go up or down...

Save that Money: How to Get On The Path to Financial Success

Save that Money: How to Get On The Path to Financial Success

Can you remember the first person to tell you, “Save that money?” Was it a parent? Maybe a boss at your first job?   You and I both know the importance of saving money. But why is it so hard to actually do? We’re pulled in a lot of different directions and...

What Does it Mean to Pay Yourself First

What Does it Mean to Pay Yourself First

What does it mean to pay yourself first? It means you start putting the needs of you and your loved ones ahead of everyone else- exactly where they should be.  It means before you pay anyone else; you allocate money to your priorities.  Not enough of us are...

Questions to Ask When Interviewing Retirement Plan Consultants

Questions to Ask When Interviewing Retirement Plan Consultants

When interviewing potential retirement plan consultants, it’s helpful to know the right questions to ask. Retirement plans are complex, and depending on your experience, potentially confusing. They’re also important from a recruiting and retention standpoint, and...

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!