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

How to Find Peace of Mind: Control the Controllables

How to Find Peace of Mind: Control the Controllables

Have you ever felt like you’re playing catch up, that you’re behind the 8 ball, that the tail is wagging the dog?  You ever have those mornings when you really, really don’t want to get out of bed? Me too. We all do.  But you do get out of bed. You push...

The Best Questions to Ask a Financial Advisor

The Best Questions to Ask a Financial Advisor

It’s estimated 80% of Americans will never work with a financial advisor.  64% of Americans are living paycheck-to-paycheck.  I can’t help but wonder if those two stats are related. Here’s what I do know: It really helps to talk things out. Whether you’re...

Creating Your Path to Financial Freedom

Creating Your Path to Financial Freedom

We’re all unique individuals, but I think we share two important and immutable characteristics: Our desire to find happiness, and our desire for freedom.  While money alone won’t give us either of those things, it can put us in position to have them. ...

We Can Do Hard Things: 10 Ways to Get Stronger

We Can Do Hard Things: 10 Ways to Get Stronger

Do you ever feel like you can’t pull it together? Like it’s all too much? Me too.  We all have moments when we feel the weight of our responsibilities, obligations and desires is going to crush us. We all have times when we feel like the lives we want, the goals...

Get Good with Money by Doing these Three Things

Get Good with Money by Doing these Three Things

I was sick of being broke.  The reality was, even though I had a successful career helping others with their money, my finances were a mess. I was living paycheck-to-paycheck, not budgeting and abusing credit cards.  Once I made the decision to get good with...

Should You Work with a Financial Coach?

Should You Work with a Financial Coach?

Have you ever had a great coach? What was it that made them great?  Were they a great teacher? A great listener or inspirational speaker? Did they provide you with tough love? Looking back on your experience, what did you learn that’s served you through...

Better Money Habits for a Great Financial Future

Better Money Habits for a Great Financial Future

The best time to plant a tree was 30 years ago. The next best time is today.  That’s also true for personal finance. Our money goals are a lot easier to achieve when we have a lot of time, and harder with less time.  You and I both want better financial...

5 Tips To Reduce Stress by Improving Your Finances

5 Tips To Reduce Stress by Improving Your Finances

5 Tips To Reduce Stress by Improving Your Finances According to the American Psychological Association, almost two-thirds of individuals reported money as a major stressor in their lives. If you're one of these individuals, take steps to improve your financial...

How to Stop Wasting Time

How to Stop Wasting Time

Is your time valuable?  Do you waste time? Does the thought of wasting time bother you? If bothers me.  While we all have the same amount of time to work with, the way we think about and value time changes as our lives change. When we’re kids, we don’t think...

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!