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
Buying Your Next Home: A Step-by-Step Process
You’re thinking about buying a home, that’s very exciting! Home ownership has always been an integral part of the American Dream, and home values account for a large portion of many Americans overall net worth. With that in mind, it makes sense you want to...
Personal Core Values: How to Create Your Code
Superman, Wonder Woman, Mother Teresa and Gandhi lived their personal values and followed a code. Superman holds strong to not killing, keeping his secret identity a secret, and using his powers responsibly. Wonder Woman lives to serve as a living example of the...
What Does It Mean to Wholesale Real Estate, How Do I Do It and Does It Make Sense for Me?
There are a lot of ways to become financially successful and there are a lot of people who have done so through the wholesale of real estate. Before we go any further, if you’re looking for a way to channel your inner Chip and Joanna Gaines from Fixer Upper,...
Understanding Presenteeism in the Workplace and What to Do About it
We celebrate when our sports heroes play hurt and we dislike it when they sit out. In the 2021 Summer Olympics, American gymnast Simone Biles opted out of competing because of her mental health and she was viciously criticized. We revere stories about...
How to Start a 401(k)
Daniel Kahneman, a Psychologist, won the Nobel Prize in Economics. He became fascinated by why people make personal finance and investing decisions, and it motivated him to focus his research on it. After releasing his results, he made this damning assessment of the...
Debt Free: What to Do if You’re Over Budget and Feeling Stuck
You want to be debt free. You created a budget. You’re trying to be smart with your money. But there’s never enough money to go around and you’re feeling stuck. Lots of people have been there and lots are still there. I’ve been...
Financial Wellness: Developing a Sustainable Program
It’s gotta fit. Even if the new thing you’re starting is the most beneficial thing in the world, if it doesn’t fit into your life or organization, it won’t last. It won’t be sustainable. A financial wellness program could be just what your company and your...
Steps to Success: What it Means to Level Up
What if there were steps to success you could follow that would take you to the level above the one you’re at? What if you could then lock in your gains and make that level your new normal? Would you take those steps? There’s a lot of talk these days...
Morning Routine Checklist
The value in having a morning routine checklist If I had a lifetime checklist, living intentionally would be at the top. Having checklists for things is a means of doing that. I like to get up early because there’s not a lot of other people that do. It...
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!