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

Understanding House Insurance

Understanding House Insurance

It probably won’t surprise you that Ben Franklin was the Founder of the first home owners insurance company in the United States.  His company, Philadelphia Contributionship for the Insurance of Houses from Loss by Fire was formed in 1752.  For a long time,...

Understanding Umbrella Liability Insurance

Understanding Umbrella Liability Insurance

Don’t I already have insurance that covers this?  Probably. Your homeowners insurance and auto insurance commonly provide coverage for personal liability.  But is it enough?  That’s the key question I hope to help you answer.  Understanding...

Understanding Identity Theft Protection

Understanding Identity Theft Protection

“That’ll never happen to me.” We buy insurance despite low odds of something bad happening. You and I are probably not going to die before we’re supposed to.   But if we did, the consequences would be catastrophic.  That’s why we buy life...

Financial Wellness in the Workplace: Key Ideas to Focus On

Financial Wellness in the Workplace: Key Ideas to Focus On

What is financial wellness? Should it be part of your benefits program? If you offer it, how do you make sure it will work?  Simply put, financial wellness is getting clear on how you want your financial life to be, then making and executing plans for bringing...

Understanding Long-Term Care Insurance

Understanding Long-Term Care Insurance

It’s hard to think of ourselves as an elderly person, but God willing, it’s going to happen.  It’s also hard to think of our future, elderly selves, requiring help doing simple things like moving around the house, preparing food and eating it, getting dressed,...

Understanding Health Insurance

Understanding Health Insurance

Nobody plans to get sick or hurt, but life frequently ruins those plans. Healthcare costs are very high with a night in the hospital going for around $12,000. Health insurance covers the costs of medical care as well as provides a lot of other valuable benefits like...

The Simple Path to Wealth: Behavioral Finance

The Simple Path to Wealth: Behavioral Finance

Over my life, there have been a lot of things I intellectually understood, but didn’t do.  When I was younger,I knew staying out late and drinking too much was bad for me. But I did it.  During that time, I also knew that I should have a budget, keep a close...

Freedom Isn’t Free: The Price of Freedom

Freedom Isn’t Free: The Price of Freedom

When I was in elementary school in 1989, the Berlin Wall came down.  It was a big deal.  My school held a writing contest on freedom (spoiler alert; I won) and the prize was an actual chunk of the Berlin Wall.  While I don’t remember everything, I do...

Smart Money Moves: 7 Steps to Financial Security

Smart Money Moves: 7 Steps to Financial Security

If you’re ready to take control of your financial life, check out our DIY Financial Plan course.  We’ve got three free courses as well: Our Goals Course, Values Course, and our Get Out of Debt course.  Connect with one of our Certified Partners to get any...

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!