Ep 79: Aligning Your Investments With Your Values

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Aug 26, 2021 · 25m

Have you heard of ESG? Many investors today are selecting investments in part based on Environmental, Social, and Governance (ESG) criteria.

Don't like fossil fuels, weapons, or pornography? Want to focus on companies that have diverse boards, executive teams, and overall workforce? Have religious beliefs you want to follow when it comes to investing? Then ESG may be right for you.

Hear Kevin discuss solutions for those seeking to align their investments to their ESG values and discuss challenges and investment considerations in doing so. He'll also share several recent client examples that…