{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fhealthwealthandthepursuitofhappiness.simplecast.com%2Fepisodes%2Ftrue-money-alignment-v0ZQ8WYK","width":444,"version":"1.0","type":"rich","title":"True Money Alignment ","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/8d99646b-bb74-4096-9f35-5f27f21c6fe4/2104011f-60d6-4cc6-9dcd-66a34d74dc82/1539565024artwork.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"","height":200,"description":"Intentionally living from your heart comes in many forms, shapes, and sizes. \n\nWhen it comes to your money, intentionally spending, saving and investing should also be from your heart. That means to be congruent with who you are and how you intend to live authentically. Sounds simple, but for many it’s not so easy.\n\nYou have to know your true self … your true nature ... the essence of who you are. When you know this, be sure you are living your fullest life in alignment with that; including how you are investing your money. \n\nThere are many ways to do this. One often overlooked or unknown option is investing your money with companies that are doing things in the world that align with the changes you want to see in the world. There are many great companies, B Companies for example, that are on a mission to not only grow profitably, but effect great change in the world as well.\n\nIn this episode, we interview Kathleen Lindquist, CFP®, who has built a niche through Socially Responsible Investing (SRI) to help clients align their money with their deeper held values to effect positive change in the world.\n\nLearn more by listening to what she is doing and how she is helping her clients contribute a better world.\n\nTo your inspired living!\n\n\nWhat We Discuss:\n•\tWhat are Socially Responsible Investing, Impact Investing and Sustainable Investing?\n•\tPutting your money where your heart is\n•\tHow Kathleen got started in Socially Responsible Investing (SRI) through her sister\n•\tThe early days of boycotting companies that were “bad actors” in the public markets\n•\tThe shift from negative impact to positive impact in the world\n•\tThe advantage SRI portfolio companies have in terms of research \n•\tKnowing who the right client is for SRI portfolio option\n•\tExamples of companies that have gone through more scrutiny by mutual funds\n•\tHow mutual fund companies with SRI funds are impacting company policies\n•\tUnderstanding the Environmental, Social and Governance (ESG) lens\n•\tThe next 2-5 years in socially responsible and impact investing\n•\tGender diversity requirements now stipulated by certain mutual funds\n•\tSRI as investing done right\n\n\n\n\nSupporting Resources:\n•\tKathleen’s contact info: kathleen@sandiegowealth.com\n•\tOur firm website: www.sandiegowealth.com\n•\tThe Forum for Sustainable and Responsible Investment\n"}