The Sustainable Investor Podcast

Through advances in health and medicine and potentially less strenuous work, we now live longer than our ancestors did. It used to be that at 65 you're about to be put out to pasture so to speak. But now most 65-year-olds are active participants of society. Many are still working at some level, part of stay active and also to make the money stretch for what could be a multi-decade retirement. Finding out ways to not only live longer, but live better for longer. Today, I have Jennifer Sproul with me. She is a realtor in the DMV region and also the founder of Graceing Agefully, a movement working towards making the second half of life as productive and meaningful as possible. It is the second part of life we will talk about today, and Jennifer has a really refreshing and new take on this topic.https://www.forty4financial.comhttps://www.amazon.com/gp/product/B09NJWNFR5?ref_=dbs_m_mng_rwt_calw_tkin_4&storeType=ebookshttps://www.amazon.com/Mindset-Mastery-Meditation-Mindfulness-Manifestation-ebook/dp/B0BSR9J8HN?ref_=ast_author_dphttp://www.GraceingAgefully.com

How does a rockstar compare to a rock?Human capital is the number one resource in many companies. Employee retention and having the right person in the right seat is one of the categories within sustainable investing that has both an intuitive and straight forward and measurable impact on the bottom line. I am joined by Dawn Shuler from The Shuler Group to talk about this fascinating topic. https://www.theshulergroupllc.com/ Take an Impact Assessment with Forty4 Financial on EthosESGhttps://www.forty4financial.com

Being a sustainable investor can also entail to be a sustainable consumer - how do you align as many areas of your life with your personal values as possible? And what is a wind powered lawn mower?How to select your Halloween candy based on Impact.Take an Impact Assessment.forty4financial.com

Being a sustainable consumer can mean different things. In today’s bonus episode, I am joined by to Estebe Salgado from WeAreTheWine.com, to discuss sustainable and organic wines. Listen to the end for a little give-away for the holidays.Promo code for 10% off, plus 5% toward the Capital Area Food Bank - FORTY4GIFT www.Wearethewine.comwww.forty4financial.com

What is sustainable investing? Why so many different names? It can mean different things to different people, and comes by many names, and in this episode we will take a quick look at different ways to approach it.ww.forty4financial.comImpact Questionnaire (https://www.ethosesg.com/forty4-financial/take-an-impact-assessment)

Welcome to this first introductory episode of “the sustainable investor” podcast.I have always been interested in the power of finance – paying close attention to my bank book from an early age, and trying to make sense of the numbers on my parents’ mortgage statement.Granted, I was somewhat naïve when it came to money and wealth, growing up in a lower middle class family – we always had enough, but not much more than that – and definitely no excess to put into investments.Looking back, I invested in what I could, namely myself – pursuing education, and my love of swimming. This allowed me to experience the life of a Division I athlete, thriving in the dual demands of athletic and academic performance.This is also where I found the field of finance, somewhat through a coincidence of class schedules. In the end, I received a masters degree in Financial Economics from American University, a degree that, while still being under the umbrella of the Economics department, was heavy on finance courses. Finally I had found the intersection of math and money that I didn’t even know I was looking for.I have always loved to learn, even for the sake of learning. That way I could add both the Chartered Financial Analyst and the Certified Financial Planner designations over the following years, which really helped shape me in my career. Between the two, they have given me a solid background both in portfolio construction, and how to build a sensible financial plan for my clients.My goal as a financial advisor is to help clients make sense of the financial world, and it is truly an amazing job, with new situations to navigate in a way that depends on each individual client and their circumstances as well as their personality.Growing up in my native Denmark, the mindset of renewable energy and using resources responsibly has always been close to my heart. I am now in a position, where I can help others incorporate their values in more aspects of their lives – and potentially feel better about their investments, and the impact they have on the world around them.That is why I have chosen to incorporate sustainable investing in my work. It comes by many names, and may mean different things to different people, and we will explore this further in later episodes. For me, it means to have a positive impact on the people we interact with, on the planet we live on, and trying to make money at the same time. Only when all these factors are adequately evaluated, do I think the outcome is truly effective for the individual client.I plan on releasing two episodes per month, and keeping each episode relatively short. Sometimes I will have a guest with me, to do a deeper dive into a particular topic.The Sustainable Investor will be available on all the major platforms where you get your podcasts, as well as through my website, www.forty4financial.com.I look forward to starting this journey with you.