I am excited to share my new Money Conscious podcast with you! I want you to hear more about the new software tools we’re using at The Millstone Evans Group that help us personalize investment selections and financial planning for our clients more than ever before. 

In Episode 9: How New, Powerful and Personalized Investing Tools Will Make a Positive Impact on Your Portfolio, I delve into this topic with Brad Michalchuk, who joined the Millstone Evans Group in early 2022 as the team’s Director of Financial Planning and Environmental, Social, and Governance (ESG) Research.

We discuss a planning case in which Brad uses our education software, College Aid Pro, to help one family – parents and high school-aged kids working together – personalize the search process and find the right colleges for each student at the right price. 

You’ll also hear about YourStake, an extremely powerful new software that incorporates over 100 metrics around key areas of concern such as health, environment, human rights, and many more. YourStake enables us to match a client’s values with a set of investment options, and then to incorporate investment performance as we create the personalized portfolio. I am thrilled – and want clients to be thrilled – by the fact that we can provide specific, transparent answers in many areas that I know you care about. 

Guest: 

This episode’s guest is Brad Michalchuk, who joined the Millstone Evans Group in early 2022 as the team’s Director of Financial Planning and Environmental, Social, and Governance (ESG) Research. Read our latest Millstone Evans Group blog post to learn more about Brad, including the turning point that made him choose to refocus his career, why he's so enthusiastic about financial planning and how he leverages his decade plus years of experience working as an earth scientist in doing ESG research.

Show Notes:

• In every episode of Money Conscious, host Sacha Millstone talks with exciting, knowledgeable guests about what it means to invest our money consciously. The title Money Conscious reflects two priorities we’re passionate about at The Millstone Evans Group: putting your values where your money is, and raising consciousness about money matters in an easy, personal and relatable way. 


• After you’ve listened to the podcast, share your feedback about the podcast and future topic suggestions with us. Please also share the podcast link with your family, friends and colleagues. And if you like the show, please leave a 5-star review so others can find it, too. Thank you!