Ep 12: Socially Responsible Investing with Beth Wahlig Artwork

Women & Money: The Shit We Don't Talk About!

"We will never solve the feminization of power until we solve the masculinity of wealth." - Gloria Steinem. On this podcast, we're going to call out those ways that women are consistently left behind financially. But most importantly, how women can help themselves. Join hosts Barbara Provost & Maggie Nielsen as they help you navigate the ins and outs of financial independence so that you can be financially fearless. They'll connect you with helpful resources and compelling stories from women all across the country. Whether it's buying a house, preparing for retirement, dealing with divorce, there won't be a single question off the table. Maggie is a partner and Barbara is the founder of Purse Strings, a two-part model that's all about providing women the tools and resources they need to help them learn and understand what they need to know to make good financial decisions. And they help connect women with attorneys, financial planners, realtors, and many other financial professionals who have the expertise and desire to serve the female market. Women & Money: The Shit We Don't Talk About can be your place for tools, resources, education and a place to ask the important questions on your mind (or even better, the - you know - you aren't talking about). Find out more about Purse Strings by visiting https://pursestrings.co/ and we can't wait to connect with you on the podcast!

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Women & Money: The Shit We Don't Talk About!

Ep 12: Socially Responsible Investing with Beth Wahlig

June 09, 2022 • Barbara Provost & Maggie Nielsen

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Socially responsible investing gives women the choices and power to put their money where they want to, in a way that works for them. On today’s episode, Beth Wahlig one of our resident experts joins us to break down this topic and how women can impact the world through responsible investing.

ESG (Environmental - Social - Governance) investing is a way to measure the sustainable goals put into place by the U.N. and invest in places that will create change. These goals include social, environmental, and other rights that are important to many of us. Similarly, socially responsible investing focuses on values. You are trying to have a direct impact through investment, supporting a company working towards real actionable change.

With the current state of the world, there are more opportunities than ever to make an impact by investing in various fields. The first step is approaching your advisor and making it clear which values you want to support in your portfolio.

We also will discuss:

· The issues of today that we can address with investing

· How to get started in value-based planning and investing

· ESG performance and how these funds usually do

· How we can do our own company research

More about Beth and her work:
https://www.facebook.com/MRAAdvisory/
https://www.linkedin.com/in/bethwahlig/
https://pursestrings.co/professional/beth-wahlig/

Listen to the full podcast or use the timestamps below to jump to a specific section.

2:34 – What is socially responsible investing?

6:58 – Women breaking into responsible investing

10:32 – How do we invest in these companies?

15:46 – Financial wellness and social responsibility

18:59 – How do these funds usually do?

24:00 – Do all advisors offer these options?

26:52 – Finding an advisor that will work with you

28:27 – How can we best learn about companies?

31:05 – Which websites can we use?

34:07 – Parting thoughts for listeners

35:47 – How to reach out to Beth

Resources:

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Check out our Facebook Page - Click Here

Join our community of Financially Fearless Women - Private Facebook Group

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/

To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

People on this episode

Barbara Provost

Host

Maggie Nielsen

Host