Pearl Planning
Pearl Planning
  • 133
  • 8 791
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Curious about how corporate responsibility and ethical investing can shape a better future? Join Melissa Joy, CFP®, as she sits down with William F. Schulz, former executive director of Amnesty International USA, to uncover the transformative power of ESG (Environmental, Social, and Governance) investing and its impact on both business and society.
In this episode, Bill shares insights from his memoir Reversing the Rivers and discusses the pivotal moments in history that have fueled the rise of ESG investing-from the fight against apartheid to addressing the challenges of labor trafficking. Together, they explore why ethical practices in supply chains are not only morally right but also beneficial for long-term business success.
Melissa and Bill also dive into the performance and misconceptions surrounding ESG investing, comparing the returns of Vanguard’s ESG Investment Index (ESGV) with the Vanguard 500 Index. They break down the ethical considerations in industries like for-profit prisons and worker safety, and take a closer look at the growing prominence of responsible investing in Western Europe.
Listen and Learn:
- How corporate responsibility has evolved and influenced the rise of ESG investing
- Why ethical supply chains are both a moral and financial necessity for businesses
- The performance of ESG funds versus traditional index funds
- - Misconceptions about ESG investing, including its impact on industries like for-profit prisons
How responsible investing is gaining traction in Western Europe and beyond
This episode is packed with actionable insights to help you align your investments with your values, navigate ethical considerations in finance, and make informed financial decisions that support both your goals and the greater good.
Visit us at pearlplan.com/
Listen to the podcast womensmoneywisdom.buzzsprout.com/
Apple: podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433
Spotify: open.spotify.com/show/2FdghjEAbuHiTlhidChhgm
Переглядів: 2

Відео

University of Michigan Open Enrollment Options
Переглядів 3214 годин тому
University of Michigan Employees: Simplify Your Open Enrollment & Retirement Decisions! The open enrollment window for University of Michigan employees is short-October 21 to November 1-but the decisions you make will last through 2025 and beyond. With so many benefits to consider, it’s easy to feel overwhelmed. We’re here to help. At Pearl Planning, we’re local experts in financial planning, h...
Episode 237: Getting Ready to Pay for College w/ Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
Переглядів 5День тому
Ever wondered how to secure a bright educational future for your children without compromising your own financial well-being? Join Melissa Joy, CFP®, CDFA®, and her insightful colleagues Lucy Valandra, CFP®, and Alexa Kane, CFP®, CDFA®, AIF®, as they share personal stories and helpful tips to make the college savings process smoother. Lucy starts off with her heartwarming journey as a new mothe...
Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®,...
Переглядів 6День тому
Ever wondered how to secure a bright educational future for your children without compromising your own financial well-being? Join Melissa Joy, CFP®, CDFA®, and her insightful colleagues Lucy Valandra, CFP®, and Alexa Kane, CFP®, CDFA®, AIF®, as they share personal stories and helpful tips to make the college savings process smoother. Lucy starts off with her heartwarming journey as a new mothe...
Financial Planning For People Without Kids
Переглядів 1114 днів тому
Discover the unique financial landscape of child-free living with Dr. Jay Zigmont, a CERTIFIED FINANCIAL PLANNER® and founder of Child Free Wealth. Together with Melissa Joy, CFP®, CDFA®, they unpack the nuanced financial strategies tailored for those who choose not to have children. From rethinking the legacy you leave behind to understanding long-term care planning without relying on the next...
Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
Переглядів 5День тому
Discover the unique financial landscape of child-free living with Dr. Jay Zigmont, a CERTIFIED FINANCIAL PLANNER® and founder of Child Free Wealth. Together with Melissa Joy, CFP®, CDFA®, they unpack the nuanced financial strategies tailored for those who choose not to have children. From rethinking the legacy you leave behind to understanding long-term care planning without relying on the next...
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Переглядів 2День тому
Description: Have you ever felt the frustration of miscommunication straining your personal or professional relationships? In this compelling episode of the Women's Money Wisdom Podcast, relationship and communication coach Joni Woods of Journey Coaching shares how she transformed her own communication struggles into powerful personal growth. Together with Melissa Joy, CFP®, CDFA®, they explore...
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Переглядів 2321 день тому
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Episode 234: All About HSAs with Bill Stuart
Переглядів 21Місяць тому
Episode 234: All About HSAs with Bill Stuart
College Dreams and Financial Realities: A Parent’s Guide to Planning and Saving
Переглядів 52Місяць тому
College Dreams and Financial Realities: A Parent’s Guide to Planning and Saving
Episode 234: All About HSAs with Bill Stuart
Переглядів 1Місяць тому
Episode 234: All About HSAs with Bill Stuart
Episode 233: Olympic Lessons for Investors
Переглядів 9Місяць тому
Episode 233: Olympic Lessons for Investors
Episode 233: Olympic Lessons for Investors
День тому
Episode 233: Olympic Lessons for Investors
Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®
Переглядів 5Місяць тому
Unlocking the Power of Roth IRAs with Lucy Valandra, CFP®
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Переглядів 6Місяць тому
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Переглядів 2Місяць тому
Episode 232: Bookkeeping and Tax Planning for Business Owners with Ronisa Clark
Episode 231: All About Medicare with Joanne Giardini-Russell
Переглядів 10Місяць тому
Episode 231: All About Medicare with Joanne Giardini-Russell
How To Communicate About Money
Переглядів 9Місяць тому
How To Communicate About Money
Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen
Переглядів 1Місяць тому
Episode 230: How to Communicate About Money with Counselor Sara Silvennoinen
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Переглядів 202 місяці тому
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Переглядів 8Місяць тому
Episode 229: Tightwads and Spendthrifts with Author Scott Rick
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Переглядів 152 місяці тому
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Переглядів 2Місяць тому
Episode 228: Money Talks: Navigating Financial and Mental Health Wellness with Lindsay Bryan-Podvin
Summer Economic Update
Переглядів 562 місяці тому
Summer Economic Update
Episode 227: Mortgages in a High-Rate Environment with Erica Powers
Переглядів 1Місяць тому
Episode 227: Mortgages in a High-Rate Environment with Erica Powers
Episode 226: Finding Financial Pearls & Jimmy C. Shoes
Переглядів 4Місяць тому
Episode 226: Finding Financial Pearls & Jimmy C. Shoes
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
Переглядів 4Місяць тому
Episode 225: Create Your Dream Home with Melissa Kennedy and Jen Hinesman
How to Retire Comfortably In Your 50’s: Everything You Need to Know
Переглядів 2,5 тис.3 місяці тому
How to Retire Comfortably In Your 50’s: Everything You Need to Know
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Bu...
Переглядів 2Місяць тому
Episode 224: Do You Need a Travel Advisor? Custom Trips and Money-Saving Tips with Vinal Desai Bu...
Episode 223: The Invisible Costs of Child Care with Heather Boneparth
Місяць тому
Episode 223: The Invisible Costs of Child Care with Heather Boneparth