Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.
Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.
This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.
Millennials, women, high net worth families and institutions are demanding sustainable and responsible investing (SRI) to manage investment risk, reduce volatility while helping the community and the environment. Watch Sarah Sung, MBA, CPA and John Klinger from Open Invest, Co. (OpenInvest.co) discuss the important issues around value investing, ESG analysis, public benefit corporations and the future of impact investing.
Sarah and John answered the following questions:
Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
Links:
OpenInvest: https://www.openinvest.com/
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
Company Website: https://www.JasonHowell.com
