This week we explore three exciting financial topics; The pros and cons of socially responsible investing, what a Financial Adviser is and who could benefit from one, and finally we address the common question "why not just invest in the S&P500?"
Topic Timestamps
1:15 - Socially Responsible Investing (SRI/ESG)
13:25 - "What is a Financial Adviser?" & "Who can benefit from a Financial Adviser?"
27:00 - "Why not just invest in the S&P500?"
The Randomness of Global Returns Table: https://bit.ly/46A9Ezg
KiwiSaver Responsible Investment Checker: https://bit.ly/3M8mvRt
If you have a question, suggestions, or a topic you would like us to cover, please send an email to: podcast@foxplan.nz
For More Dollars & Sense Content: Click Here
Listen to all The Dollars & Sense Podcasts: Click Here
The information shared on The Dollars & Sense Podcast is general in nature and does not consider your individual circumstances. Dollars & Sense exists purely for educational purposes and should not be relied upon to make an investment or financial decision. Tim Ellis (FSP778196) and Brodie Haggerty (FSP778174) are both Financial Advisers providing advice on behalf of FoxPlan Ltd. FoxPlan Ltd (FSP39630) is a licensed Financial Advice Provider. Important information can be found at www.foxplan.nz/disclosure
