Shows
Profit and Purpose Impact Investing MasteryThe Hidden Power of DAFs: A Smarter Way to Give, Grow, and Build LegacyWhat if your tax strategy could double as your legacy plan?In this episode, we explore the untapped power of Donor-Advised Funds (DAFs) with Debbie Ulanday—an experienced engineer turned impact investor and co-founder of Spring Impact Capital. Debbie’s mission to mobilize capital for good aligns perfectly with our vision of building wealth with both purpose and precision.Here’s what you’ll discover:DAFs Demystified: How to use a DAF like a personal foundation—with none of the red tape.Tax-Efficient Giving: Why donating appreciated assets before a sale (like stock...2025-06-1228 min
Profit and Purpose Impact Investing MasteryThe Metrics That Matter: How to Spot Opportunities for Profit and PurposeWhat if you could invest in world-changing ideas without sacrificing financial returns? In this episode, I sit down with Stephanie Sims—venture capitalist, startup whisperer, and founder of financial planning platform Fric—to crack the code on impact investing that actually works.Here's what you'll take away:The $10 Ripple Effect: Discover how every dollar in your bank account gets leveraged 9x—and why where you bank might be your most powerful impact toolStartup Red Flags Decoded: Learn the surprising metric Stephanie tracks to predict which impact ventures will succeed (hint: it's not revenue)"Lines vs Dots" Investing...2025-05-3132 min
Profit and Purpose Impact Investing MasteryProfit with Purpose: Investing in Impact Startups with Olivia HornbyWhat if your investments could drive significant financial returns and create a positive impact on the world? In this illuminating episode, I sit down with Olivia Hornby, Co-founder and Managing Partner at Spring Impact Capital, a venture fund focused on climate and health innovations with an emphasis on DEI. With over 15 years of finance experience, including a tenure as VP at Goldman Sachs Asset Management, Olivia shares her journey to the "holy grail of investing" – where purpose meets profit.Here’s what lit us up:The Power of Capital: Discover how Olivia's personal journey, influenced by her...2025-05-2525 min
Profit and Purpose Impact Investing MasteryBeyond Returns: How Women Can Build Purpose-Driven Wealth Through Private Impact InvestingWhat if your investments could grow your wealth and create the change you want to see in the world? In this episode of my Impact Mastery Series, I sit down with Janine Firpo—author of Activate Your Money and founder of Invest for Better—to share how we, as women, can align our portfolios with our values without sacrificing returns.Here's what we uncovered:The $10 Ripple Effect: How I learned that every dollar in our bank accounts gets leveraged 9x—and why choosing where we bank is one of the most powerful moves we can make.Myth-Busting...2025-05-1930 min
Profit and Purpose Impact Investing MasteryMaximizing DAFs for Impact Investing: Transforming DAFs into Impact Investing CapitalWhat if the key to reducing your tax bill and funding world-changing businesses was sitting untouched in billions of donor-advised funds (DAFs)? In this urgent episode, impact investing expert Tanaha Hairston talks with Maggie Spicer—philanthropic venture advisor and DAF innovator—about how to deploy these "parked" funds for profit and purpose.Key Takeaways:From Crisis to Catalytic Capital: How Maggie’s emergency restaurant fund in San Francisco moved faster than federal aid—proving DAFs can rescue for-profit businesses.Beyond Nonprofits: Surprising uses for DAFs (from ocean cleanup startups to affordable housing) that most advisors never mention.Ch...2025-05-0323 min
Profit and Purpose Impact Investing MasteryInvesting in Renewable Energy, Why It Matters and the Future of Renewable Energy InvestmentsWhat if your investments could both grow your wealth and help solve the climate crisis? In this eye-opening episode, I sit down with Heather Beatty, CEO of ScopeFour Capital, to explore how renewable energy is reshaping our world—and how you can be part of this $30 trillion transition.Here’s what lit us up:The urgent math: Global energy demand has surged 40% since 2000—and why renewables are the only way to meet it (no matter who’s in office).Hidden climate heroes: From "smart grids" built in the 1960s to AI-powered water systems, discover the unsung technologies acc...2025-04-2630 min
Profit and Purpose Impact Investing MasteryCreating Passive Income That Changes Lives (Without Lifting a Finger)What if your investments could both fund your dream life and solve real-world problems—like affordable housing, veteran debt relief, and foster care reform? In this powerful episode, I sit down with Catherine Bell, founder of Titan Impact Group, to reveal how passive income can be a force for good.Here’s what moved us:The mobile home park revolution: How renting "dirt" creates thriving communities (while delivering 18–22% returns).Debt-to-freedom pipelines: Catherine’s fund erases medical debt for first responders—and pays investors 20% annually.From tragedy to transformation: How losing her husband inspired Catherine to build 13 passive income...2025-04-2029 min
Profit and Purpose Impact Investing MasteryLeveraging Family Offices: Building Relationships & Driving ImpactEver wondered how visionary families are tackling climate change, gender equality, and mental health—while creating lasting change? In this episode, I sit down with Danielle Patterson, CEO of Family Office West, to explore how family offices are driving the impact revolution—and how you can be part of it.Here’s what lights us up:The heart of family offices: How these powerful networks are redefining "wealth" as environmental stewardship and social justice (hint: it's not what you think).Danielle’s breakthrough insight: Why women-led families are transforming industries like clean energy and femte...2025-04-1230 min
Profit and Purpose Impact Investing MasteryMastering Early Stage InvestmentsEver wondered what it takes to invest in startups that actually change the world? In this episode, I sit down with Rebecca Mink, the visionary behind a revolutionary plant-based leather company, to pull back the curtain on early-stage impact investing.Education, not financial advice.Here’s what we unpack:My burning questions as a first-time angel investor: How do convertible notes work? What’s a cap table? (Spoiler: It’s simpler than you think.)Rebecca’s "lightbulb moment": How she’s turning food waste (yes, 40% of the supply chain!) into luxury materials—...2025-04-0639 min
Profit and Purpose Impact Investing Mastery📢 "My Journey into Impact Investing: How We Got Here and Why It Matters"Episode Description:In this first episode of Profit with Purpose, I’m sharing my personal journey into impact investing—how I went from —real estate and private investing to creating a community that empowers investors to align their money with their values.I’ll take you behind the scenes of:✅ The pivotal moments that shaped my investment philosophy✅ The challenges I faced stepping into impact investing✅ Why profit and purpose aren’t mutually exclusive✅ How this podcast will help YOU invest smarter and create meaningful changeThis is where it all starts. If...2025-03-1102 min