#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth episode artwork

EPISODE · Mar 13, 2025 · 27 MIN

#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth

from Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World

What if your investments could do more than just make money—what if they could also shape the kind of world you want to live in?Many investors struggle with aligning their portfolios with their personal values, especially in a world of financial uncertainty, global tensions, and rising economic instability. This episode dives into how you can balance financial returns with ethical and sustainable investing.In this episode, you will:1) Understand the difference between ESG investing, socially responsible investing, and impact investing—and how they impact your portfolio.2) Learn how to align your investments with your values without sacrificing long-term financial security.3) Get expert insights on the future of sustainable investing and how global economic shifts may shape your financial decisions.Hit play now to discover how to invest with both your wallet and your values in mind—without falling into common investing traps.To visit John's websiteThe podcast delves into behavioral economics and personal finance, offering expert financial advice on managing money, investing, and navigating the stock market, while highlighting common blind spots of financial advisors to help you make better decisions for retirement and overall wealth management.

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#153 | Investing for Value(s) Having A Higher Purpose That Aligns Your Approach - Financial Literacy, Financial Advisors & Wealth

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This episode was published on March 13, 2025.

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What if your investments could do more than just make money—what if they could also shape the kind of world you want to live in?Many investors struggle with aligning their portfolios with their personal values, especially in a world of financial...

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