159 - Brian Thompson - Socially Responsible Investing as a Healing Art

"It has to be your flag [...]. So, being able to do that internal work and say, 'Oh, what is it that I want to be? What is it that I want to look like? And how do I want to present myself?' and letting that be okay, keeping your flag the one that's flying rather than trying to be somebody else, no matter what it is." ~Brian Thompson In the right hands, financial planning is a healing art. Wait, don't tune out! I go cross-eyed, too, thinking about indexes and funds and allocations! Just hang with me a sec. I promise you'll fall in love with my amazing guest Brian Thompson, tax attorney, certified financial planner™, registered life planner™, Forbes features writer, and podcaster. He's also a super friend and my Al-Anon pal.  Brian occupies many intersections and all of them inform his approach to socially responsible investing (or ESG). You'll leave here wiser and psyched about putting your values before your returns. I anticipate some whining. 'But Sarah, if I put my values before my returns, I won't have anything to live on!' Y'all, that's just capitalism's vice-like grip. It's time to integrate conversations about what we want to do with our money into our healing practices.  And I'm over here just trying to imagine a world where all financial planners show up the way Brian does. What a wonderful world that would be. *** Brian E. Thompson. As both a tax attorney and CERTIFIED FINANCIAL PLANNER™, Brian provides comprehensive financial planning to LGBTQ entrepreneurs who run mission-driven businesses. Entrepreneurs hold a special place in his heart. He spent a decade defending them against the IRS as a tax attorney and has become one himself as an advisor.   For full show notes, resources, and links to connect with our guest, visit: http://www.headhearttherapy.com/podcast   HEY THERAPISTS... You're invited to Head/Heart Conversations, our webinar series designed for psychotherapists who want to invite their inner healer to the forefront of both work life and personal life. In this four-part series, we will invite participants to learn about themselves as well as enhance their clinical skills. Details & Registration: http://tinyurl.com/hhconvos Promo Code for $20 off: podcast Friday, May 7, 2021 - Trauma from the Individual to the Collective by Rayell Grayson, LCPC, CADC and Sarah Buino, LCSW, RDDP, CADC, CDWF Friday, September 17, 2021 - Body Language by Joanna Taubeneck, LCPC, R-DMT, GL-CMA, E-RYT Friday, November 19, 2021 - Queering our Conversations by Benji Marton, LCSW   *** Conversations with a Wounded Healer is a proud member of @mhnrnetwork. Let's be friends! You can find me in the following places... Website: www.headhearttherapy.com/podcast Facebook: https://www.facebook.com/WoundedHealr/ https://www.facebook.com/HeadHeartTherapy/ Instagram: @headhearttherapy Twitter: @WoundedHealr @HeadHeart_Chi