Financial Planning and ESG Investing episode artwork

EPISODE · Sep 18, 2019 · 26 MIN

Financial Planning and ESG Investing

from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors

This week on the podcast, financial advisors Mitch DeWitt and Keith Poniewaz talk "trends" before turning to something that has often been described as an investing "trend": Environmental, Social, Governance or ESG investing. In addition to talking about what ESG means (and it doesn't mean the same thing to every investor), they discuss how true ESG investing should extend beyond simply picking some funds to use those principles to inform your financial plan.

Episode metadata supplied by the publisher feed · Published Sep 18, 2019

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Financial Planning and ESG Investing

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