EPISODE · Mar 17, 2021 · 53 MIN
RL056 – Retirement Lifestyle: Investing aligned with your values
from Retirement Lifestyle Show with Roshan Loungani and Adrian Nicholson · host Roshan Loungani and Adrian
This episode of the Retirement Lifestyle Show focuses on sustainable investing. What is sustainable investing? How can you incorporate it into your portfolio? These are among the topics and more that we discuss to see how investing along with your values can fit into your financial future [04:55] EGS as a Subset of Value-Based Investing [09:10] Components of EGS Investing [13:24] How to Implement EGS investing [17:30] Risk Versus Returns [28:39] Practical Examples of how Sustainable Investing Affects our Communities. [33:18] Investment opportunities in the EGS Space [41:50] How Tech Firms Perform in the EGS Space [45:55] Impact Versions of Private Investments Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Website: https://retirementlifestyleshow.com/ Check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan’s Twitter, Roshan’s LinkedIn, Erik’s LinkedIn, and Adrian’s LinkedIn. All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
What this episode covers
This episode of the Retirement Lifestyle Show focuses on sustainable investing. What is sustainable investing? How can you incorporate it into your portfolio? These are among the topics and more that we discuss to see how investing along with your values can fit into your financial future [04:55] EGS as a Subset of Value-Based Investing [09:10] Components of EGS Investing [13:24] How to Implement EGS investing [17:30] Risk Versus Returns [28:39] Practical Examples of how Sustainable Investing Affects our Communities. [33:18] Investment opportunities in the EGS Space [41:50] How Tech Firms Perform in the EGS Space [45:55] Impact Versions of Private Investments Roshan can be reached at [email protected] or at 202-536-4468. Erik can be reached at [email protected] or 815-940-4652. Adrian can be reached at [email protected] or at 703-915-8905. Website: https://retirementlifestyleshow.com/ Check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan’s Twitter, Roshan’s LinkedIn, Erik’s LinkedIn, and Adrian’s LinkedIn. All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
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RL056 – Retirement Lifestyle: Investing aligned with your values
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