Finances – Page 5 – Deep Impact Investing

Episode 9 — Global Climate Change and the Explosion of Carbon Energy Reserves

By deepimpactinvesting | October 7, 2019

How can you adjust your portfolio to influence the carbon energy problem?

Today, Kimberly Griego-Kiel and Johann Klaassen discuss how they handle these requests from clients using two approaches — divesting and engaging. They share what each approach entails and what types of people they are best suited to.

In this episode, you’ll learn:

The problem with carbon energy companies
The two approaches to solving the carbon dioxide problem
What divestment means and some of its challenges
The benefits of remaining engaged with carbon energy companies
The performance differences between a divestment portfolio versus an engagement portfolio
And more!

Listen now to learn the difference between divesting and engaging investment approaches and how they can work for you!

Resources: Horizons Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Facebook

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 8 — Demystifying the World of Investing

By deepimpactinvesting | August 14, 2019

Do you have a lot of questions about investing? Don’t worry, you’re not alone.

Many people want to invest but feel hesitant because of their lack of knowledge. Long an enthusiast for working with newcomers to the world of investing, Kimberly Griego-Kiel is dedicating this episode to guiding you through the ins and outs of investing.

In this episode, you will learn:

What a stock is and what benefits and responsibilities come with owning one
How bonds work and why they’re a worthwhile addition to a portfolio
What mutual funds are and what makes them a desirable investment
What types of expenses are involved in owning mutual funds
And more!

Tune in to this information-packed episode now to solidify your understanding of the investing world!

Resources: Horizons Sustainable Financial Services: (505) 982-9661| info@horizonssfs.com | Horizons Facebook

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 7 — Discover Sustainable Investing — With Sonya Dreizler

By deepimpactinvesting | August 7, 2019

Have you heard of sustainable investing, but you’re not sure what it’s all about?

Today, Kimberly Griego-Kiel speaks with Sonya Dreizler about the sustainable investment industry. They discuss how advisors can make impact investing more accessible to the average advisor, and then they go on to uncover the industry’s top trends.

In this episode, you will learn:

The inspirational role that Sonya’s mother played in her life
How the social impact industry is changing the standard in the corporate industry to include more women and minorities
Ways companies can be encouraged to do the right thing in areas concerning their employees’ and social issues like race
How to make impact investing more accessible to the average investor
Why advisors should share sustainable investing opportunities with each other and their clients
And a lot more!

Listen now to learn about sustainable investing and how it can benefit the average investor.

Resources: Horizons Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Facebook | Solutions with Sonya | Sonya Dreizler

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 6 — What You Need to Know for the 2019 Shareholder Advocacy Proxy Season

By deepimpactinvesting | June 19, 2019

The shareholder advocacy proxy season is upon us, yet many investors are unaware of just how important their votes and voices are.

As a way of bringing about meaningful change in the companies you’re invested in, shareholder proxy voting is one of Kimberly Griego-Kiel’s biggest passions. Today, she’s breaking down everything you need to know about proxy voting, from what it is to why it’s important for you to participate in.

In this episode, you’ll learn:

The qualifications you need to file a shareholder resolution
What resources to use to get informed about the current proxy season
The top issues of the 2019 proxy season — from climate change to drug costs
Examples of early voting successes
Why you need to pay attention to how your mutual fund is voting
And more!

Listen now to learn how you can use your voice this proxy voting season to help make changes that matter!

Resources: Horizons Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Facebook

As You Sow | Interfaith Center on Corporate Responsibility

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 5 — How Sante Fe is Going Green — With Glenn Schiffbauer

By deepimpactinvesting | June 5, 2019

Santa Fe may be a small community, but they’re taking big steps on the path to going green.

Today, Kimberly Griego-Kiel is joined by Glenn Schiffbauer, the executive director of the Santa Fe Green Chamber, to explore how Santa Fe is becoming increasingly sustainable and why businesses are starting to focus more on the triple bottom line.

In this episode, you’ll learn:

How Santa Fe Green Chamber is incorporating more advocacy and implementation into their work
About the current hot topic issues like tax credits and the Energy Transition Act
How the Santa Fe community is incorporating sustainability into their businesses and community college
The innovation that’s helping restaurants save millions of gallons of water a year
Why businesses need to take the lead when it comes to sustainability
And more!

Join Kimberly and Glenn now for an enlightening conversation on Santa Fe and the steps it’s taking for a more sustainable tomorrow.

Resources: Horizons Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Facebook

Santa Fe Green Chamber of Commerce | Meow Wolf

Our Sponsors:

Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 4 — Creating a Sustainable Economy — With Guest Hunter Lovins

By deepimpactinvesting | May 22, 2019

Until you listen to this episode, you might not realize just how much our society and earth depend on sustainable investing.

Today, Kimberly Griego-Kiel and Johann Klaassen are joined by author and champion of sustainable development, Hunter Lovins. They discuss why it’s crucial that we create sustainable economic changes and the steps we need to take to start making these changes.

In this episode, you’ll learn:

The economic disruptions that will come in the next ten years
The power and profitability of regenerative agriculture
Why we need to shift away from a neoliberalism mindset
What DOT stands for and why everyone should have one
And more

Join Kimberly, Johann, and Hunter now and learn how you can ensure your money is residing in places where it’s in service to life rather than against it.

Resources: Horizons Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Facebook Natural Capitalism Solutions | A Finer Future: Creating an Economy in Service to Life | Natural Capitalism: Creating the Next Industrial Revolution | Rocky Mountain Institute | Change Finance Dirt to Soil: One Family’s Journey into Regenerative Agriculture | Wellbeing Economy Alliance

Our Sponsors: Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 3 — The Power of Socially Responsible Investing

By deepimpactinvesting | May 15, 2019

Like many people today, you may be putting more thought into how you spend your money and where it goes. So why should your approach to investing be any different?

Today, Kimberly Griego-Kiel gives you a rundown on what you need to know about socially responsible investing (SRI), what it is, why it’s important, and how you can practice it with your own investing.

In this episode, you’ll learn:

Why SRI is becoming increasingly popular
How to find out which companies are in your mutual fund portfolio
Why the belief that socially responsible investments underperform is a myth
How Kimberly helps clients find the right investments for them based on their values
And more!

Listen now to learn more about socially responsible investing and how you can start putting money where it matters today!

Resources: Horizons Sustainable Financial Services | 505.982.9661 | info@horizonssfs.com | Horizons Facebook

Our Sponsors: Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 2 — Teach Kids and Teens About Money in 3 Easy Steps

By deepimpactinvesting | April 24, 2019

When was the last time you spoke to your kids about money?

In honor of financial literacy month, Kimberly Griego-Kiel shares helpful tips and ideas on how you can talk to your kids and teens about money and sustainability and, ultimately, prepare them for a financially healthy future.

In this episode, you’ll learn:

How to teach young children the difference between wants and needs
Why we should talk to our kids about our own finances
The power of visuals when teaching children to save
Why it’s better to let kids make mistakes while they’re young
And more!

Join Kimberly now for an information-packed episode and learn three easy ways to teach your kids about money.

Resources: Horizons Sustainable Financial Services | 505.982.9661 | info@horizonssfs.com | Horizons Facebook

Our Sponsors: Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Episode 1 — Meet Kimberly Griego-Kiel and Johann Klaassen of Horizons Sustainable Financial Services

By deepimpactinvesting | April 24, 2019

Welcome to the inaugural episode of the Deep Impact Investing Podcast!

Today you will meet your hosts, Kimberly Griego-Kiel and Johann Klaassen. As Accredited Investment Fiduciaries™ at Horizons Sustainable Financial Services, Kimberly and Johann help clients who have a real passion for sustainable investing.

In this episode, Kimberly and Johann share more on what they do, why they love it, and who they are outside the office.

In this episode, you’ll learn:

How Kimberly and Johann found their passion for sustainable investing
Why they don’t have minimum asset requirements for potential clients
The three parts to their financial philosophy
What Kimberly and Johann would dedicate their lives to if they had all the money in the world
And more!

Tune in now to meet Kimberly and Johann and find out what they’ll be bringing to this podcast!

Resources: Horizons Sustainable Financial Services | 505.982.9661 | info@horizonssfs.com | Horizons Facebook

Our Sponsors: Calvert Research and Management | Pax World Funds | Trillium Asset Management

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More