Tag: retire

Episode 11 — The UN’s 17 Sustainable Development Goals — Part 1

Episode 11 — The UN’s 17 Sustainable Development Goals — Part 1

Do you want to make a difference in your community through your investments?

If your answer is yes, then Kimberly Griego-Kiel has you covered! Today, Kimberly kicks off a new mini-series on the United Nations’ 17 Sustainable Development goals. In each part of the mini-series, Kim will tackle two or three of the UN’s goals in detail, giving you a greater understanding of their importance to this planet and all of us living on it.

In this episode, you’ll learn:

  • Why the UN created these goals
  • What role we can play in accomplishing these goals 
  • Statistics that highlight why these drastic measures need to be implemented
  • And more!

Listen now to learn all about how organizations like the UN are trying to make a difference in our world!

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

Episode 10 — The Power of Community Investing — With Guest, Justin Conway

Episode 10 — The Power of Community Investing — With Guest, Justin Conway

Do you want to make a difference in your community through your investments?

If your answer is yes, then Kimberly Griego-Kiel has you covered! Today, Kimberly is joined by Justin Conway, vice president of investment partnerships at Calvert Impact Capital, to explore the ins and outs of community investing and how you can get involved in this type of investing.

In this episode, you’ll learn:

  • What community investing is and why it’s important
  • The types of options available in high-impact community investments
  • How your community investments can be tailored to your risk-return level 
  • Some of the transformational work Calvert Impact Capital has done over the years
  • And more!

Listen now to learn all about community investing and how you can get involved today!

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

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

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

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

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

Episode 8 — Demystifying the World of Investing

Episode 8 — Demystifying the World of Investing

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

 

Episode 7 — Discover Sustainable Investing — With Sonya Dreizler

Episode 7 — Discover Sustainable Investing — With Sonya Dreizler

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

 

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

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

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

 

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

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

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

 

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

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

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

Episode 3 — The Power of Socially Responsible Investing

Episode 3 — The Power of Socially Responsible Investing

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

 

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

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

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