Social Justice – Page 2 – Deep Impact Investing

Episode 38: 15 Tips & Tricks for Saving and Budgeting in 2021

By deepimpactinvesting | December 23, 2020

Whether we make $10 or $100 an hour, many of us are always looking for ways to better save our money.

In this episode, Kimberly Griego-Kiel reveals 15 tips and tricks to help you maximize your savings in 2021. Kim shares money-saving strategies to help you work towards your savings goals and highlights ways a monthly budget plan can complement your savings process.

In this episode, you will learn:

About saving for emergency funds, vacations, or debt repayments
Bulk buying, gardening, homemade meals, and streaming services as affordable alternatives
Benefits of a clean and clear credit score
What to ask yourself when making big purchases
And more!

Join Kim now and discover how you can optimize your spending, saving, and budgeting for 2021!

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

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Episode 37 – Meet Horizons’ Newest Team Members: Part 2 — With Alan Gammel & Patricia Hathaway

By deepimpactinvesting | December 9, 2020

Meet Horizons Sustainable Financial Services’ newest team members, Alan Gammel and Patricia Hathaway!

In this episode, get your official introduction to Alan and Patricia and discover why they’ve joined the Horizons family as advisors representing the Pacific Northwest. Plus, get to know more about them and their passions both in and out of the office!

In this episode, you will learn:

How Alan and Patricia got into the impact investing industry
Ways they aim to help Horizons clients meet their financial and investing goals
How Alan and Patricia give back to their communities
About Alan and Patricia’s heroes and how they have shaped who they are today
And more!

Tune in now to meet Alan and Patricia!

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Episode 36 – The Real Horror Story: The Melting Arctic Ice Caps

By deepimpactinvesting | November 25, 2020

You may have seen brief coverage about the thawing Arctic. Your interest may even have been peaked by pictures of sad and emaciated polar bears. But the rest of the story, the real horror story, is what deserves our full and immediate attention.

In this episode, Kimberly Griego-Kiel explores the horror story that is the melting of the Arctic ice caps. Kim explains this event’s impact on humanity and the earth and suggests different things we can do to improve this dire situation.

In this episode, you will learn:

How the melting Arctic impacts our recent weather phenomenons
Kim’s take on different ways to save the Arctic
How permafrost thawing can lead to gigatons of carbon into the atmosphere
Why you should consider impact investing
And more!

Tune in today and discover how your investing can help you become more environmentally conscious!

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

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Episode 35 – 7 Tips For Choosing The Right Financial Advisor

By deepimpactinvesting | November 11, 2020

While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor.

To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor.

In this episode, you will learn:

Why a proper financial advisor will never promise potential returns
How to find an advisor that fits your business and investment needs
Why your advisor should be a fiduciary
The difference between a financial planner and a broker
And more!

Tune in to discover how working with an advisor can lead you to better long-term results!

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

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Episode 34 – Meet Horizons’ Newest Team Members — With Bryanna Briley & Paul Perret

By deepimpactinvesting | October 28, 2020

“Great things in business are never done by one person. They are done by a team of people.” – Steve Jobs

Meet Horizons Sustainable Financial Services’ newest team members, Bryanna Briley and Paul Perret!

In this episode, get your official introduction to Bryanna and Paul and discover who they are both professionally and personally — and why they’ve joined the Horizons family.

In this episode, you will learn:

How Paul acquires new clients in Alabama
Bryanna’s insight on entering the socially conscious side of the financial industry
Paul’s financial philosophy
About Paul and Bryanna and their proudest achievements
And more!

Tune in now to meet Bryanna and Paul and to learn how they will help Horizons clients join their financial goals with their personal values!

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

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Episode 33 – HIP Investing: Making Money While Doing Good – With Paul Herman

By deepimpactinvesting | October 7, 2020

There are many investing approaches you can use to invest in a way that will not only align with your goals, but also with your values.

Today, Kimberly Griego-Kiel joins HIP Investor’s founder and CEO, Paul Herman, to explore his unique investing process. Paul discusses how HIP investing can pursue both human impact and profit and reveals how he rates companies around issues such as health, wealth, earth, equality, and trust.

In this episode, you’ll learn:

The five pillars of HIP investing
How HIP investing benefits companies and their employees
Paul’s take on HIP’s climate change scoring and its ripple effect on humanity
How Paul found his passion for impact investing
And more!

Join Kim and Paul now and discover the power of HIP investing!

Resources: Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Facebook | HIP Investor | The HIP Investor: Make Bigger Profits by Building a Better World | Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society

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Episode 32 – Will ESG Funds Really be Banned in ERISA Plans?

By deepimpactinvesting | September 16, 2020

In June 2020, the Department of Labor proposed a new rule for employer-sponsored retirement plans, proposing changes to the way fiduciaries handle these plans when it comes to ESG investing.

If this rule comes to pass, what would it mean for socially responsible investors and their advisors?

In this episode, Kimberly Griego-Kiel explores the answer to this question. She breaks down the proposed rule and its implications, while also addressing Doug Lynam’s article on the proposed rule and why her views on the rule differ from his.

In this episode, you will learn:

The contrast between Doug’s and former DOL employee Bradford Campbell’s opinion on the rule
Whether this rule could really result in it being “illegal” for investment advisors to practice ESG investing in these plans
Kim’s perspective on the proposed rule
What other proposed rules investors and advisors should be paying attention to
And more!

Tune in now to learn about the DOL’s proposed rule for employer-sponsored retirement plans and ESG investing — and what it could mean for investors and advisors alike!

Resources: Holy Trinity of Finance Article | kim@horizonssfs.com | Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com | Horizons Sustainable Financial Services Facebook

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