Podcasts about csric

Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com ​Here's more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm's SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron's, Bloomberg, Money Magazine, Investor's Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

Send us a Text Message.Today on Women and Money, we have Gabrielle Mollick, CFP®, CSRIC®, with us. Gaby is a financial advisor at Mercer Advisors in Denver, Colorado, and a Purse Strings-approved professional. We're so excited to have her on the show today to share her passion for empowering women to build financially fearless futures.Gaby has a powerful story, watching her parents' commitment to education, hard work, and intentional financial choices from a young age. However, following the unexpected passing of her father, she and her family faced challenges due to an absence of proper end-of-life planning. Listen in as she talks about the importance of financial literacy, breaks down some common misconceptions about investing, and highlights the value of early financial planning.Here's some of what we discuss in this episode:0:00 – Intro 1:43 – Gaby's financial advising journey + upbringing8:41 – The sudden passing of Gaby's father 14:00 – Mercer's goals-based approach17:13 – End-of-life planning and incapacitation planning21:53 – Gaby's advice for getting startedLearn more about GabyGaby is primarily responsible for guiding her clients toward financial success through tax planning, investment management, and strategizing retirement decisions. She also serves on the Mercer Advisors Investment Committee ESG Investments Subcommittee and the InvestHERS Steering Committee, and she leads the Financial Literacy employee program. Gaby's expertise revolves around a deep-rooted passion for empowering professionals and families of all backgrounds, serving the unique planning needs of women investors, and ESG/values-based investing. Prior to joining Mercer Advisors, Gaby worked with a top brokerage firm. She graduated from the University of Akron, earning a Bachelor of Business Administration degree in financial planning. She holds the FINRA Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI CounselorSM.Episode LinksGaby on Purse Stringshttps://pursestrings.co/professional/financial-advisor/colorado/denver/gabrielle-mollick-cfp-csric/Mercer Advisors https://www.merceradvisors.com/meet-our-team/gabrielle-mollick/https://www.merceradvisors.com/Gaby on Linkedinhttps://www.linkedin.com/in/gabrielle-mollick-cfp%C2%AE-csric%C2%AE-440762a6/Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/ To learn more about money and access additional episodes, visit us online: https://pursestrings.co/

Do you intend to incorporate ESG investing into your portfolio but don't know where to start? As reporting standards, disclosure requirements, and available data continue to evolve, it can be overwhelming for investors to navigate this ever-changing landscape! In this episode, Bob DiMeo and Devon Francis speak with Sarah Hinman, CPA/PFS, CFP®, CSRIC®, Senior Consultant … Read More Read More

https://youtu.be/oVoNCAE6VH0 In this episode, Bill interviews Jennifer Coombs. Jennifer is an Associate Professor at the College for Financial Planning, Developer of the CSRIC designation, and ESG subject matter expert.  You can see our video at: https://youtu.be/oVoNCAE6VH0 I recently got my CSRIC designation – Chartered Sustainable Responsible Impact Investing (SRI) Counselor. Jennifer was my instructor. Here are some highlights from our conversation: CSRIC designation program started October 2018 The course is updated annually and syncs to the USSIF trends reports There are two instructors currently teaching the course Grew out of the USSIF condensed foundations course USSIF has had demand for a designation in the SRI field but they lacked the resources to do it until they partnered with the College for Financial Planning Mostly financial advisors are in the CSRIC course but there are some asset managers Jennifer worked as an analyst in NY before moving to Colorado She had done a TED talk on sustainable investing One of the funds she worked for had an SRI index The CSRIC course covers: Terms History of SRI How is SRI relevant today (largely environmental) Strategies that are used: positive and negative screens; shareholder advocacy, community investing Thematic investing Corporate social responsibility Risk and return elements – ESG scores, metrics, ratings (useful but not perfect) Asset allocation Ethics and the fiduciary standard Opportunities and challenges in SRI USSIF does a lot of work around consumer awareness of SRI The course demand is client driven – clients want the options of SRI portfolios We discussed the acceptance (and pushback) of the course in the SRI community There has been a shift in the people interested in SRI We discuss the latest USSIF trends report – the findings and the limitations because the reporting is not complete Reporting to USSIF is voluntary but reporting was up for the latest report The top shareholder advocacy issues were around climate change and equality (racial and gender) We discussed resources to keep up to date with SRI US SIF website MSCI Morningstar – sustainalytics As You Sow Barrons Green Money Journal To get more information about CSRIC, you can visit: cffp.edu or contact Jennifer at: jennifer.coombs@cffp.edu

Imagine being a mom of three young kids, waking up with a sore throat and stopping by urgent care to make sure it's not strep. Instead of being told yup, it's strep, you're raced to the ER because you don't have a cold or even a virus… you have cancer and your organs are shutting down. This is exactly what happened to our special and brave guest Catherine Dittmer. At first there is denial and annoyance, then lots of anger. In this episode Catherine generously shares her story and how she coped. By sharing her journey, Catherine is on a mission to help others who may be faced with a  terrifying diagnosis. Catherine is a  Leukemia survivor from Iowa where she lives with her husband and three daughters. She sits on several non-profit boards and is very active in philanthropic leadership including the Leukemia and Lymphoma Society, Gilda's Club, Junior Achievement, Better Money Habits, etc. She is a Certified Financial Planning professional with Merrill Lynch Wealth Management where her women-focused team designs financial plans based on the priorities and values of the woman. Catherine loves to read and spends much of her time with a book by her side. Are you a Modern Gen X Woman? Get the Modern Gen X Woman Manifesto. Send me the manifesto! In this episode we're talking about…The real thoughts and emotions that go through your mind when facing a terrifying diagnosisHow despite feeling angry and scared at first, Catherine ultimately made the choice to live and took control of her situation by doing things like donating her hair to Locks of Love, making a music video about it to announce her diagnosis, and writing a children's book for her youngest daughterHow to relinquish control over everything and have grace with yourself in order to focus on fighting for survival. The things Catherine did to keep going and what she wishes she did differently The importance of letting go and letting others helpWhy owning the difficult reactions helps you adapt to difficult situations and empowers you to move forward “I want to be a guiding light for others going through difficult times and hope people can learn from my experiences.” “I made the choice to live” Mentioned in this episode: Become a Stem Cell donor: Donate Marrow or Blood Stem Cells | Be The MatchRed Door Community, Formerly Gilda's Club Locks of Love Follow Catherine Dittmer:  Email: Catherinegdittmer@gmail.comCorp Email: Catherine.dittmer@ml.comInstagram @ catherine.dittmer LinkedIn @ Catherine Dittmer, CFP®, CSRIC®, CPFA® | LinkedInWebsite @ The Hanser-Scott Group| Merrill (ml.com)Want to connect with other Modern Gen X Women? Join our Facebook community Modern Gen X Woman created by Gen X Women for Gen X Women. Be a part of the conversation and get support on your career, business, and life.Get your free copy of our digital magazine, GEN neXt, The Voice of the Modern Gen X Woman. www.moderngenxwoman.com/gennext GEN NeXt is a collection of insights from incredible organizations, women, and industry experts who have dedicated themselves to the same cause—turning up the volume of women 40+. We're not just Gen X we're GEN neXt

Let's talk money, honey. Today I'm joined by a revolutionary financial advisor, Molly Berger. Molly specializes in socially and environmentally conscious investing and comprehensive financial planning to help clients from all backgrounds, careers, and economic statuses align their dollars with their values. Recognized with the CSRIC designation and known across the country as an ESG investing expert, Molly brings a fresh, honest, and educated conversation about money to Ironically Serious. We first dive into money traumas, familial money issues, and how our upbringing can affect our relationship with money. We talk about the era of “money influencers” and how to discern between expert advice and bad advice. Molly shares her own story and what led her to the financial industry. She breaks down what “financial literacy” is and how marginalized communities have historically had bad experiences with the financial industry. Stay connected with Molly:Instagram @mollymaliInstagram @queencitywealthWork with Molly mollyberger.nm.comLearn more about the Ironically Serious podcast at www.ironicallyserious.comFollow the podcast on Instagram @ironicallyseriouspodStay connected with Taylor @taytorresSubmit your SOS to be featured on an episode here.Leave Taylor a voicemail here.

Jennifer Coombs is the Director of Client Success at Ethos ESG,  which offers powerful, personalized ESG data and software for financial advisors, asset managers, institutions, and investors. She has 16 years in the financial services industry, is an Adjunct Professor at CFFP,  and the creator of the CSRIC™ designation. She will share about Ethos ESG and how the software is able to meet the needs of impact investors through the solutions they provide.

When it comes to investing, women and men often differ in their approaches and their goals. Gain perspective from two veteran business consultants at John Hancock Investment Management, Julie Cronin and Sarah Walter, CIMA, ABFP, PMA, CSRIC, AWMA. Julie and Sarah join podcast host John P. Bryson to discuss the importance of women taking charge of their finances. Among the topics they cover: the biggest differences between female and male investors, why it's important for financial professionals to focus on their female clientele, and why it can be important to serve female and male clients differently. Julie and Sarah offer tips on how to best serve each gender and present findings from case studies that are covered in our Women, Wealth, and Wisdom presentation. Finally, they share positive changes they've witnessed with respect to women in finance over the last 20 years that they've been working with women and investment professionals, and some of the areas they think we still need to improve.

Brent rewinds one of our most popular episodes with Kyle Larson and Lily Styrmoe of TCI Wealth Advisors. They go over their top tips for how younger individuals and families can begin building the generational wealth that they've dreamed of. Kyle Larson is a a CFP, Financial Advisor, and Shareholder at TCI Wealth Advisors. Kyle graduated from the University of Arizona before attending medical school and later becoming a financial planner.  While Kyle enjoys working with all clients, he specializes in planning for doctors, nurses, and others who work in medicine, namely new and resident physicians. You can find Kyle at https://tciwealth.com/employee-directory/kyle-larson/ and can contact him at kyle.larson@tciwealth.com. Lily Styrmoe is a CFP, CSRIC, and Financial Advisor at TCI Wealth Advisors. Lily graduated Magna Cum Laude from Northern Arizona University with a degree in Environmental Studies. Her particular area of expertise is in sustainable, responsible, and impact investing. Lily enjoys aligning clients' long term investment strategy and overarching financial plan with their core values, specifically environmental and socially responsible focused goals. You can find Lily at https://tciwealth.com/employee-directory/lily-styrmoe/ and can contact her at lily.styrmoe@tciwealth.com. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent go to https://wealthandlaw.com/team/.

Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team Rehabilitation - Wauwatosa about how to prepare for injury or illness with disability income insurance and how to recover through physical therapy.

In this episode of the Stuff About Money podcast, Erik Garcia, CFP® and Xavier Angel, CFP®, sit down with Nolin Frias CFP®, CPWA®, CIMA®, CSRIC to chat about how to never have a car note again, or at least the option of no car note Episode Highlights: Nolin shares a little bit about himself. (3:51) Nolin explains that not all debt is bad debt. (9:27) Nolin shares how he manages his expenses with his pay structure and what he hopes it will look like in the future. (13:22) Nolin talks about his grandmother's perspective on debt where there was no good, bad, or middle-of-the-road debt; it was just a matter of avoiding debt at all costs. (18:37) Nolin talks about the personal part of personal finance and how he and his wife manage theirs. (20:51) Nolin admits that his father is the polar opposite of him in that he has leased a car his entire life. (37:34) Nolin believes that driving a less expensive car will help him achieve more goals due to the financial flow and that he can reallocate those resources. (40:26) Nolin mentions that he is now reading The Millionaire Next Door. (43:27) Key Quotes: “The word of the day is optionality. It's giving yourself the options to be able to make decisions that are in your best interest for the present and the future.” - Nolin Frias, CFP®, CPWA®, CIMA®, CSRIC “It's being thoughtful about your decision making. And if you think it through, and you're educated on it…it's just having the understanding of, is this costing me something else?” - Nolin Frias, CFP®, CPWA®, CIMA®, CSRIC “So for me, that's something that really stands out that not all debt is bad.” - Nolin Frias, CFP®, CPWA®, CIMA®, CSRIC Resources Mentioned: Nolin Frias, CFP®, CPWA®, CIMA®, CSRIC LinkedIn Erik's Interview with Dee-1 Erik Garcia, CFP® Xavier Angel, CFP®, ChFC, CLTC Garcia Financial Group Angel Wealth Strategies

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate market, the impact on both sellers and buyers and what is to come for the remainder of 2021.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan.

SRI history. ESG portfolio construction. All things shareholder advocacy. It's nirvana for ESG geeks! This week we discuss the Chartered SRI Counselor™ designation with the program's lead author and instructor, Jennifer Coombs MSF, CSRIC™, CRPC®.  If you are looking for ways to better understand the rapidly evolving sustainable investment industry, tune in to hear about this unique credential from the College for Financial Planning.   Change Finance, P.B.C. (Change Finance) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. The opinions expressed herein are those of Change Finance, P.B.C. (Change Finance) and are subject to change without notice.

Justin Jackson, CSRIC is one of the original MSUWMA Podcast Hosts. He is a student at Michigan State University enrolled in the Wealth Management and Financial Planning Program as well as a Financial Associate at Financial MD, located in Lansing, MI. In this conversation with Vincent, Justin reflects on his past interviews with people in the financial planning profession on the MSUWMA Podcast and gives us a glimpse of his future plans as he prepares for graduation from MSU. LinkedIn: https://www.linkedin.com/in/justin-jackson-csric%E2%84%A2-073174128/ WMA website: http://msuwma.com WMA YouTube: https://www.youtube.com/channel/UCT-eaRPTd0R1WlrLkRBweuQ Contact: msuwma@gmail.com Song credits: Abstract Orchestra, Fancy Clown - https://www.youtube.com/watch?v=hYhN8is0Syg

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O'Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O'Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.

The post Chartered Sustainable Responsible Impact Investing (SRI) Counselor – CSRIC appeared first on AIO Financial Advisors Fee Only Fiduciary.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Julie Poehlmann-Tynan, Dorothy A. O'Brien Professor in Human Ecology at UW-Madison, to discuss resiliency in children and families during the pandemic. Julie gives resources and talks about the importance of having partners you trust.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental health during challenging times, the economic impact the pandemic has had on the fitness industry and how personal wellness can affect your financial portfolio.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the current state of public housing, trends of homebuyers and the economic impact of loans and opportunities for underserved communities.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable food systems along with the current and historic economic impact of farmers markets.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with formerly incarcerated job seekers who are ready to utilize their past experiences to create a better future.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the automobile industry and the future of electric vehicles.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Alex Moehn, founder of the podcast - Cream City Pacers, about how running can be used to keep your body healthy, expand your social circle and connect you to organizations to reach your charitable giving goals.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how to use food for prevention, aid and fuel for our bodies. Hear Amberlea's story of using food to help her during her breast cancer diagnosis.