In this week's episode, Joe and Greg are joined by Linda Rogers, CFP, from Planning Within Reach to discuss financial literacy, ESG and where Sustainability might be going. Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment management in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors. Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
In this week's episode, Joe and Greg are joined by Linda Rogers, CFP, from Planning Within Reach to discuss financial literacy, ESG and where Sustainability might be going. Planning Within Reach, LLC (PWR) is a fee-only and fiduciary wealth management firm offering one-time comprehensive financial planning and ongoing impact-focused investment management in San Diego and nationwide. PWR is a woman-owned firm that specializes in busy professionals and impact investors.
Be sure to find us on Spotify and Apple by searching "Ecofin Podcasts" and subscribe!
Topics referenced:
Linda's Backstory (1:45)
How and when she started podcasting (6:10) and her blog - www.lindavrogers.com
How she talks about sustainability (10:57)
Financial Literacy and how "we" can be doing better for our kids (16:20)
Meeting people where they're at from a Sustainability perspective (21:06)
ESG Blowback (25:00)
Playing to the lowest common denominator and ESG (31:16)
Where Sustainability might be going (34:12)
Links referenced:
https://www.barrons.com/articles/insurance-costs-home-auto-weather-8fdfe858?mod=Searchresults
https://www.msci.com/research-and-insights/podcasts/esg-now
https://www.spglobal.com/esg/podcasts/
https://plantnet.org/en/