Listen "Impact Investing: Aligning your investments with progressive values"
Episode Synopsis
Conventional wisdom says that your personal wealth often has to come at the cost of your personal values — that you have to sell out. Financial advisor Marie Thomasson of Modern Assets says it is possible for your investments to align with your personal values, even if you identify as a political progressive. In this episode of SoCal Voices, Marie shares how she landed in the world of financial advising, who the investment system truly serves, how to find socially conscious financial institutions and investments, and how you should approach your finances if you’re under 30, mid-career, or approaching or in retirement.ResourcesSelf-Help Federal Credit UnionMighty Deposits - helps you find a bank or credit union that's values alignedModern Assets - Marie Thomasson’s websiteMoney AMA - Calendar link to Marie Thomasson’s next “Money AMAs”Like the episode? Share it on social media and tag @socalvoices Enjoy the show? Leave a 5-Star review on Apple PodcastsSupport SoCal VoicesConnect with Angela Ross:Send an email to meReach out to me on LinkedInSupport the show
More episodes of the podcast SoCal Voices
Beating Burnout in SoCal Hustle Culture
20/11/2025
All In - The Power of Believing in Yourself
06/11/2025
What SNAP Changes Mean for Local Food Banks
23/10/2025
Protecting Democracy in a Targeted State
16/10/2025
What's Next for Public Media?
02/10/2025
How Schools Make Race
18/09/2025
Helping immigrants thrive in the workplace
04/09/2025
Why 2025 Feels Like 1925 in SoCal
21/08/2025
How to Age with Power & Purpose
07/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.