Impact Investing: Aligning your investments with progressive values

25/01/2024 43 min
Impact Investing: Aligning your investments with progressive values

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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