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Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing
Podcast - YourStake, Your Story

Ep. 11 - How beekeeping brought me into ESG investing

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.
Ep 10. Using an AND approach to creating good in the world
Podcast - YourStake, Your Story

Ep 10. Using an AND approach to creating good in the world

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing
Ep. 9 - The Future of Investing should be Values-Based
Podcast - YourStake, Your Story

Ep. 9 - The Future of Investing should be Values-Based

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.
Ep. 8 - Why you ought to talk about societal issues with your money manager
Podcast - YourStake, Your Story

Ep. 8 - Why you ought to talk about societal issues with your money manager

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.
Ep. 7-  Making an Impact & Imaging What the Future Holds
Podcast - YourStake, Your Story

Ep. 7- Making an Impact & Imaging What the Future Holds

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.
Ep. 6 - Investing with Your Values without Compromise
Podcast - YourStake, Your Story

Ep. 6 - Investing with Your Values without Compromise

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.
Ep. 5 -  Why ESG is the GPS of Investing
Podcast - YourStake, Your Story

Ep. 5 - Why ESG is the GPS of Investing

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing
Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person
Podcast - YourStake, Your Story

Ep. 4 - People, Planet, & Profit- Being A Socially & Environmentally Conscious Person

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.
Ep. 3 - Financial Literacy is Incomplete Without Financial History
Podcast - YourStake, Your Story

Ep. 3 - Financial Literacy is Incomplete Without Financial History

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy
Ep. 2 – What Sustainable Investing Does and the Impact it Creates
Podcast - YourStake, Your Story

Ep. 2 – What Sustainable Investing Does and the Impact it Creates

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.
Ep. 1 - ESG isn’t just “one size fits all”
Podcast - YourStake, Your Story

Ep. 1 - ESG isn’t just “one size fits all”

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.
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