We are joined by our new CFP Marie Thomasson of Modern Assets. We will be conducting a series on Socially Responsible investing teaching you not only what it is but how to take action in your own investing. We cover:

• The history of Socially Responsible/Sustainable Investing
• How climate change sparked ESG investing
• Fees and returns in ESG portfolios
• Why the fees are higher
• Transition to Impact Investing

We want to hear from you! If you have money questions or if you want us to assess your finances, please complete this form. 

Stay connected:

Learn more about Marie by visiting her website

Join the NOF Facebook group

To read the full show notes, visit https://www.nursesonfirepodcast.com/cfp

How to share a podcast

How to subscribe, rate and review a podcast

To learn more about the giveaway, click here