Saving Money Socially Responsibly, The Easy Way - Expert Edition Episode 37 (Classic Episode)
Podcast: Financially IntentionalPublished On: Tue Aug 15 2023
Description: Send us Fan MailIn this throwback episode with certified financial planner Marie Thomasson, we discuss how to implement socially responsible investing using Aspiration Bank as an example. Marie highlights both the benefits and limitations of using Aspiration Bank, which is not an investment account but a way to bank in alignment to your values. This is one of many episodes in our socially responsible episode series.About Our Guest:Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.https://modernassetsla.com/Support the show---Grab your spot in my free Financial CPR class and learn the simple steps I used to go from paycheck to paycheck to my first million.Please join me here, and follow me on social media, Instagram, and Facebook.Need help getting started on your path to financial freedom? Start HereJoin the Financially Intentional Community Oh and please subscribe and leave a review on whatever app you're using to stream this podcast. Get my book Smart Money
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