Send us a text Are you passionate about having a positive impact in the world but unsure how to incorporate that into your financial strategy? In this episode, we'll explore how to have a thoughtful conversation with your financial advisor about aligning your investments with your social impact goals. You'll learn: The key questions to ask your advisor to understand their knowledge and approach to socially responsible investing. This will help you assess if they are up-to-date on the latest tren...
May 21, 2024•11 min•Season 5Ep. 124
Send us a text This week let’s chat about the Poor People’s Campaign. This is a revival of Rev. Dr. Martin Luther King’s radical campaign to unite poor people across the country to fight for an “economic bill of rights” including a guaranteed basic income and affordable housing. Fifty years later, the torch has been picked up by Rev. Dr. William Barber and Rev. Dr. Liz Theoharris. They have dedicated their lives to fighting for the poor, and have been gaining momentum in this modern renewal of t...
May 14, 2024•11 min•Season 5Ep. 123
Send us a text This week, host GG Gimja will share the simple process she used to move her investments to a more socially responsible index fund. Links from today’s episode: How to choose the best index fund | Forbes https://www.forbes.com/advisor/investing/how-to-choose-the-best-index-fund/ ICYMI another episode you might enjoy: Episode 76 The Surprising Truth About What ESG Investing Actually Means (recorded before the 2024 rebranding of this show) Connect With Genet “GG” Gimja: Website https:...
May 07, 2024•19 min•Season 5Ep. 122
Send us a text This week let’s chat about a book that was just released called “The Social Justice Investor” by Andrea Longton. It’s a very smooth read, good for beginners who are just getting started with investing and don’t want to have to check their societal values at the door. Links from today’s episode: The Social Justice Investor by Andrea Longton https://www.thesocialjusticeinvestor.com/ ICYMI another episode you might enjoy: Episode 25 - What Should I Be Reading? (recorded before the 20...
May 01, 2024•10 min•Season 5Ep. 121
Send us a text Have you ever thought about hiring a financial advisor? Did you know that there are a growing number of financial advisors and money coaches that are specializing in offering services for clients who want to consider their societal values in their plans for their money? And did you know that there are even financial planners who can help your existing financial planner learn about socially responsible investing so you don’t have to get a new advisor if you don’t want one? Today’s ...
Apr 23, 2024•12 min•Season 5Ep. 120
Send us a text Like many religious texts, the Quran has a lot to say about money! Back on episode 115 we discussed Islamic concepts of giving. In today’s episode, the principles of Islamic investing are covered. Whether you’re a religious person or not, learning about faith based investing principles can provide inspiration for your own journey in finding investments that align with your values. Tune in this week to learn more. Links from today’s episode: Saturna Capital https://www.saturna.com/...
Apr 16, 2024•12 min•Season 5Ep. 119
Send us a text The best episode ideas come from YOUR suggestions. Is there a topic you'd like to hear about on the show? Please send your ideas to [email protected] Let’s talk again soon. ICYMI another episode you might enjoy: Episode 103 Most Popular Episodes of 2023 (recorded before the 2024 rebranding of this show) Connect With Genet “GG” Gimja: Website https://www.progressivepockets.com Twitter https://twitter.com/prgrssvpckts Work With Me: Email [email protected] for b...
Apr 10, 2024•1 min
Send us a text Ever think about what your bank is doing with your cash? Whether your bank uses the cash in your checking and savings account to fund fossil fuel companies or gun manufacturers, the reality is that the banks are using their own set of societal values to deploy our cash every single day. In today’s episode, let’s talk about community focused, mission driven banks that might actually share your values! The cash sitting in our bank accounts can be used to fund affordable housing in o...
Apr 02, 2024•12 min
Send us a text With so many of us trying to shop sustainably these days, it can be confusing to know what all of the “free trade” and “socially responsible” tags on products mean. Tune in this week to learn more about the 1% for the Planet pledge that 5,000 companies in over 100 countries have signed. As a bonus, you’ll also learn about a fairly new Planet Impact Fund that has been launched by the same organization. Links from today’s episode: 1% for the Planet https://www.onepercentfortheplanet...
Mar 26, 2024•11 min•Season 5Ep. 117
Send us a text MacKenzie Scott is famously tight lipped about how she’s making decisions to give away her estimated $40 billion net worth. But researchers at Harvard have analyzed publicly available data to see what trends emerge. Where does she donate? And is any of it applicable to our own giving? Links from today’s episode: MacKenzie Scott’s Giving Pledge to give the majority of her wealth away https://givingpledge.org/pledger?pledgerId=393 What MacKenzie Scott Wants in a Grantee– A New Analy...
Mar 19, 2024•15 min•Season 5Ep. 116
Send us a text A common question that comes in from listeners is the soul searching question of “how much should I donate?” There are lots of ways to make that decision, for example, by studying various religious and cultural practices. In today’s episode, the concept of zakat, the third pillar of Islam will be discussed. This is the religious obligation to donate 2.5% of your wealth above a minimum threshold. Tune in today to learn about how zakat is calculated and the guidelines for who can gi...
Mar 12, 2024•16 min•Season 5Ep. 115
Send us a text Did you know there are membership organizations for people of means who want to use their money in greater alignment with their values? Whether you are looking for a group to join or looking for free resources online to DIY your own journey towards greater alignment between your money and your values, tune in this week to learn more about: Toniic, Women Donors Network, Solidaire, Resource Generation, and Thousand Currents. Links from today’s episode: Toniic’s Directory of Impact I...
Mar 05, 2024•17 min•Season 5Ep. 114
Send us a text Links from today's episode: https://www.tides.org/accelerating-social-change/philanthropy/five-facts-to-know-about-black-philanthropy/ https://www.blackphilanthropymonth.com/ https://en.wikipedia.org/wiki/Madam_C._J._Walker https://en.wikipedia.org/wiki/Mary_Ellen_Pleasant Support the show...
Feb 27, 2024•9 min•Season 5Ep. 113
Send us a text Today let's discuss the Black Dollar Index. During the racial reckoning in 2020, a group of Black professionals with expertise in healthcare, consumer packaged goods, media, finance, politics, and consulting got together and formed the Black Dollar Initiative. The idea was that this consumer advocacy group could unify the one and a half trillion dollars spent annually by Black Americans for racial equity. This group wants to hold corporations responsible to its Black employees, co...
Feb 20, 2024•11 min•Season 5Ep. 112
Send us a text This week let's look at a stock that claims to be designed for those of us who want to invest in anti-racist companies; the NACP ETF created by Impact Shares in 2018. The NACP ETF is an interesting model for socially responsible investing. Not only are the holdings screened according to criteria agreed to with the NAACP, but any proceeds that Impact Shares would receive from the ETF are donated to the NAACP. Sound too good to be true? Tune in this week so we can discuss. As always...
Feb 13, 2024•18 min•Season 5Ep. 111
Send us a text As we kick off Black History Month, this week's episode is about the interesting link between jazz and philanthropy based on research from Bridge Philanthropic Consulting, the nation's only Black full service fundraising consultancy. Tune in to learn about the contributions of Jon Batiste, Wynton Marsalis, and the legacies of Lou Rawls, Ella Fitzgerald and other jazz greats. Links from today's episode: READ: Jazz and Philanthropy | Bridge Philanthropic Consulting https://bridgephi...
Feb 06, 2024•10 min•Season 5Ep. 110
Send us a text This week please enjoy a fascinating episode from Renegade Capital featuring an interview with Rachel Robasciotti, Founder of Adasina Social Capital. In this interview she discusses an approach for financial activism that will surely appeal to social impact investors. Renegade Capital Podcast hosted by Andrea Longton, Ebony Perkins, and Leah Fremouw, is the activist’s podcast for finance and investments. They interview thought leaders who go into the ring every day to fight agains...
Jan 30, 2024•57 min•Season 5Ep. 109
Send us a text Thinking about dipping your toe into ESG investing or socially responsible investing? What are the pros and cons? Tune in this week to find out! Link from today's episode: Pros and Cons of ESG Funds https://www.forbes.com/advisor/investing/pros-and-cons-of-esg-funds/ Support the show...
Jan 23, 2024•11 min•Season 5Ep. 108
Send us a text In celebration of Martin Luther King Jr. Day let's dig into what this civil rights icon had to say about money. Spoiler alert- it might be more radical than you expect! Links from today's episode: Economic Equality: Martin Luther King Jr's Other Dream https://www.washingtonpost.com/outlook/2019/01/21/economic-equality-martin-luther-king-jrs-other-dream/ Four Times Martin Luther King Jr. Taught Us About Money https://www.debt.com/news/what-martin-luther-king-jr-taught-us-money/ Mar...
Jan 15, 2024•8 min•Season 5Ep. 107
Send us a text It's a new year and a new opportunity to think about ways that our money can be used to build the world we want. So if you've been thinking about the social impact of your money, and wanting a little more this year, tune in for a practical and simple way to make a goal for this year. Support the show
Jan 09, 2024•8 min•Season 5Ep. 106
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Jan 01, 2024•1 min
Send us a text Welcome to Progressive Pockets! Formerly known as Spend Donate Invest. After two years and about a hundred episodes, the show has a new name! Tune in this week to learn about the change! Support the show
Jan 01, 2024•4 min•Season 5Ep. 105
Send us a text Somehow we've come to the end of 2023! As we look back on the year, it's a great time to think about what impact our money had on the world. This week's episode will help you do exactly that! Support the show
Dec 26, 2023•8 min•Season 4Ep. 104
Send us a text This week on the show you'll find out which episodes were the most popular downloads in 2023, as well as some non-podcast related predictions for 2024. Enjoy this week's episode and stick around, new episodes will be uploaded through the holidays! Support the show
Dec 19, 2023•11 min•Season 4Ep. 103
Send us a text Results from a study of the impact of cash donations to 30,000 adults in Kenya have been released and the findings could lead to a paradigm shift in how most charities think about helping people. Links from today's episode It's one of the biggest experiments in fighting global poverty. Now the results are in. NPR. December 7, 2023 https://www.npr.org/sections/goatsandsoda/2023/12/07/1217478771/its-one-of-the-biggest-experiments-in-fighting-global-poverty-now-the-results-ar?utm_sou...
Dec 12, 2023•12 min•Season 4Ep. 102
Send us a text Donor advised funds...are they a handy tool to help be thoughtful about our donations or just another form of wealth hoarding? Share your thoughts at https://spenddonateinvest.world or visit the site to request another topic for a future episode and to sign up for the monthlyish newsletter. Links from today's episode: Charitable Tax Reform For the 21st Century by Roger Colinvaux and Ray D. Madoff https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3462163 Until the River Runs Dry ...
Dec 05, 2023•11 min•Season 4Ep. 101
Send us a text Today the podcast hits the 100th episode! Thank you for listening, subscribing and sharing episodes with the people you know! Support the show
Nov 28, 2023•24 min•Season 4Ep. 100
Send us a text Today's episode will help you make your plan for this year's Giving Tuesday. If you want to support the show, please consider: Sharing an episode with someone you know. Podcasts grow by word of mouth! Leaving a review for the show on your podcast app. Let me know what other podcasts you recommend. Shows with similar general topics and vibes. Doesn’t have to be about money per se, but maybe there’s a show that you enjoy that is generally on this topic of doing what we can to make t...
Nov 22, 2023•9 min•Season 4Ep. 99
Send us a text This week we're exploring the topic of decolonizing our Thanksgiving plates. Links from today's discussion: Chef Sean Sherman Interview and Projects https://www.npr.org/2022/10/24/1131051237/the-sioux-chef-sean-sherman https://owamni.com/ https://sioux-chef.com/ Decolonizing Thanksgiving and Reviving Indigenous Relationship To Food by https://ndncollective.org/decolonizing-thanksgiving-and-reviving-indigenous-relationships-to-food/?fbclid=IwAR2N4_aL_EZtV-EvvtGoDHL_8E2b1VmsUO0bWv8c...
Nov 07, 2023•10 min•Season 4Ep. 98
Send us a text What happens when a bunch of trust fund kids grow up and get fed up? Tune in this week so we can discuss! https://www.vox.com/recode/2020/1/13/20827389/young-donors-philanthropists-resource-generation-politics-trump https://www.washingtonpost.com/magazine/2020/03/02/their-families-built-fortunes-these-millennials-are-trying-figure-out-how-undo-their-class-privilege/ https://twitter.com/ResourceGen https://www.nytimes.com/2020/11/27/style/trust-fund-activism-resouce-generation.html...
Oct 31, 2023•11 min•Season 4Ep. 97
