Investing for Impact: Put Your Money Where Your Heart Is

Do you find yourself avoiding conversations about money and finances?

You're not alone. Many people struggle with the taboo surrounding financial discussions.

In this thought-provoking episode, Mike O'Neill sits down with financial advisor Mike Wapner.

They dive deep into the underlying reasons why people hesitate to seek financial guidance, even when facing major life transitions.

Mike Wapner shares powerful insights from his own journey, revealing how a long-term client-advisor relationship inspired him to pursue a career in financial planning.

He emphasizes the importance of understanding each client's unique goals and priorities, rather than simply chasing returns.

"The reason I start out with the planning is because I need to know the purpose of the money before I know how to invest the money."

Wapner also tackles the complex world of socially responsible investing, debunking myths and offering practical strategies for aligning investments with personal values.

From navigating the terminology minefield to evaluating company performance beyond glossy sustainability reports, he provides a candid look at the challenges and opportunities in this rapidly evolving field.

Key Points in this episode:

• Overcoming the reluctance to discuss finances and seek professional guidance, especially during major life transitions.
• Understanding the true purpose of your money to guide how it should be invested, rather than chasing returns or getting rich quick.
• Navigating the complex world of socially responsible investing by aligning investments with personal values and evaluating companies beyond sustainability reports.

Whether you're just starting your financial journey or seeking to refine your approach, this episode is a must-listen. Wapner's insights will challenge your assumptions and inspire you to take control of your financial future, mindfully and intentionally.

Don't miss this chance to gain clarity and confidence in an area that impacts every aspect of your life.