Conventional wisdom says that your personal wealth often has to come at the cost of your personal values — that you have to sell out. Financial advisor Marie Thomasson of Modern Assets says it is possible for your investments to align with your personal values, even if you identify as a political progressive. In this episode of SoCal Voices, Marie shares how she landed in the world of financial advising, who the investment system truly serves, how to find socially conscious financial institutions and investments, and how you should approach your finances if you’re under 30, mid-career, or approaching or in retirement.
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Conventional wisdom says that your personal wealth often has to come at the cost of your personal values — that you have to sell out. Financial advisor Marie Thomasson of Modern Assets says it is possible for your investments to align with your personal values, even if you identify as a political progressive. In this episode of SoCal Voices, Marie shares how she landed in the world of financial advising, who the investment system truly serves, how to find socially conscious financial institutions and investments, and how you should approach your finances if you’re under 30, mid-career, or approaching or in retirement.
Resources
Like the episode?
Enjoy the show?
Connect with Angela Ross: