#72 Investing Based On Your Values

07/18/22 • 38 min

Do you want where you invest your money to align with your goals? Want to know exactly where your money is going, what it’s doing and who it’s supporting?

Listen in as Brian shares with us what value based investing is. What is ESG and how to find out if you're working with or investing in a company that aligns with your values. He also shares some great tips on what to do if you’re a business in the industry and want to become more value based focus.

Meet Brian...

Brian helps people understand not just what to do, but how and why they should do it. Part teacher and part financial therapist!

Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father in 2013, combining 2 generations of industry experience. With more than a decade of experience in Banking, Investments, Asset management and Insurance, Brian's expertise and keen insights provide organizations, businesses and individuals with unique and innovative strategies to meet their insurance needs and financial goals.

“Have a vision for your life and the type of person that you are. Center yourself. What are the values that are really important to you? Find resources and approach professionals that understand this and are willing to help you carry that forward. Be practical about it and take your time.”
- Brian Haney

Timestamps
03:19 - About Brian
06:08 - Business of Pride Award
08:50 - What is value-based investing?
11:21 - What is ESG?
13:04 - How does a company meet an ESG criteria?
14:37 - Where can you get advice on investing in the right company?
17:23 - Investing Strategy: all in for ESG or a combination?
20:20 - Can lower investments in an ESG be done on your own or through an adviser?
22:40 - How can a business in this industry become more value-based focused?
25:15 - What to keep in mind when learning about ESGs
28:05 - Checking if a business aligns with your values
30:36 - Brians values and 10-year plan
34:55 - Book recommendation: When by Dan Pink

If you need help paying off your debt, go to budgetsmadeeasy.com/debt for your Paying Off Debt Starter Kit. This will help you really get going on your journey to longer-term investing strategies.

And if you enjoyed the podcast today and got some great takeaways, I’d really appreciate it if you followed the Money Mindset Podcast so you don’t miss out on future episodes.

Resources and Links Mentioned:

Paying Off Debt Starter Kit: www.budgetsmadeeasy.com/debt

Book Recommendation:

When by Dan Pink (affiliate link) https://amzn.to/39t8uh4

Connect with Ashley:

IG: www.instagram.com/budgetsmadeeasy

Connect with Guest:

Facebook: https://www.facebook.com/thehaneycompany
Website: https://www.thehaneycompany.com/
Twitter: https://twitter.com/TheHaneyCompany

Special Guest: Brian Haney.

Do you want where you invest your money to align with your goals? Want to know exactly where your money is going, what it’s doing and who it’s supporting?

Meet Brian...

Brian helps people understand not just what to do, but how and why they should do it. Part teacher and part financial therapist!

And if you enjoyed the podcast today and got some great takeaways, I’d really appreciate it if you followed the Money Mindset Podcast so you don’t miss out on future episodes.

Resources and Links Mentioned:

Paying Off Debt Starter Kit: www.budgetsmadeeasy.com/debt

Book Recommendation:

When by Dan Pink (affiliate link) https://amzn.to/39t8uh4

Connect with Ashley:

IG: www.instagram.com/budgetsmadeeasy

Connect with Guest:

Facebook: https://www.facebook.com/thehaneycompany
Website: https://www.thehaneycompany.com/
Twitter: https://twitter.com/TheHaneyCompany

Special Guest: Brian Haney.

Previous Episode

#71 How to Budget When Always Behind

Feel like you’re constantly falling behind with your budget? Everything looks great on paper but things keep popping up and ruining the plan you made? You really want to get organised and on top of things but it just isn’t working month after month?

You aren’t the only one. There are so many who ask the same question and have a similar problem.

Join me in today’s episode where I answer a question that was submitted about what you can do to stick to your budget and get back on track when you feel like you’re constantly falling behind.

Hosting Today:
Hey, I’m Ashley Patrick, a personal finance expert and founder of Budgets Made Easy. I help busy moms create systems to save money and pay off debt so they can reach their big dreams faster and easier.

I was able to pay off $45,000 in just 17 months including $25,000 in student loans in just 10 months. I’m a Master Financial Coach and have a bachelor's degree in psychology and will help you get to the root of your money problems.

Since my journey started I have been featured on Fox Business, Yahoo! Finance, Food Network, USA TODAY, MSN, CNBC, NerdWallet, and many others.

“Just imagine what you could do in life if you didn't have so many bills. If you just had to pay your rent or mortgage, what could you do with all that extra money that right now you're sending to debt. Dream big because you are worth so much more, you are capable of so much more.”
Ashley Patrick

Timestamps
00:47 - Question of the week
03:01 - Taking advantage of free resources when homeschooling
04:16 - Figure out what's setting you behind
06:31 - Make it difficult to access the money
09:31 - Accountability and implementation
12:55 - Planning your finances for the rest of the year

Do you need time, space and accountability to take action on the things you KNOW you should be doing? Budgeting so you can actually pay off debt, save money, make a meal plan and all the things that keep pushing their way down your to-do list. Would you thrive in a supportive community of other busy moms who get it and are also working to achieve similar financial goals?

If that’s a YES, I invite you to sign up for the Money Success Coaching Group at budgetsmadeeasy.com/msc. There is a flash sale running from July 14th, 2022 until July 17th, 2022 at 11:59 PM Eastern time. Take action to change your finances and what the rest of your year looks like. Doors will open again in October, so if you’re past waiting for making the changes you’d like, join us!

Resources and Links Mentioned:

Budget Starter Kit - budgetsmadeeasy.com/start
Budgeting Workshop - budgetsmadeeasy.com/workshop
Money Success Coaching Group - budgetsmadeeasy.com/msc

Connect with Ashley:

IG: www.instagram.com/budgetsmadeeasy

Next Episode

#73 How to Use Fear of Failing as a Tool

Feeling the fear around failing with your finances again and again?

Do you find yourself hiding the mail in a drawer so that you can avoid facing what's inside?

It often feels like a huge mental to even think about sorting out your finances, especially when you're doing all the things as a busy mom.

Listen in as Rebecca tells us why fear is your friend and what you can do to overcome it so you can manage your finances better. Learn how you can use fear as a tool to drive you and change your money story.

Meet Rebecca Wiener McGregor...

She is an Amplifier of Love, catalyst for breakthroughs, and author of the beloved book Loving Her: 10 Loving Standards to Call Forward the Wealthy Woman Inside You. She shares her gifts as a transformational hypnotist + money mindset coach committed to helping over-working and over-giving visionaries release old blocks, traumas, and hidden fears to find a deeper sense of self-worth and determination to live life on their own terms while being fulfilled, well-paid, and having loads of fun.

“Everything comes down to being a choice. Choice to open those envelopes, the choice to write down the numbers, the choice to do the research of what you've been spending and making decisions from there about what you wanna spend. And the choice to love yourself through the whole process.”
- Rebecca Wiener McGregor

Timestamps
02:46 - Rebecca's Journey
08:02 - How can we use fear as a tool to get going?
10:26 - How do people get to where they can use the fear and put it into action?
11:56 - Why is it important not to judge yourself?
14:31 - What happens when you attach judgment to an emotion?
15:28 - How can busy moms build their confidence and their self worth around their finances?
20:19 - Women's history with money
23:19 - Why is fear your friend?
24:28 - Why you should stop saying 'I can't afford it.'

For easy step by step directions and worksheets on getting your budget together and done in 30 minutes a month, download my FREE Budget Starter Kit on budgetsmadeeasy.com/start

And if you enjoyed the podcast today and got some great takeaways, I’d really appreciate it if you followed the Money Mindset Podcast so you don’t miss out on future episodes.

Resources and Links Mentioned: