ESGX
  • Topics
    • 79 Still Broke
    • 80 Culture Shift
    • Why?
    • Meet Our Guests
    • Your Hosts
    • ESGX Merch
    • Contact
    • Disclaimer
  • Business
    • 78 COP: Progress or Failure
    • 74 Earth for All launch
    • 73 Fifty Years of Eco-Failure
    • 70 The Bioeconomy Boom
    • 69 The Green Apple
    • 67 Electric Dreams
    • 66 Zero Patience
    • 64 Australia 4.0
    • 60 Going Climate Positive
    • 53 Food For Thought
    • 38 Carbon Club
    • 34 Power Shift
    • 28 Ballot Box
    • 26 Green Banks
    • 22 Building Green Communities
    • 20 Resilient Cities
    • 15 Building The Circular Economy
    • 09 Pandemic Pivots - Insights from Asia
    • 08 Grow The Pie
    • 03 Science-Based Targets
    • 01 The Virus Stimulus
  • Investment
    • Impact Investing
    • 48 Investing In The Future
    • 43 Impact Investing in Asia
    • 41 Climate Investing
    • 40 Place Based Impact Investing
    • 39 Gender Lens Investing
    • 23 Impact Investing Handbook
    • 17 Green Your Retirement
  • Society
    • 62 Measuring Inclusion
    • 58 Sixty Minutes To Save The World
    • 59 Glasgow Ranges
    • 54 Democracy In Decline
    • 50 Black Wall Street
    • 47 Roads to Refuge
    • 42 Sand Talk
    • 33 Green Santa
    • 31 Countdown to 2021
    • 29 Equal Forever After
    • 24 Prosperity Through Diversity
    • 19 Remembering Origin Stories
    • 14 Roads to Refuge
    • 13 Solutions for Equality
    • 07 Crisis, Creativity, Collaboration
    • 06 Activating Academia
    • 05 Faith-Based Investing
    • 02 COVID-19 Risk + Resilience
    • 00 Lock Down, Share The Load
  • Economy
    • Monthly Green Jobs Report
    • 77 Nov Green Jobs Report
    • 76 Taming the Monster
    • 75 September Green Jobs Report
    • 72 May Green Jobs Report
    • 71 Intel Inside Ohio
    • 68 Electrifying Buildings
    • 65 MMTers at the Gates
    • 63 The Great Reshuffle
    • 61 Infrastructure for Prosperity
    • 57 COPs and Robbers
    • 56 MMTransformational Impact
    • 52 August Green Jobs Report
    • 49 Non-Proliferation Treaty
    • 45 May Green Jobs Report
    • 41 April Green Jobs Report
    • 40 March Green Jobs Report
    • 37 Green Jobs Report February
    • 36 Green Jobs Report January
    • 32 November Green Jobs Report
    • 30 October Green Jobs Report
    • 27 September Green Jobs Report
    • 25 Green Jobs Report - August
    • 21 Green Jobs Report - July
    • 16 Green Jobs Report
    • 11 Green Jobs Report - May
    • 04 Green Jobs, Green New Deal, Job Guarantee
  • Nature
    • 55 The Book Of Hope
    • 51 The Blue Bio-economy
    • 46 Clean Break
    • 44 Tomorrow's Economy
    • 18 Survival Instinct
    • 12 Intelligent Oceans Deep Dive
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    • Earth Week
  • Bookshelf

Green Your Retirement: 401(k)s and IRAs

This ESGX focuses on how to Green Your Retirement plan and fund choices, including how to engage your organization, who has tools to use for existing or new plans, and what a sustainable retirement plan looks like.

We will discuss:
  1. How can your retirement portfolio -- IRA, Rorth IRA, your firm's 401(k), 403(b), or super-annuation plan -- become more sustainable, fossil free, gender equal, racially just, and higher impact?
  2. If you or your firm doesn't have a formal plan, what other choices and options exist, and how can you implement them ?
  3. What tools already exist -- free and subscription -- to know what you own and optimize portfolios for impact in line with a better future society, nature, and economy?

We will be joined by special guests:
  • Megan Morrice, EQIS and Values Advisor
  • Judy Mares, Mares Financial Consulting
  • Douglas Lynam, Longview Asset Management
  • Mara Bun, Australian Ethical 
  • Brian McConnell, Natixis Investment Managers
  • Chad Spitler, Third Economy LLC
Introduction: Nigel Lake
Context: Paul Herman
Chad Spitler
Brian McConnell
Judy Mares
Doug Lynam and Mara Bun
Group Discussion with Megan Morrice
Good news and wrap-up with Nigel Lake and Paul Herman

© Nigel Lake and Paul Herman, 2020, 2021, 2022

Picture
  • Topics
    • 79 Still Broke
    • 80 Culture Shift
    • Why?
    • Meet Our Guests
    • Your Hosts
    • ESGX Merch
    • Contact
    • Disclaimer
  • Business
    • 78 COP: Progress or Failure
    • 74 Earth for All launch
    • 73 Fifty Years of Eco-Failure
    • 70 The Bioeconomy Boom
    • 69 The Green Apple
    • 67 Electric Dreams
    • 66 Zero Patience
    • 64 Australia 4.0
    • 60 Going Climate Positive
    • 53 Food For Thought
    • 38 Carbon Club
    • 34 Power Shift
    • 28 Ballot Box
    • 26 Green Banks
    • 22 Building Green Communities
    • 20 Resilient Cities
    • 15 Building The Circular Economy
    • 09 Pandemic Pivots - Insights from Asia
    • 08 Grow The Pie
    • 03 Science-Based Targets
    • 01 The Virus Stimulus
  • Investment
    • Impact Investing
    • 48 Investing In The Future
    • 43 Impact Investing in Asia
    • 41 Climate Investing
    • 40 Place Based Impact Investing
    • 39 Gender Lens Investing
    • 23 Impact Investing Handbook
    • 17 Green Your Retirement
  • Society
    • 62 Measuring Inclusion
    • 58 Sixty Minutes To Save The World
    • 59 Glasgow Ranges
    • 54 Democracy In Decline
    • 50 Black Wall Street
    • 47 Roads to Refuge
    • 42 Sand Talk
    • 33 Green Santa
    • 31 Countdown to 2021
    • 29 Equal Forever After
    • 24 Prosperity Through Diversity
    • 19 Remembering Origin Stories
    • 14 Roads to Refuge
    • 13 Solutions for Equality
    • 07 Crisis, Creativity, Collaboration
    • 06 Activating Academia
    • 05 Faith-Based Investing
    • 02 COVID-19 Risk + Resilience
    • 00 Lock Down, Share The Load
  • Economy
    • Monthly Green Jobs Report
    • 77 Nov Green Jobs Report
    • 76 Taming the Monster
    • 75 September Green Jobs Report
    • 72 May Green Jobs Report
    • 71 Intel Inside Ohio
    • 68 Electrifying Buildings
    • 65 MMTers at the Gates
    • 63 The Great Reshuffle
    • 61 Infrastructure for Prosperity
    • 57 COPs and Robbers
    • 56 MMTransformational Impact
    • 52 August Green Jobs Report
    • 49 Non-Proliferation Treaty
    • 45 May Green Jobs Report
    • 41 April Green Jobs Report
    • 40 March Green Jobs Report
    • 37 Green Jobs Report February
    • 36 Green Jobs Report January
    • 32 November Green Jobs Report
    • 30 October Green Jobs Report
    • 27 September Green Jobs Report
    • 25 Green Jobs Report - August
    • 21 Green Jobs Report - July
    • 16 Green Jobs Report
    • 11 Green Jobs Report - May
    • 04 Green Jobs, Green New Deal, Job Guarantee
  • Nature
    • 55 The Book Of Hope
    • 51 The Blue Bio-economy
    • 46 Clean Break
    • 44 Tomorrow's Economy
    • 18 Survival Instinct
    • 12 Intelligent Oceans Deep Dive
    • 10 Sustainable Food Systems
    • Earth Week
  • Bookshelf