MTI087: Being a Socially Responsible Investor with Bill Holliday
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 20 May 2016
⏱️ 54 minutes
🧾️ Download transcript
Summary
Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:10.0 | Hey everyone, welcome to another episode of the Money Tree Investing Podcast. |
| 0:15.0 | I'm Joe Salcii High from stacking Benjamins in the driver's seat this week. |
| 0:19.0 | And you know what that means? |
| 0:20.0 | We're going to have a great time |
| 0:21.2 | this week. So for the next 20 minutes, sit back because we're going to talk about socially |
| 0:26.0 | responsible investing. What's it all about? How do you make money doing it? What exactly is |
| 0:31.4 | socially responsible versus not social responsible? I know there's some people have gray areas in there. |
| 0:36.2 | So I'm really excited that we have an expert in that area with us. And I'd there's some, some people have gray areas in there. So I'm really excited that we |
| 0:37.7 | have an expert in that area with us. And I'd like to say hello to Bill Holliday. He's a sort of, |
| 0:44.1 | what's going on, man? I'm doing all right. How are you? I'm great. I'm glad you could join us. |
| 0:49.4 | Well, thanks for having me. Well, let me tell everybody about who you are. You're a certified financial |
| 0:53.0 | planner, a member of the National Association of Professional Financial Advisors, Social Investment Forum, |
| 0:59.6 | Green America, the Green Chamber of Commerce, host of the SRIESG podcast. Do you call it the SRIESG |
| 1:07.5 | podcast or the SRISIG podcast? either way, however you want to say it. |
| 1:14.1 | And also as the director of ProMex Group, a charitable microcredit for Mexico. |
| 1:19.3 | He started providing financial services with AIO Financial in 2004. |
| 1:24.3 | And you also speak two languages of which I think we'll just keep it to one today because I'll have no idea what you're talking about, Bill, if we go to the other one. |
| 1:30.8 | Sounds fair. |
| 1:31.9 | Well, let's talk. So how did you first get involved with socially responsible investing? Because it's funny. Some people got into it later. Other people were always brought up social responsible. Where do you fit on that |
| 1:45.2 | timeline? I got exposed to it after going to the Peace Corps and living in Nicaragua, so about |
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