
Episode # 31 of Xtraordinary Living is out. When you open your Internet news browser, read your paper or change your TV channel, it won’t take long to read about hybrid autos, earth-friendly products or global warming. The words, “green,” “sustainable” and “socially responsible” have taken on new meaning in the 21st century. As individuals leading, or striving to lead Xtraordinary Lives, the topic of Socially Responsible Investing or SRI is one that deserves our understanding. This informative podcast is an quick and easy way to get “in the know.”
Justin Martello, a financial advisor with Blue Summit Financial Group was my featured guest. Founded in 1994 Blue Summit Financial Group, Inc. specializes in ethically and socially responsible investing options tailored to a person’s values and goals. Born and raised in Michigan, Justin’s passion for the environment began in high school when he helped form a club called Students for Environmental Action. He further pursued his interest and obtained a B. S. degree in Resource Ecology and Management from the University of Michigan, School of Natural Resources. Since that time, he has gone on to obtain his financial advisor credentials.
Justin has taken a number of PL&L courses, and we have watched him create his extraordinary life with his wife Barbara. He works in a “perfect-fit career” one that is aligned with his personal mission and values.
In our 31st episode, you’ll hear:
– What is Socially Responsible Investing (SRI)?
– How does it relate to living an extraordinary life?
– What is the history behind SRI — from its beginnings in the 16th Century to date?
– Why the “clean technology” sector is creating waves in the financial community?
– What are some of the current issues the SRI industry is working on?
– Do you have to sacrifice portfolio performance when you invest responsibly?
– How did Justin align himself with his ideal career?
– and more.
There are a couple of common phrases that may come to mind as you listen to this podcast. “Put your money where your mouth is (values are)” and “Money flows to where it is treated best.” In our courses we let our clients know they vote for their values through their pocketbooks and time. This podcast gives us all something to think about. For more information on Socially Responsible Investing, call your current financial investment advisor or Justin Martello at (888) 698-4330.
After you listen to the podcast post your thoughts below. In addition, you can leave your feedback by phone. Simply call 1-800-609-9006 x3144 and record your comments and tell me what you think.
This episode is approximately 22 minutes long. To listen to it, click here:Podcast 31
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