Episode 129: Retirement & Ethical Investing

"I am interested in Ethical Investing but it's too late for me".


As a financial adviser, I have heard this comment made many times. As you approach retirement you might wonder if its a reckless move to realign your investment values in the latter stages of your working career (or perhaps even once retired).


Stuart Robinson from Australian Ethical joins Tim to discuss Ethical Investment.


They discussed the core framework employed by Australian Ethical, specific cases to demonstrate how AE advocates for its causes and also 'busted' some myths about investment performance.


Australian Ethical Positions
https://www.australianethical.com.au/why-ae/our-positions/


Ethos ESG - Take an impact assessment

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Episode 130: Guiding the ‘Sandwich Generation - 50’s & 60’s

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Episode 128: Superannuation Strategies