Podcast - YourStake, Your Story

Gabe Rissman speaks with Darryl Lyons, CEO and co-founder of PAX Financial Group, a firm that has grown to 25 employees managing $700 million in Assets.

Get to know Paula Glick, co-founder of Honeytree Investment Management, one of the few female-founded ESG asset managers. Paula shares her journey to starting Honeytree and their pioneering approach, deeply integrating environmental, social, and governance considerations with an intentional focus on net positive impact.

Delve into the pioneering journey of Angela Barbash, co-founder and CEO of ReValue, as she navigates the evolving landscape of impact investing and her role in challenging the status quo.

Bill Davis joins Gabe Rissman on this episode to share his experience of consistently leveraging unique datasets to power positive impact as well as discuss how he builds portfolios that allow for values alignment without sacrifices and why ESG investing is going through the pimply teenager stage of life.

Nycole Freer joins Gabe Rissman on this episode to share her experience opening her own practice and also recently writing a book focused on starting good money habits.

Gabe interviews Frank Dixon, the creator of System Change Investing.

On this Earth Day Special of our podcast, Rebecca Brown CFP, the USA Director of Tobacco Free Portfolios shares a presentation on the environmental and financial impacts of staying invested with Tobacco in portfolios.

In this episode of Your Stake Your Story, we are joined by Maureen Maguire, CFP, AIF, and Vanessa Jilot, CFP, CRPC, the founders of Terra Blue Wealth Management, an ESG-only wealth management firm.

Hear Marco Vangelisti, CFA, Founder of EK4T and Founding member of Slow Money, share his experience in shifting to 100% aware and no-harm investing.

In this episode, Gabe Rissman talks with Fabian Willskytt, Associate Director at Align Impact on important ESG topics

Gabe Rissman talks with Elysabeth Alfano, CEO, VegTech Invest about how alternate proteins could be the next biggest sector of investment for ESG.

Hear from Jonathan Kvasnik, ChFC tenured Finacial Advisor of BankCherokee on why beekeeping brought him into ESG investing.

Hear from an industry expert, Michael Reynolds, CSRIC®, AIF®, CFT-I™of Elevation Financial on why he uses an "and" approach to creating good in the world through investing

Hear from an industry expert, Meghan Lape-Lefevre, AFC®, CFP®, and EA® of Conscious Impact Financial on why the future of investing should be values-based.

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunties.

Hear from an industry expert, Kate Barron-Alicante, CFP, Director of Impact, and Advisor at Abacus Wealth Partners on why talking about social issues with your money manager can head to new investing opportunities.

Hear from David Roth, BFA™ and Michelina Roth, the husband-and-wife team behind Fair Planet Advisors on why investing with your values doesn't require compromise.

Hear from ESG expert Jeff Gitterman, Co-Founding Partner of Gitterman Wealth Management, LLC on why ESG is the GPS of investing

Hear from Sylvia Panek, AIF®, Investment Advisor & Financial Planner at Natural Investments on how to be a socially and environmentally conscious investor.

Hear from Phuong Luong, CFP®, Principal Financial Planner at Saltbox Financial on why financial history is key to full financial literacy

Hear from Jason Howell, CFP®, CPWA®, CSRIC®, Founder, President, and Family Wealth Advisor at the Jason Howell Company on what sustainable investing does and how to create impact.

Hear from James Brewer, MBA, CDFA, AIF, CFSLA, CFP® founder of Envision Wealth Planning on why ESG investing cannot be a one-size-fits-all approach.