Episodes

Yes, it’s that time of the year already. It’s time to think about year-end planning! To kick-start your year-end planning, join Kimberly Griego-Kiel and Johann Klaassen for this information-packed episode as they discuss why a yearly plan is so important for your finances. With rules constantly changing, find out the benefits of having review sessions with your financial advisor to ensure you are not being penalized. Plus, discover why early retirement planning is your ticket to becoming financi...

Regardless of whether you enjoy seafood, the truth is, it’s important to be informed about seafood’s sustainable and unsustainable components. That’s exactly what Kim Griego-Kiel is here to help you learn in this week’s episode. Join in as Kim reveals how understanding seafood sustainability can help you make conscious decisions as a consumer. Plus, learn how you, too, can mitigate the harm caused to the environment when these marine creatures are extracted from their natural habitat. Kim discus...

Many of us want to be informed investors, putting our money towards companies and causes that will positively impact our earth and societies. But finding the information we need to make these decisions can be a challenging task. That’s why companies like Entelligent are working to give investors the data they need to invest according to their values. In this episode, econometrician and Entelligent’s executive vice president for client & product development, Pooja Khosla, joins Kimberly Griego-Ki...

Fear is a double-edged sword: It can hold you back from doing something you should do and can also make you do something you normally wouldn’t do — especially when it comes to your investments. In this week’s episode, Kimberly Griego-Kiel and Johann Klaassen discuss the different risks that involve the investment arena. Drawing from client and prospect concerns, Kim and Johann address must-know considerations around risks so that you, too, can learn how to make better financial decisions. Johann...

Deep Impact Investing has reached its first big milestone — 50 episodes! And because milestone episodes deserve milestone guests, this week, Kimberly Griego-Kiel welcomes award-winning artist, social impact strategist, philanthropic advisor, and the Creative Action Institute’s board chair, Alyssa Wright. In this episode, Kim and Alyssa not only reveal their new partnership but also discuss everything around gender equality and the ways we can contribute towards a more sustainable planet that car...

Many investors who want to make a positive impact with their dollars find it difficult to identify investment opportunities that will help them accomplish this. That’s where ESG investment companies like Community Capital Management can help. Managing over $3 billion in assets and fully aligned with the UN sustainable development goals, Community Capital Management works to help clients develop investment strategies that contribute to positive environmental and social outcomes. This week, CCM’s ...

While money is certainly used to acquire goods and services, it is also often linked to the ways people feel, think, and behave. That’s why Kimberly Griego-Kiel likes to consider money not only for its value, but also for the messages and meaning it can hold. In this episode, Kimberly takes a deep dive into what money messages mean, why they are so meaningful, and how we can shift those money messages to create a new economic model. Kim discusses: Her experience with money messages throughout h...

There is great power that comes with knowledge and information. What can we accomplish if we as investors make use of data and knowledge to drive our impact investing? In this episode, learn how Promethos Capital, an employee- and majority women-owned institutional investment boutique is doing just this. The firm’s chief investment officer and managing partner, Ivka Kalus, joins Kimberly Griego-Kiel to discuss the gender gap in the investment industry while explaining her firm’s experience and t...

What are the latest trends in sustainable investing? Get ready to find out in this data-packed episode! Join Kimberly Griego-Kiel and the Forum for Sustainable and Responsible Investment’s acting director of research, Farzana Hoque, as they sit down to shed some light on the US SIF Trends Report. This is a document that provides extensive data on the number of institutional asset owners, money management firms, and investment vehicles that are using sustainable investment strategies. You will le...

Many companies strive to continuously innovate and progress — and Horizons Sustainable Financial Services is no different. From SEC registrations to new software and platform additions, in this week’s episode, Johann Klaassen and Kimberly Griego-Kiel reveal some great changes and developments happening at Horizons. In this episode, you will learn: What it means to be registered with the SEC Horizons’ latest sustainable portfolio improvements How the firm’s new software addition can help clients...

Not many investors realize the impact the palm oil industry has on people, animals, and the environment. Find out what you need to know about this industry in today’s information-packed episode with Green Century Capital Management’s Jessye Waxman. Jessye joins Kimberly Griego-Kiel to discuss her work as a shareholder advocate and to explain how she works with companies to help mitigate their exposure to the material, financial, operational, and reputational risks related to palm oil and defores...

Farmers are a lot like scientists. In fact, for farmers to be able to cultivate healthy food for people like us, they need to know a lot about the way they’re producing and growing that food. How are farmers and ranchers working to bring us healthier meals while also enhancing sustainability efforts in agriculture? Find out in this episode, as Erin Fitzgerald, the CEO of U.S. Farmers and Ranchers In Action (USFRA), sits down with Kimberly Griego-Kiel to continue the conversation on sustainable a...

The World Business Council for Sustainable Development’s (WBCSD) David Bennell focuses on creating high-quality products, services, and programs that deliver real value and set the standard for safety, sustainability, and profitability. In this episode, join Kimberly Griego-Kiel as she sits down with David to discuss his contribution to the Transformative Investment in Climate-Smart Soil Agriculture report and to highlight what you really need to know about agricultural investment. In this episo...

You’ve likely heard the term CSR (Corporate Sustainability Reporting) at least once. But do you really know what this type of reporting entails and why it’s so important? Find out in this episode as Kimberly Griego-Kiel takes you along for an in-depth look at CSR. By outlining its benefits, challenges, solutions, and guidelines, Kim explains CSR’s role within corporations and reveals how it fits into the overall idea of sustainability. In this episode, you will learn: The history and purpose of...

What can we expect to see from sustainable investing in 2021? Find out in this episode as Kimberly Griego-Kiel reveals her ESG and sustainable investing predictions for the year! Join Kim as she forecasts what might lay ahead based on industry research findings. Plus, she shares the potential benefits ESG investing can bring to the government, citizens, and corporations alike. In this episode, you will learn: How impact investing has grown since 2018 Why more companies and individuals are choos...

COVID-19 has impacted almost all areas of our lives, including the economy and markets. However, now that we’ve entered 2021, we are starting to see some light at the end of the tunnel. In this episode, join Kimberly Griego-Kiel and Johann Klaassen as they reflect on the 2020 economy, market, unemployment, and ESG numbers to create a vision for what’s to come in 2021. In this episode, you will learn: The eye-opening 2020 unemployment rates in some parts of the country Reasons why the stock mark...

Whether we make $10 or $100 an hour, many of us are always looking for ways to better save our money. In this episode, Kimberly Griego-Kiel reveals 15 tips and tricks to help you maximize your savings in 2021. Kim shares money-saving strategies to help you work towards your savings goals and highlights ways a monthly budget plan can complement your savings process. In this episode, you will learn: About saving for emergency funds, vacations, or debt repayments Bulk buying, gardening, homemade m...

Meet Horizons Sustainable Financial Services’ newest team members, Alan Gammel and Patricia Hathaway! In this episode, get your official introduction to Alan and Patricia and discover why they’ve joined the Horizons family as advisors representing the Pacific Northwest. Plus, get to know more about them and their passions both in and out of the office! In this episode, you will learn: How Alan and Patricia got into the impact investing industry Ways they aim to help Horizons clients meet their ...

You may have seen brief coverage about the thawing Arctic. Your interest may even have been peaked by pictures of sad and emaciated polar bears. But the rest of the story, the real horror story, is what deserves our full and immediate attention. In this episode, Kimberly Griego-Kiel explores the horror story that is the melting of the Arctic ice caps. Kim explains this event’s impact on humanity and the earth and suggests different things we can do to improve this dire situation. In this episode...

While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor. To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor. In this episode, you will learn: Why a proper fina...

“Great things in business are never done by one person. They are done by a team of people.” – Steve Jobs Meet Horizons Sustainable Financial Services’ newest team members, Bryanna Briley and Paul Perret! In this episode, get your official introduction to Bryanna and Paul and discover who they are both professionally and personally — and why they’ve joined the Horizons family. In this episode, you will learn: How Paul acquires new clients in Alabama Bryanna’s insight on entering the socially con...

There are many investing approaches you can use to invest in a way that will not only align with your goals, but also with your values. Today, Kimberly Griego-Kiel joins HIP Investor’s founder and CEO, Paul Herman, to explore his unique investing process. Paul discusses how HIP investing can pursue both human impact and profit and reveals how he rates companies around issues such as health, wealth, earth, equality, and trust. In this episode, you’ll learn: The five pillars of HIP investing How ...

In June 2020, the Department of Labor proposed a new rule for employer-sponsored retirement plans, proposing changes to the way fiduciaries handle these plans when it comes to ESG investing. If this rule comes to pass, what would it mean for socially responsible investors and their advisors? In this episode, Kimberly Griego-Kiel explores the answer to this question. She breaks down the proposed rule and its implications, while also addressing Doug Lynam’s article on the proposed rule and why her...

Now more than ever, consumers and their buying practices are reshaping the way companies around the world are practicing sustainability. How can we harness these consumption dynamics to create a better pollution solution? With the help of different studies and statistics, Kimberly Griego-Kiel explores this question in this episode. She discusses just how impactful consumers in big and small markets are when it comes to being environmentally conscious and how this trend is affecting companies and...