Conversations with a CFP, Vol. 36 - Saving Money Socially Responsibly, Helping Marginalized Groups

Financially Intentional

English - November 02, 2020 15:00 - 22 minutes - 15.7 MB - ★★★★★ - 94 ratings
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Previous Episode: This Nurse is Optimizing Her Retirement Investing - Ep. 69

Next Episode: This Nurse is Staying The Course - Ep. 70

Marie Thomasson of Modern Assets is back to discuss another way to be able to do socially responsible savings. We cover:

Community Development Investment Fund (CDFI)CDFI compared to Credit UnionsHow CDFI targets and helps marginalized groupsHow CDFIs work and circulate investment money compared to traditional banks

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