Tag: Environment
Giving Tuesday (Ep. 45)

Giving Tuesday (Ep. 45)

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Giving is one of the most powerful ways to make a positive impact in the world. 

Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves. 

Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we balance our own needs and goals with our desire to help others? 

In this episode, Corey Heimensen explores the power of giving and how it can shape our financial decisions and personal growth. He discusses the concept of “Giving Tuesday” and emphasizes that giving should not be confined to a single day or cause. Additionally, Corey also discusses Donor-Advised Funds as a flexible way to control donations and receive tax deductions.

Corey discusses:

  • The concept of Giving Tuesday, a movement where people are encouraged to be charitable and give to different causes
  • The value of charity and the importance of teaching and learning about being charitable from an early age
  • A plan to donate $25 to charity for every client who signs up for electronic delivery of paper in 2024
  • The importance of education and its power to improve lives and society
  • The perspective on giving and how it doesn’t have to be at the level of billionaires
  • The concept of a Donor-Advised Fund, where individuals can donate money to a fund and control its distribution to different charities
  • And more!

 

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The Moral Assessment (EP. 16)

The Moral Assessment (EP. 16)

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People often think, that when investing, we should only care about the economic returns.

But the truth is these investments can have negative consequences in other aspects that could impact employees and the environment.

In this episode of The WIN Podcast, What’s Important Now, Corey Heimensen explains why it’s crucial to consider our values before making any financial decisions, as these could negatively affect others.

Corey discusses:

  • How our morals can affect our investment strategies
  • The role of Environmental, Social, and Corporate Governance (ESG) and Biblical Responsible Investing (BRI) when it comes to incentivizing projects that don’t harm people and the environment
  • The importance of getting to know your clients’ values before providing advice 
  • The importance of communication between advisors and clients
  • And more!

Resources:

Connect with Corey Heimensen:

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