Best The Planner Pocket Podcast Podcasts (2024)

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133. How a group of students convinced their university to divest from apartheid 14:10

5h ago14:10

14:10

This week let’s talk about a wildly successful student campaign to convince universities across America to divest from South Africa’s apartheid. This mini history lesson includes efforts from students at historically Black colleges and universities (HBCUs), Harvard University, Johns Hopkins, Princeton, Stanford, the University of California system,…

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132. Boycotts, "Buycotts" and Public Shaming 9:20

4d ago9:20

9:20

This week let’s chat about using our consumer power for social change. Learn how our everyday purchases can become a force for good, from "buycotts" to boycotts to organized campaigns. Hear real-world examples of consumer-driven change, tackle the challenges of ethical shopping, and reveal strategies for aligning your spending with your values. Whe…

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131. How to Align Your Investments with Your Values 13:28

10d ago13:28

13:28

This week, let’s chat about how to make your money work for both you and the world. From environmental sustainability to gender equality, learn how to screen out harmful companies and support those actively solving societal issues. Let’s also talk about how to leverage your shareholder voice to drive positive change. Tune in for actionable tips on …

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130. Effective Altruism, AI, and Sam Bankman-Fried 16:31

18d ago16:31

16:31

The philosophy of Effective Altruism captured the minds and wallets of Silicon Valley's elite - using reason and evidence to maximize positive impact. But is this clinical approach to the world’s problems really possible? And what happens now, after the shocking downfall of FTX founder Sam Bankman-Fried, once a leader of the Effective Altruism comm…

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129. What's your relationship to Juneteenth? 8:55

24d ago8:55

8:55

Here’s this week’s letter: I got the day off for Juneteenth and I’m trying to think about ways to honor the holiday and incorporate it into my family’s annual traditions. We have a nice tradition in my family of volunteering on Thanksgiving, we love it, it’s fun, it brings the family together, it reminds us to practice gratitude. We usually spend s…

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128. "I donate, but am I a philanthropist?" Apparently it depends on your identities... 6:54

25d ago6:54

6:54

Do you donate money or volunteer your time for charitable causes? If so, you're engaging in philanthropic activities. But would you actually call yourself a "philanthropist"? According to a recent report from the Indiana University Lilly Family School of Philanthropy, there's a major disconnect between the public's understanding of philanthropy and…

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127. How I Screen Charities Before I Donate 12:39

1M ago12:39

12:39

Ever wonder how to separate the charities genuinely driving impact from those just paying lip service? In this candid episode, you'll get the inside scoop on a personal vetting process for ensuring your donations create real positive change. You'll gain an insider's perspective on: Cutting Through the Fluff: Learn a litmus test for identifying char…

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126. Vegan Investing: How to Beet the Market! 🥕 10:20

1M ago10:20

10:20

In a world grappling with climate change and animal welfare concerns, a new investment trend is taking root - vegan investing. This episode dives deep into the rapidly growing world of cruelty-free, plant-based portfolios. We'll explore how vegan ETFs like VEGN are empowering investors to align their money with their values, without sacrificing ret…

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125. Are there any prisons in your 401K? 9:00

2M ago9:00

9:00

Many Americans are unaware that their retirement savings may be profiting off mass incarceration. In this eye-opening episode, we explore how major corporations and Wall Street firms are making billions by operating prisons and exploiting incarcerated workers. You’ll learn how to use the free Prison Free Funds tool to easily check if your 401(k), I…

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Planning Workplace Dynamics 1:06:21

2M ago1:06:21

1:06:21

Shelley, Mary, and special guest Kristy Kilbourne, are back with a great episode discussing various issues that come up in the Planning Department or Planning Office and those workplace dynamics at play. This episode actually came from a listener's voicemail who was seeking advice on issues in their own workplace. We discuss topics around poor lead…

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124. What to ask a financial planner if you want them to consider your societal values 10:33

2M ago10:33

10:33

Are you passionate about having a positive impact in the world but unsure how to incorporate that into your financial strategy? In this episode, we'll explore how to have a thoughtful conversation with your financial advisor about aligning your investments with your social impact goals. You'll learn: The key questions to ask your advisor to underst…

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123. Poor People’s Campaign 10:47

2M ago10:47

10:47

This week let’s chat about the Poor People’s Campaign. This is a revival of Rev. Dr. Martin Luther King’s radical campaign to unite poor people across the country to fight for an “economic bill of rights” including a guaranteed basic income and affordable housing. Fifty years later, the torch has been picked up by Rev. Dr. William Barber and Rev. D…

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171: The Solomon Success Blueprint: Building Wealth with Timeless Wisdom with Scott Florida 14:10

2M ago14:10

14:10

Welcome to the Solomon Success show, where we uncover timeless insights from King Solomon and the Bible for business and investing. Amidst a sea of false promises, let's refocus on enduring principles for a life of peace and prosperity. I'm Scott Florida, guest hosting for Jason Hartman. Drawing from my 30 years of pastoral and entrepreneurial expe…

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122. How I switched to a more socially responsible index fund 19:03

2M ago19:03

19:03

This week, host GG Gimja will share the simple process she used to move her investments to a more socially responsible index fund. Links from today’s episode: How to choose the best index fund | Forbes https://www.forbes.com/advisor/investing/how-to-choose-the-best-index-fund/ ICYMI another episode you might enjoy: Episode 76 The Surprising Truth A…

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121. New Book Alert: The Social Justice Investor by Andrea Longton 10:29

3M ago10:29

10:29

This week let’s chat about a book that was just released called “The Social Justice Investor” by Andrea Longton. It’s a very smooth read, good for beginners who are just getting started with investing and don’t want to have to check their societal values at the door. Links from today’s episode: The Social Justice Investor by Andrea Longton https://…

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120. Where to find a financial advisor to help you invest according to your values 12:02

3M ago12:02

12:02

Have you ever thought about hiring a financial advisor? Did you know that there are a growing number of financial advisors and money coaches that are specializing in offering services for clients who want to consider their societal values in their plans for their money? And did you know that there are even financial planners who can help your exist…

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119. Investing According to Islamic Principles 11:50

3M ago11:50

11:50

Like many religious texts, the Quran has a lot to say about money! Back on episode 115 we discussed Islamic concepts of giving. In today’s episode, the principles of Islamic investing are covered. Whether you’re a religious person or not, learning about faith based investing principles can provide inspiration for your own journey in finding investm…

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Announcement 1:05

3M ago1:05

1:05

The best episode ideas come from YOUR suggestions. Is there a topic you'd like to hear about on the show? Please send your ideas to progressivepockets@gmail.com Let’s talk again soon. ICYMI another episode you might enjoy: Episode 103 Most Popular Episodes of 2023 (recorded before the 2024 rebranding of this show) Connect With Genet “GG” Gimja: Web…

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118. Maybe banks don't have to suck: An intro to CDFIs 12:29

3M ago12:29

12:29

Ever think about what your bank is doing with your cash? Whether your bank uses the cash in your checking and savings account to fund fossil fuel companies or gun manufacturers, the reality is that the banks are using their own set of societal values to deploy our cash every single day. In today’s episode, let’s talk about community focused, missio…

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117. 1% for the Planet 11:25

4M ago11:25

11:25

With so many of us trying to shop sustainably these days, it can be confusing to know what all of the “free trade” and “socially responsible” tags on products mean. Tune in this week to learn more about the 1% for the Planet pledge that 5,000 companies in over 100 countries have signed. As a bonus, you’ll also learn about a fairly new Planet Impact…

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116. MacKenzie Scott's Giving Strategy and What We Can Learn From It 15:03

4M ago15:03

15:03

MacKenzie Scott is famously tight lipped about how she’s making decisions to give away her estimated $40 billion net worth. But researchers at Harvard have analyzed publicly available data to see what trends emerge. Where does she donate? And is any of it applicable to our own giving? Links from today’s episode: MacKenzie Scott’s Giving Pledge to g…

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Urban Planning and Neurodiversity 49:54

4M ago49:54

49:54

Shelley and Mary are back for another fascinating discussion around urban planning and neurodiversity. In this episode they interview Dr. Gala Korniyenko, who received her PhD at The Ohio State University. Her research explores the nexus of urban design, neuroscience, and the planning process. More specifically, she focuses on urban planning and au…

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Pocket Park Ep 1: A RLUIPA Case in Oregon 22:00

4M ago22:00

22:00

Welcome to the first Pocket Park Episode! These episodes are shorter and focus on current events, stories, studies, etc, that are happening right now in the world. In this episode, Shelley and Mary, focus on a case in Brookings, Oregon that revolves around the Religious Land Use and Institutionalized Persons Act (RLUIPA). Will it have lasting impac…

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115. Where do American Muslims Donate Their Money? 16:03

4M ago16:03

16:03

A common question that comes in from listeners is the soul searching question of “how much should I donate?” There are lots of ways to make that decision, for example, by studying various religious and cultural practices. In today’s episode, the concept of zakat, the third pillar of Islam will be discussed. This is the religious obligation to donat…

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114. Big Wallets, Bleeding Hearts: Support Groups for the Wealthy 17:05

4M ago17:05

17:05

Did you know there are membership organizations for people of means who want to use their money in greater alignment with their values? Whether you are looking for a group to join or looking for free resources online to DIY your own journey towards greater alignment between your money and your values, tune in this week to learn more about: Toniic, …

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113. Celebrating Black Philanthropy (Replay) 9:02

5M ago9:02

9:02

Links from today's episode: https://www.tides.org/accelerating-social-change/philanthropy/five-facts-to-know-about-black-philanthropy/ https://www.blackphilanthropymonth.com/ https://en.wikipedia.org/wiki/Madam_C._J._Walker https://en.wikipedia.org/wiki/Mary_Ellen_Pleasant Support the Show.By Genet "G.G." Gimja

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112. The Black Dollar Index 11:11

5M ago11:11

11:11

Today let's discuss the Black Dollar Index. During the racial reckoning in 2020, a group of Black professionals with expertise in healthcare, consumer packaged goods, media, finance, politics, and consulting got together and formed the Black Dollar Initiative. The idea was that this consumer advocacy group could unify the one and a half trillion do…

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111. Is this stock anti-racist? 17:40

5M ago17:40

17:40

This week let's investigate a stock that claims to be designed for those of us who want to invest in anti-racist companies; the NACP ETF created by Impact Shares in 2018. The NACP ETF is an interesting model for socially responsible investing. Not only are the holdings screened according to criteria agreed to with the NAACP, but any proceeds that I…

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110. The legacy of Jazz and Philanthropy 10:01

5M ago10:01

10:01

As we kick off Black History Month, this week's episode is about the interesting link between jazz and philanthropy based on research from Bridge Philanthropic Consulting, the nation's only Black full service fundraising consultancy. Tune in to learn about the contributions of Jon Batiste, Wynton Marsalis, and the legacies of Lou Rawls, Ella Fitzge…

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109. Building a bridge between financial markets & social justice: Rachel Robasciotti, Founder of Adasina Social Capital 57:24

6M ago57:24

57:24

This week please enjoy a fascinating episode from Renegade Capital featuring an interview with Rachel Robasciotti, Founder of Adasina Social Capital. In this interview she discusses an approach for financial activism that will surely appeal to social impact investors. Renegade Capital Podcast hosted by Andrea Longton, Ebony Perkins, and Leah Fremou…

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State Housing Policy in Oregon and the 2024 Legislative Session 55:13

6M ago55:13

55:13

Welcome back to Better Planners podcast in 2024! We're starting the year off with a big one on state housing policy in Oregon, what to expect for the 2024 legislative session, and how planners and other allied professions can participate in the public process at the state level. We talk a lot about variances, urban growth boundaries, infrastructure…

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108. Pros and Cons of ESG investing 11:14

6M ago11:14

11:14

Thinking about dipping your toe into ESG investing or socially responsible investing? What are the pros and cons? Tune in this week to find out! Link from today's episode: Pros and Cons of ESG Funds https://www.forbes.com/advisor/investing/pros-and-cons-of-esg-funds/ Support the Show.By Genet "G.G." Gimja

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107. Dr. King's Radical Money Beliefs 8:21

6M ago8:21

8:21

In celebration of Martin Luther King Jr. Day let's dig into what this civil rights icon had to say about money. Spoiler alert- it might be more radical than you expect! Links from today's episode: Economic Equality: Martin Luther King Jr's Other Dream https://www.washingtonpost.com/outlook/2019/01/21/economic-equality-martin-luther-king-jrs-other-d…

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106. New Year New Us? Planning for more social impact in 2024 7:38

6M ago7:38

7:38

It's a new year and a new opportunity to think about ways that our money can be used to build the world we want. So if you've been thinking about the social impact of your money, and wanting a little more this year, tune in for a practical and simple way to make a goal for this year. Support the Show.…

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Progressive Pockets Trailer 1:11

7M ago1:11

1:11

Support the Show.By Genet "G.G." Gimja

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105. Introducing Progressive Pockets! New name, same great taste 4:15

7M ago4:15

4:15

Welcome to Progressive Pockets! Formerly known as Spend Donate Invest. After two years and about a hundred episodes, the show has a new name! Tune in this week to learn about the change! Support the Show.By Genet "G.G." Gimja

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104. How to review YOUR money's social impact in 2023 8:06

7M ago8:06

8:06

Somehow we've come to the end of 2023! As we look back on the year, it's a great time to think about what impact our money had on the world. This week's episode will help you do exactly that! Support the Show.By Genet "G.G." Gimja

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103. Predictions for 2024 and Most Popular Episodes of 2023 10:58

7M ago10:58

10:58

This week on the show you'll find out which episodes were the most popular downloads in 2023, as well as some non-podcast related predictions for 2024. Enjoy this week's episode and stick around, new episodes will be uploaded through the holidays! Support the Show.By Genet "G.G." Gimja

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166: A Christmas Story & Mortgage Planning with “A Tale of Two Brothers” 37:01

7M ago37:01

37:01

Jason Hartman welcomes Ronald Reagan to the show to share a moving Christmas story. Next, some mortgage financial planning illustrated by "A Tale of Two Brothers" by Ric Edelman who has educated his clients for years on the benefits of integrating their mortgage into their overall financial plan. #SolomonSuccess #WisdomForSuccess #BiblicalPrinciple…

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102. Just give them cash: what the data shows about giving people cash versus other types of help 12:29

7M ago12:29

12:29

Results from a study of the impact of cash donations to 30,000 adults in Kenya have been released and the findings could lead to a paradigm shift in how most charities think about helping people. Links from today's episode It's one of the biggest experiments in fighting global poverty. Now the results are in. NPR. December 7, 2023 https://www.npr.o…

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101. Tax write-off today, donate never? 10:55

8M ago10:55

10:55

Donor advised funds...are they a handy tool to help be thoughtful about our donations or just another form of wealth hoarding? Share your thoughts at https://spenddonateinvest.world or visit the site to request another topic for a future episode and to sign up for the monthlyish newsletter. Links from today's episode: Charitable Tax Reform For the …

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100. A recap of the last hundred episodes! 23:41

8M ago23:41

23:41

Today the podcast hits the 100th episode! Thank you for listening, subscribing and sharing episodes with the people you know! Support the Show.By Genet "G.G." Gimja

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99 What's your plan for Giving Tuesday this year? 8:50

8M ago8:50

8:50

Today's episode will help you make your plan for this year's Giving Tuesday. If you want to support the show, please consider: Sharing an episode with someone you know. Podcasts grow by word of mouth! Leaving a review for the show on your podcast app. Let me know what other podcasts you recommend. Shows with similar general topics and vibes. Doesn’…

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98. Decolonizing our Thanksgiving Plates (Replay) 10:17

8M ago10:17

10:17

This week we're exploring the topic of decolonizing our Thanksgiving plates. Links from today's discussion: Chef Sean Sherman Interview and Projects https://www.npr.org/2022/10/24/1131051237/the-sioux-chef-sean-sherman https://owamni.com/ https://sioux-chef.com/ Decolonizing Thanksgiving and Reviving Indigenous Relationship To Food by https://ndnco…

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97. When Trust Fund Kids Grow Up 11:19

9M ago11:19

11:19

What happens when a bunch of trust fund kids grow up and get fed up? Tune in this week so we can discuss! https://www.vox.com/recode/2020/1/13/20827389/young-donors-philanthropists-resource-generation-politics-trump https://www.washingtonpost.com/magazine/2020/03/02/their-families-built-fortunes-these-millennials-are-trying-figure-out-how-undo-thei…

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96. The World's Most Socially Responsible Bank 8:46

9M ago8:46

8:46

Today let's talk about the world's most socially responsible bank...or is it? Tune in this week so we can discuss. Support the Show.By Genet "G.G." Gimja

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95. Volunteer Tourism 11:07

9M ago11:07

11:07

Whether you call it volunteer tourism or voluntourism, it can be a tricky topic. Should you go abroad on a volunteer trip? Tune in this week so we can talk about it! Support the Show.By Genet "G.G." Gimja

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164: The Solomon Portfolio with Robert Katz 41:04

9M ago41:04

41:04

Jason Hartman talks with Robert (Bob) Katz, author of The Solomon Portfolio. Robert W. Katz has been a partner in a New Orleans-based certified public accounting firm for the last 30 years. His areas of specialty include personal financial planning, tax and estate planning and health care consulting. #SolomonSuccess #WisdomForSuccess #BiblicalPrinc…

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94. Why the Rich Don't Give 21:07

9M ago21:07

21:07

Every day we read headlines about the ultra wealthy announcing their intentions to donate portions of their fortunes...but then they often don't actually do it. Is it greed? Or is there something else that is preventing the ultra wealthy from donating? Tune in this week to find out why they don't give, and how we can apply those lessons to our own …

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93. Reflections on 2 years of this podcast 9:13

10M ago9:13

9:13

Time flies! Thank you for your support over the past two years! Let's keep going! Support the Show.By Genet "G.G." Gimja

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