Ep 226: How Your Investments Can Impact Change

HerMoney with Jean Chatzky

When invested the right way, your money can impact change while also earning big returns. We break down what it means to put your money where your mouth is, with Fidelity Investments’ Eliza Badeau and Nicole Connolly. Bigger ESG funds are up 10% year over year, far outperforming the DOW and the S&P 500. Eliza and Nicole dive into how we can get involved today. Eliza breaks down how Fidelity is addressing the inequalities that different underrepresented communities face, and how the social changes that we’re going through as a nation are impacting the investing landscape, particularly for Millennial investors. In Mailbag, we tackle questions on investing vs. paying down a mortgage, transferring a 529 plan to a different state, doing a ROTH IRA conversion, and getting a prenup. In Thrive, how to do a mid-year financial check-up.

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