Is ESG Investing A Smart Move? | Live Q&A

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Video Resources & Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:59 - What I find fascinating
2:38 - Thoughts on a portfolio of 2 ESG funds (QQMG & EFIV)
13:06 - Selling Vanguard growth/ S&P 500 index funds to buy a ESG index immediately when the market is down
15:30 - SCHG
20:57 - Funding source for buying stock
26:00 - M1 vs Vanguard
32:35 - Crypto Super Bowl ads
35:32 - EE bonds/TFRA accounts
38:50 - BSV vs BND
43:47 - Is there an index like S&P for ESG?
45:02 - Increasing bond allocation in a taxable account
48:35 - Does a retiree really need 1-3 years of cash if they have 10 year bonds?
54:04 - Should we open up an HSA plan for both my spouse and I?
55:32 - Miss Pac-Man thumbnail
57:28 - Psychology that comes with risk conservative portfolio
1:04:09 - Archive 81
1:04:39 - Why choose a Vanguard index over a low cost ETF version
1:08:59 - Index annuity products
1:13:29 - Anti ESG/Tobacco company
1:14:19 - Quarterly estimated tax payments
1:17:08 - Business IRA account
1:19:29 - 95% withdrawal plan on FI calculator
1:23:35 - Investing credit card rewards and selling the gains vs hoarding the points
1:29:05 - Using the same brand index fund to invest in a 3 fund portfolio
1:32:50 - No live stream Monday
1:33:31 - Financial Freedom

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Investing Tools
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M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-

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Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

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