ESG Investments: More Than Window Dressing
Listen now
Description
Michael Lynch joins co-hosts Beth Garner & Joanne Szupka to discuss investing in ESGs. Michael is a Senior Wealth Manager with BDO Wealth Advisors and a member of the BDO Investment Committee. Michael’s primary responsibility is to develop customized, comprehensive, and understandable tax-aware solutions that integrate financial planning and investment management. Michael gives us a look behind the curtain at what you need to know about ESGs and fiduciary requirement.
More Episodes
In this episode, our BDO co-hosts are joined by Jim Sinnott, CFP, to discuss what the financial wellness program includes for participants.
Published 11/28/23
Published 11/28/23
In this episode, co-hosts Beth Garner and Joanne Szupka are joined by TY Parrish - Partner at Cerity Partners and co-author of 401(k) Best Practices A Guidebook for Plan Sponsors. In this podcast, TY discusses the common questions that plan sponsors have and what defines a good advisor and how to...
Published 06/29/23
Links
Twitter
Facebook
Instagram
Patreon
Genres
Artwork or description wrong?
Request an update »
Updates may take a few minutes.
Do you host a podcast?
Track your ranks and reviews from Spotify, Apple Podcasts and more.
See hourly chart positions and more than 30 days of history.
Get Chartable Analytics »
See hourly chart positions and more than 30 days of history.
