Ep. 43 How To Invest Your Values with Todd Roitfarb of SeekInvest
Ep. 43 How To Invest Your Values with Todd Roitfarb of SeekInvest
In this episode of the Red Barn Financial Podcast, Sean interviews Todd Roitfarb of SeekInvest.
Todd shares why he created this software and what it can do for people who want to make sure they are investing in such a way that meets with their values. You may have heard of ESG, but does it really meet with your financial goals? Are the screening mechanisms used by your favorite ESG fund the same as you would use? If not, Todd's software can help.
Financial advisors, CPAs and other advisors as well as individual investors would benefit from checking out Todd's software.
Check out SeekInvest at https://seekinvest.com/ or contact Todd's team at team@seekinvest.com
Disclaimer: This podcast is not tax, legal or financial advice. Each person's financial situation is their own. No part of this interview should be considered an endorsement of SeekInvest and each person or advisor should evaluate whether it meets with their needs.
If you would like to speak with a financial advisor, reach out to Sean Moran at Red Barn Financial in the following ways:
615-619-6919