Month: February 2023

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the impact of environmental, social, and governance (ESG) and socially responsible investing (SRI) within portfolio planning and how personal beliefs influence investment planning.  

Sam discusses:

  • How the term ESG entered the mainstream media
  • The value of aligning our ESG and SRI investments with what we are passionate about
  • How to implement ESG and SRI investments within our portfolio 
  • What you should know about the different financial planning vehicles and their role in how financial plans are built
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest: 

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

SECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)

SECURE Act 2.0: Here’s What To Do Differently in 2023 (Ep. 22)

The SECURE Act 2.0 has brought significant changes to retirement planning in 2023 and beyond, especially in IRA and 401(k) plans.

In this episode, Robert Curtiss shares key highlights from the SECURE Act 2.0 and how you can use the new provisions to save in taxes, contribute more effectively to your retirement accounts, and improve your overall retirement picture.

Rob discusses:

  • How’s the SECURE Act 2.0 impacting required minimum distributions (RMDs)
  • When you might be able to accelerate your retirement savings
  • Legislative changes starting in 2024 (which you should start thinking about now)
  • Major changes around 529 plans, catch-up contributions, and Roth conversions
  • And more!

Resources:

Connect with Robert Curtiss: