Tag: investing

  • Preview: Members Only Group Chat For 9/7/2022

    This week we’ll talk about why it may be ok to save inconsistently. A paper by Yale finance professor James Choi is making the news this week. Choi studied the advice from the 50 most popular personal finance books, according to GoodReads, and compared it to the advice economists give about the same topics. While […]

  • Podcast Episode: Investing With A Conscience

    This week, we talk all about investing, and more specifically, sustainable, or ESG, investing, with Penny Forward board member and podcast sponsor Kane Brolin, a blind certified financial planner, and chartered special needs consultant, who may be able to help you, no matter how much you have, or what stage of life you are in.…

  • Podcast Transcript: Investing With A Conscience

    Kane: If you care as much about the state of the world as you do about the state of your investment portfolio or your wallet, you may choose to pick companies or funds that make it a point to do what they do in a sustainable fashion, which is sometimes called ESG. Chris: This is…

  • Early Access Podcast Episode: Investing With A Conscience

    This week, we talk all about investing, and more specifically, sustainable, or ESG, investing, with Penny Forward board member and podcast sponsor Kane Brolin, a blind certified financial planner, and chartered special needs consultant, who may be able to help you, no matter how much you have, or what stage of life you are in.……

  • Early Access Podcast Transcript: Investing With A Conscience

    Kane: If you care as much about the state of the world as you do about the state of your investment portfolio or your wallet, you may choose to pick companies or funds that make it a point to do what they do in a sustainable fashion, which is sometimes called ESG. Chris: This is……

  • Recording: Members Only Group Chat For 8/24/2022

    Tonight we talked about the power of patience. It can take years for many of us to achieve our most ambitious goals and it can be tempting to change the goal, take shortcuts to get there faster, or give up entirely. Those decisions can lead to regret, though, so we talked about why patiently making……

  • ABLE To Invest

    The following blog post was written by Penny Forward founder Chris Peterson and originally published by the ABLE National Resource Center. Click here to read the original post. As I was transitioning from high school to college in 1996, my parents and teachers strongly advised me to apply for Supplemental Security Income, or SSI, to…

  • Chris Peterson Appears On ABLE National Resource Center Webinar

    Watch this ABLE National Resource Center webinar to hear directly from ABLE account owners, including Penny Forward founder Chris Peterson, who will share their experience opening an ABLE account, why they knew ABLE was right for them, and how easy it was to get started. Learn from experienced account holders the significant opportunity for increased…

  • Recording: Members Only Group Chat For 8/10/2022

    Tonight we continued talking about how to find money to save and invest. This week we’ll walk through a spreadsheet we developed to make it easy to create a budget. Many people like to use budgeting applications such as Quicken, Mint, or YNAB to keep track of their income and expenses, but spreadsheets are a……

  • Preview: Members Only Group Chat For 8/10/2022

    Join us for tonight’s members only group chat where we’ll continue talking about how to find money to save and invest. This week we’ll walk through a spreadsheet we developed to make it easy to create a budget. Many people like to use budgeting applications such as Quicken, Mint, or YNAB to keep track of…