Financially Intentional

Saving Money Socially Responsibly, The Easy Way - Expert Edition Episode 37 (Classic Episode)

Marie Thomasson Season 2

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In this throwback episode with certified financial planner Marie Thomasson, we discuss how to implement socially responsible investing using Aspiration Bank as an example. Marie highlights both the benefits and limitations of using Aspiration Bank, which is not an investment account but a way to bank in alignment to your values. This is one of many episodes in our socially responsible episode series.

About Our Guest:
Marie Thomasson, CFP® is a financial advisor for progressive women. Marie started her journey with a prestigious internship in asset management after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left her with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
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