Wealth As A Means, Not A Goal: Investing With Intention In A Polarized World With Tim Nash Insight Is Capital™ podcast

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Wealth as a Means, Not a Goal: Investing With Intention in a Polarized World with Tim Nash

4d ago 1:07:49

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In this wide-ranging and human conversation, host Pierre Daillie sits down with Tim Nash, Founder & CEO of Good Investing, to explore what it really means to invest with intention in an era of political polarization, ESG backlash, and growing client skepticism toward traditional finance. Drawing on more than 15 years of experience in sustainable investing, Tim reframes the debate around ESG, impact investing, and responsible capital allocation. Rather than positioning sustainability as a trade-off against returns, he argues that money is best understood as a means—a tool to support security, freedom, stability, and well-being—rather than an end in itself. The discussion moves well beyond product labels. Tim clearly maps the spectrum of sustainable investing approaches, from divestment and ESG integration to shareholder stewardship, thematic investing, and deep impact investments such as community bonds. Along the way, Pierre and Tim unpack why many advisors struggle with these conversations, how values alignment drives trust and client retention, and why listening—not judgment—is the most critical advisory skill in today’s environment. This episode is essential listening for advisors navigating generational wealth transfer, evolving client values, and the widening gap between what investors want and what the industry often delivers. 🔑 Key Takeaways 1️⃣ ESG Isn’t Dead—The “Tourists” Are Tim explains that the recent backlash against ESG has actually strengthened sustainable investing by flushing out greenwashing. What remains is a more serious, informed, and values-driven core of investors and practitioners committed for the right reasons. 2️⃣ Money Is a Tool, Not an Identity A central theme of the conversation is the idea that net worth is not self-worth. Tim reframes investing as a means to support life goals like freedom, security, leisure, and purpose—an insight that reshapes how advisors should approach planning conversations. 3️⃣ Advisors Win by Listening, Not Convincing From hydrogen stocks to community bonds, clients don’t need advisors to agree with them—they need to feel heard. Dismissing values-based ideas is one of the fastest ways to lose trust, especially with younger investors and inheritors. ⏱️ Timestamped Chapters 00:00 – Introduction: Tim Nash’s journey and the philosophy behind Good Investing 02:30 – ESG backlash, politics, and why “ESG tourists” have left the building 06:15 – The real debate: growth at all costs vs. money as a means to well-being 10:00 – Breaking down sustainable investing: divestment, ESG, stewardship, impact 15:30 – Impact investing explained: community bonds, blended returns, and “recyclable philanthropy” 22:30 – Why purpose matters more than performance for impact allocations 27:00 – The advisor’s challenge: trust, compliance, and values-driven clients 33:00 – The massive gap between client demand and advisor action 38:30 – Wearing different hats: empathy, diversification, and client-led decisions 46:20 – Greenwashing, proxy voting, and what “real” ESG looks like 52:20 – The industry skills gap: EQ vs. IQ in modern advising 57:00 – The most powerful onboarding question: “What’s important about money to you?” 01:03:00 – The future of responsible and impact investing 01:06:40 – Where to find Tim Nash and Good Investing

#SustainableInvesting #ImpactInvesting #ESG #ValuesBasedInvesting #FinancialAdvisors #WealthWithPurpose #EthicalInvesting #AdvisorInsights #GoodInvesting #MoneyAndMeaning

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