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Smart Money is a show that I co-host with Pat Boyle at TVCTV public television in Beaverton, Oregon. Here are links to the latest episodes:
Values-based investing Values-based investing with Mike Penfield with Key Private Bank in Portland, Ore. Once known as socially responsible investing, values-based investing means that you let your values be part of your investment strategy. If you’re concerned about climate change or don’t want to own any tobacco stocks or private jails there are funds that keep your money out of those investments. If you support non-genetically modified food businesses, you can go in that direction. But do you sacrifice investment returns when your values guide your strategy? Penfield says, no. https://www.youtube.com/watch?v=LW3GtsFCOG4&t=11s Resources for Women Investors Who Want to be More Confident Investors Women are good at paying the bills, good at saving, managing household budgets. An area where women say they are less confident is with investing. Putting money in a bank savings account does not cut it. Women need to embrace investing as part of their money life. There’s no big mystery to investing. Here are resources that show the way: https://www.youtube.com/watch?v=So007T-xwcE OregonSaves update: Oregon state Treasurer Tobias Reads shares an update on OregonSaves after a year of operation. The program is allowing people who do not have an opportunity to invest in a tax-deferred retirement plan to take control of their financial future. It’s a 5 percent automatic payroll withholding tax-deferred program. In two years, savers have collectively saved $22 million. The money is managed through a state-sponsored program. Bottom line: Saving even a little bit is important. About 3500 employers are registered with the program. https://www.youtube.com/watch?v=21KmToqKWTI Tech Resources for Seniors Tech guru, Bill Sikkens, tells viewers how seniors can use online services and get tech help with online issues. OHSU offers classes designed to help seniors with tech issues. How to build confidence, get online, what to be afraid. How to use Facetime and other video calling services. There’s a whole industry around telemedicine on an ipad. Prescription refills. Medical consultation. Look for colleges, senior centers, churches that offer classes in online technology. Costs should be minimal (less than $100). https://www.youtube.com/watch?v=c8yxYUXTHpI&t=10s Hoarding: What families need to know and how to help Clutter that renders living spaces uninhabitable. To a hoarder, everything they own is important. Companies specialize in cleaning out hoarder homes. There’s usually an underlying psychological issue. It’s not a single fixed thing and requires counseling. It’s a complicated. Books: “Dirty Secret: A Daughter Comes Clean about Her mother’s Hoarding, by Jessie Sholl; “Und issue for families, many give up. Bookerstanding Hoarding,” by Jo Cook, “Overcoming Hoarding,” by Colin Jones. https://www.youtube.com/watch?v=mzqDPZ_jOuc Comments are closed.
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Julia anderson
I meet women all the time who face job and money transitions and who want to do them right. It’s about building confidence and taking charge of the future. This is your money. No one cares more than you do! Archives
February 2024
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