307 | How to Become a Successful Investor Based on Your Values with Ange Matthews
Our guest this week on the pod is Ange Matthews. Ange is an intellectually driven entrepreneur and investor who is passionate about disrupting traditional ways of creating wealth by developing strategies and multidimensional financial solutions for everyday people. She is the Founder and Investment Coach at Happy Investor Method
This episode is sponsored by the coaching company of our host, Zelizer Consulting Services.
Resources mentioned in this episode include:
Values Based Investing - an interview with Ange Matthews of Happy Investor Method
NOTE: While it’s not perfect, we offer a transcript and the below summaries by Castmagic for those who are hearing impaired or who don’t find listening to a podcast enjoyable or possible.
Full transcript of the interview is available here.
Time Stamped Overview
1:19 Ange created Happy Investor Method to change money mindset.
4:40 How curiosity and vulnerability contribute to financial success.
8:26 Avoid overwhelming details, focus on visualization.
9:53 Dream, impact, money, team, vision, investing
15:34 Investing in business for future financial security.
17:19 How to handle regrets re: when you’ve delayed investing.
22:43 Values based investing - one entrepreneur’s learning journey in investing + values.
25:22 Investment research using Google and how to balance your values vs. return in your investments.
28:11 What is the Happy investor Method and who Ange tends to work with as clients.
34:12 Where Ange sees the company going and what is their growth strategy.
41:47 What has been their strategy for building a team and what has been their biggest challenges.
47:58 New initiatives: Certification program, publishing a book, becoming a household name.
51:32 Check out show notes for resources and please tell friends.
Keywords: Someone looking for information on values based investing, impact investing, sustainable investing and community based investing might find this episode useful.