“Money — It’s a crime. Share it fairly but don’t take a slice of my pie.
Money — it’s a hit. Don’t give me that-do-goody good bullshit.”
“Society is demanding that companies, both public and private, serve a social purpose. To prosper over time, every company must not only deliver financial performance, but also show how it makes a positive contribution to society.”
Larry Fink, CEO BlackRock (the world’s largest asset manager)
In episode #4 of Dignities & Disasters Robert discusses Wealth–joined by Greg Berry from Conscious Capital Wealth Management. While money and investments can incentivize greed, it can also be used as a tool for the betterment of society, the environment, and all of us here on Earth. In a system full of imbalances–how do we develop a relationship with wealth that avoids wanting to burn it all down? We investigate the good, the bad, and the ugly of wealth.
Some of the topics we explore:
- Holistic Wealth — 5 Forms of Capital:
- Financial – money and investments
- Material – business, home, real estate
- Social – family and community
- Human – health, career, legacy
- Purpose – why you are here
Whole wealth advisory & Pragmatic radicalism
Hoarding impulse and incentives
Interest acts as an accelerator in both directions (wealth and debt)
Typically takes 7 years to escape debt
Pervasiveness of one type of capital
Growth that’s impacting our environment: (Charles Eisenstein ; The Population Bomb — Paul Ehrlich)
Charity — you can do good things with money
Responsible debt / loans
Re-valuing the ecosystems
Impact Investing, from: Socially responsible investing (SRI) → Environmental, Social, and Governance (ESG) → Systems Change Investing (SCI)
Modern Monetary Theory (MMT) & the “Great Reset” conversations at Davos
Whole Wealth Advisor
Greg Berry is a Whole Wealth Advisor at Conscious Capital Wealth Management. For over 25 years, Greg has been an advisor to entrepreneurs, investors, philanthropists and executives, both in the famous entrepreneurial ecosystem of Boulder, Colorado, and across several continents. He guides people at different points of wealth creation to evolve their relationship with wealth and money, towards more holistic and responsible approach, which is now commonly called ‘impact investing.’ For over 10 years, he has been an activist and catalyst for the impact investing community in Colorado.
Executive coach and facilitator, Robert is a pioneer in the fields of Integral community organization, leadership development, and experiential education. Robert focuses on supporting leaders with execution strategies, fostering healthy work culture, and navigating interpersonal conflict both personally and professionally. Robert co-founded the bygone Integral Center in Boulder, Colorado in association with renowned philosopher Ken Wilber, which hosted an international community of thought leaders, practitioners, and "evolutionaries."