PODCAST: Decoding ESG Investing with Ellen Kennedy
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Links mentioned in this episode:
- How to File Your Taxes for Free
- 7 Money-Smart Ways to Spend Your Tax Refund
- Earn 7.12% With Series I Bonds
- Amy Domini on the Secrets of Sustainable Investing
- Double Your ESG Impact With Funds Tied to Charities
- 5 'Blue Economy' Stocks and Funds
- Kiplinger ESG 20: Our Favorite Picks for ESG Investors
- EWG Skin Deep® Cosmetics Database
Transcript
David Muhlbaum: Environmental, social and governance investing is hot these days. So much so that we at Kiplinger now have our own editor on the beat. Ellen Kennedy will share her insights about the intersection of investing and activism. Also, how to spend that tax refund wisely, coming up on this episode of Your Money’s Worth.
David Muhlbaum: Welcome to Your Money’s Worth. I’m kiplinger.com’s senior editor, David Muhlbaum, joined by my co-host, Kiplinger senior editor, Sandy Block. How are you doing, Sandy?
Sandy Block: I’m good. Finishing up my taxes right now. Did you file yours yet, David?
David Muhlbaum: Me?
Sandy Block: You said you were going to get them done this year before the deadline.
David Muhlbaum: I think it’s going to be close. I’ve roughed out a version of them. I imagine I’m going to pay what’s owed and get the extension. So at least I won’t be paying penalties for late payment. There may be domestic penalties, but I’d rather not get into that. On the bright side, I did file both of my kids’ tax returns and we, that meaning me and my kids, had a little discussion about how to claim exemption from withholding in the future, so at least someone got a little education. Actually also, I used IRS Free File so I guess I got some education too.
Sandy Block: So tax teachable moments for you and your kids. We certainly pushed IRS Free File here enough, so what did you think? What’s your review?
You’re asking me to review software? You’re the one who reviews tax software. Well, first of all, as you know well, IRS Free File is an expression, it’s a phrase, it’s a marketing term that we and others use to get people to those filing software options that are actually free, so long as you meet the income and other requirements. IRS Free File isn’t a piece of software itself. It’s like a program. So there are many and, of those, I chose TaxSlayer. And I guess I’d say the one thing I noticed that was different from when I’ve used, shall we say, full-pay versions of TurboTax and others in the past, was that the Free File version of TaxSlayer did not offer me the ability to log into brokerage accounts and things like that to get information
