Join Us February 29th, 2024 and Go On a "Money Date" With Us! Sign Up or Learn More

Ep. 85 Sustainable Investments with Dale Wannen


Sustainable investing – does that align with your values? And, can you still have a high performing portfolio in this way? In his book, “Don’t Feed the Clowns: Sustainable Investing for Everyday Life,” veteran financial advisor Dale Wannen proves that it is indeed possible to make money while helping to save the Earth—and enjoy doing both. 
Dale shared entertaining and valuable stories and tips that will open your eyes to investing possibilities that can enhance your relationship with money and make you feel great about investing.
His humorous, jargon-free, easy-to-understand writing will keep readers intrigued and is sure to change more than a few minds.  
Dale Wannen has more than 20 years of experience in wealth management and financial services.  
In 2013, he founded Sustainvest Asset Management LLC, an investment advisory firm focused on sustainable investing. Today, he advises his clients on ESG, sustainable investing, and shareholder advocacy, and runs seminars on these topics at schools and corporations. Throughout the book, Wannen shares colorful personal stories from his years in the investment industry that will keep readers laughing, even as they learn solid investment strategies that will help them implement his practical advice around sustainable investing. He uses light-hearted chapter titles such as “Hippies and Cowboys Hug it Out” and “Investing is Just Like Sex” and exposes the hidden truths in an industry often cloaked by smoke and mirrors. As far from a dry financial advice book as it’s possible to get, “Don’t Feed the Clowns: Sustainable Investing for Everyday Life” is a perfect read for the beginning investor as well as someone with years of market experience. Anyone considering sustainable investing will enjoy this book, as well as gain solid investment advice. He never tries to “sell” the reader, he simply nudges them toward investing with an eco-conscious mindset.

For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You:

And don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect…

Grab a free offer on how to make better money making decisions:

The Secret to Powerful Money Making Decisions

For more information on Limit Free Life & Michelle Perkins:



I’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.”  Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature  “Your Money Date” Program and I’ll help you make the shift.