Summary

In this episode of the Investing with Purpose podcast, host Steven Libman interviews Donna Bonilla, a mother, grandmother, and widow who shares her journey of faith-driven investing. Donna discusses her personal experiences with loss, the importance of tithing, and how her financial mindset has evolved over time. She emphasizes the significance of giving back to the community and the impact of her nonprofit, Not Forgotten Ministries, which supports widows. The conversation explores the intersection of profit and purpose in investing, highlighting the importance of aligning financial decisions with one's values and faith.

Chapters

00:00 Introduction to Faith-Driven Investing

03:00 Donna's Personal Journey and Loss

06:04 Foundations of Financial Mindset

08:53 The Role of Tithing and Giving

11:56 Investing with Purpose and Community Impact

14:53 Navigating Investments After Loss

18:03 The Intersection of Profit and Purpose

21:02 The Nonprofit Mission and Its Impact

23:46 Building a Legacy of Giving

27:00 Influences and Mentorship in Investing

30:00 Rapid Fire Round and Final Thoughts

Resources Mentioned

Christian Motorcycle Association

https://www.notforgotten-ministries.org/

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Disclaimer

The information provided in this podcast is for general informational and educational purposes only and does not constitute investment, legal, tax, or other professional advice. We are not financial advisors, and the views and opinions expressed are solely those of the hosts/guests and should not be construed as a recommendation to buy, sell, or hold any investment. Always consult with a qualified professional before making any investment decisions. Past performance is not indicative of future results, and investing involves risk, including the potential loss of principal.