Kyle Bochat - Financial Potential Wealth Management

Beyond Returns: How Your Portfolio Can Change Lives

As we approach the new year, many of us are thinking about our financial goals and how to make our investments work harder for us. But what if we could align our portfolios with our values and positively impact the world at the same time?

Our special guest Kyle Bochat, founder of Financial Potential Wealth Management, reveals:

How to screen your portfolio to ensure you’re not inadvertently profiting from practices that conflict with your values
The rise of “righteous business” and how companies that prioritize ethics and sustainability often outperform their peers
Revolutionary developments in impact investing, including life-saving medical innovations and sustainable community development
Practical steps to start investing in companies that make the world better while growing your wealth

Whether you’re a business owner, investor, or simply someone who cares about making a positive impact, this show will transform how you think about the relationship between profits and purpose.

Kyle Bochat is a seasoned wealth manager with a passion for integrating faith into financial stewardship and creating positive impact through investment strategies.

His journey from a successful corporate career in home healthcare to establishing his own firm, Financial Potential Wealth Management, showcases his dedication to ethical and values-based financial advising.

With a focus on aligning investments with Christian faith and values, Kyle has become a leading figure in the industry, inspiring financial advisors and wealth managers to adopt impactful and ethical investment strategies for their clients.

His expertise in faith-driven investing and commitment to making a difference through financial stewardship make him a valuable resource for those transitioning careers in wealth management.

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Highlights Of The Show

00:00:07 – Introduction to Faith Integration Investing

Phil Bonelli introduces the concept of faith integration investing and welcomes Kyle Bosher, founder of Financial Potential Wealth Management, to discuss the topic.

00:01:03 – Kyle’s Journey to Faith-Driven Investing

Phil shares Kyle’s journey from corporate career to wealth management, highlighting Kyle’s passion for integrating faith into investing and his successful transition to becoming a financial advisor.

00:04:11 – Principles of Faith-Driven Investing

Kyle explains the core principles of values investing, emphasizing the importance of aligning investment choices with faith-based values such as sanctity of life, sexual purity, and environmental stewardship.

00:07:40 – Impact of Faith-Driven Investing

Kyle discusses the impact of faith-driven investing, including the significance of avoiding investments in industries that contradict faith values, such as pornography, abortion, addictive substances, and human exploitation.

00:11:01 – Uncovering Industry Exposures in Investment Portfolios

Kyle highlights the exposure to industries like pornography, abortion, addictive substances, and human trafficking in mainstream investment portfolios, prompting a reevaluation of investment choices based on faith-aligned values.

00:15:38 – Impact of Portfolio on the Environment

Kyle discusses the impact of investment portfolios on the environment, highlighting the concern for companies that prioritize the bottom line over environmental stewardship.

00:20:05 – Financial Goals and Planning

Phil emphasizes the importance of aligning financial goals with personal values and finding an investment advisor who cares about individual values and goals.

00:20:48 – Achieving Business Goals

The conversation touches on the importance of understanding the key drivers of profit and the financial implications of funding business growth.

00:27:32 – Ethical Business Practices

Kyle and Phil discuss the benefits of ethical business practices, emphasizing that treating others with dignity and care leads to long-term business success.

00:31:17 – Impact Investing

Kyle explains impact investing as a way to make the world a better place through businesses that address important issues such as poverty alleviation, human trafficking, clean water, and more.

00:32:34 – Impactful Investments

Kyle discusses the various impact areas for investment, including precision oncology, organ donation, and advancements in agriculture. He emphasizes the importance of investing in solutions that make the world a better place.

00:33:03 – Advancements in Heart Transplants

Kyle shares a story about how a company invented a machine that keeps a heart beating for 24 hours, allowing for healthier transplant recipients and more successful transplants. He highlights the life-giving impact of such advancements.

00:34:32 – The Role of Business in Making a Better World

Kyle discusses the role of business in making a sustainable impact, likening charity to acute care and sustainable business to nutrition. He encourages businesses to invest in impactful solutions.

00:35:25 – Need for Sustainable Business

Kyle emphasizes the need for sustainable business practices to empower communities and build long-term solutions. He discusses the impact of charity in emergency situations and the importance of sustainable business practices.

00:36:49 – Investing in Impactful Business

Kyle encourages businesses to not only generate wealth but also make a positive impact. He urges financial advisors to explore ways to engage in impactful investments and educate themselves on sustainable business practices.