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Last year on the Spend Life Well Show, we unpacked the pitfalls of ESG Investing -- funds marketed as ethical but often falling short. While claiming to prioritize environmental and social good, studies revealed ESG funds are expensive, misleading, and often driven by political agendas. This year, the SEC fined major fund managers like Deutsche Bank, WisdomTree, and Invesco millions for false ESG claims.
Tune in to hear what our advisors, Mark and Jesse, have to say about the importance of investigating where your money is going and ensuring it aligns with your faith and values. Stay tuned for practical steps to invest with integrity!

Want to sit down with Mark for a FREE financial consultation? Set up a meeting online 👉 https://calendly.com/marktrice
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160 episodes