Benson Wealth Management

Unmasking ESG: Allen Mendenhall and The Hidden Dishonesty of Sustainable Investing Dive deep into the world of Environmental, Social, and Governance (ESG) investing with this intelligent critique. "Unmasking ESG" challenges the mainstream narrative, uncovering the dishonest and opaque agendas of the ESG trend. Join industry expert and academic Allen Mendenhall and Drew Benson, CFP as they explore the economic, social, and ethical implications of the ESG criteria. Whether you're an investor, a financial professional, or simply curious about the other side of the ESG debate, this podcast offers thought-provoking insights and robust discussions that go beyond the greenwashing hype. Youtube: https://lnkd.in/e3XUX4SW Website: https://lnkd.in/ew47ttpX Spotify: https://lnkd.in/ejapXxuy Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Disclosures: Any opinions are those of Drew Benson and not necessarily those of Raymond James. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, INC. Benson Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James is not affiliated with nor endorses the opinions or services of Allen Mendenhall.

Unmasking ESG: Allen Mendenhall and The Hidden Dishonesty of Sustainable Investing Dive deep into the world of Environmental, Social, and Governance (ESG) investing with this intelligent critique. "Unmasking ESG" challenges the mainstream narrative, uncovering the dishonest and opaque agendas of the ESG trend. Join industry expert and academic Allen Mendenhall and Drew Benson, CFP as they explore the economic, social, and ethical implications of the ESG criteria. Whether you're an investor, a financial professional, or simply curious about the other side of the ESG debate, this podcast offers thought-provoking insights and robust discussions that go beyond the greenwashing hype. Youtube: https://lnkd.in/eNVGn849 Website: https://lnkd.in/ew47ttpX Spotify: https://lnkd.in/ejapXxuy Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Disclosures: Any opinions are those of Drew Benson and not necessarily those of Raymond James. Sustainable investing may incorporate criteria beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other investment strategies or broad market benchmarks. Please review any offering or other informational material available for any investment or investment strategy that incorporates sustainable investing criteria, and consult your financial professional prior to investing. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. You should discuss any tax or legal matters with the appropriate professional.

Unmasking ESG: Allen Mendenhall and The Hidden Dishonesty of Sustainable Investing Dive deep into the world of Environmental, Social, and Governance (ESG) investing with this intelligent critique. "Unmasking ESG" challenges the mainstream narrative, uncovering the dishonest and opaque agendas of the ESG trend. Join industry expert and academic Allen Mendenhall and Drew Benson, CFP as they explore the economic, social, and ethical implications of the ESG criteria. Whether you're an investor, a financial professional, or simply curious about the other side of the ESG debate, this podcast offers thought-provoking insights and robust discussions that go beyond the greenwashing hype. Youtube: https://lnkd.in/eNVGn849 Website: https://lnkd.in/ew47ttpX Spotify: https://lnkd.in/ejapXxuy Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Disclosures: Any opinions are those of Drew Benson and not necessarily those of Raymond James. Sustainable investing may incorporate criteria beyond traditional financial information into the investment selection process. This could result in investment performance deviating from other investment strategies or broad market benchmarks. Please review any offering or other informational material available for any investment or investment strategy that incorporates sustainable investing criteria, and consult your financial professional prior to investing. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. You should discuss any tax or legal matters with the appropriate professional.

Cole Snell on Creating a New Asset Class for Life Insurance Using AI, Blockchain, and Infinite Banking: Part I This week Drew sits down with entrepreneur and Infineo founder Cole Snell who has revolutionized and democratized the world of life insurance with AI and Blockchain. Life insurance, a staple in financial planning, is a difficult asset to securitize. Cole, through his company Infineo, has created a solution to this issue by creating a secondary market for the asset class, coupled with securitization. With his solution, policy holders will have an easier way to surrender their policy and investors will be have easier access to this asset class. This is an incredible fusion of technology and innovative financial strategies. Youtube: https://lnkd.in/eZcubtzP Website: https://lnkd.in/eGkTsR3n Spotify: https://lnkd.in/dudPJ7PQ Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Securities offered through Raymond James Financial Services, INC., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, INC. Benson Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services. These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company. Life settlements are not suitable for every investor. There are fees and tax implications that should be considered. Consult a financial advisor to discuss all of the risks and costs involved with this type of investment prior to making a decision. Raymond James is not affiliated with and does not endorse the opinions or services of Cole Snell.

Cole Snell on Creating a New Asset Class for Life Insurance Using AI, Blockchain, and Infinite Banking: Part I This week Drew sits down with entrepreneur and Infineo founder Cole Snell who has revolutionized and democratized the world of life insurance with AI and Blockchain. Life insurance, a staple in financial planning, is a difficult asset to securitize. Cole, through his company Infineo, has created a solution to this issue by creating a secondary market for the asset class, coupled with securitization. With his solution, policy holders will have an easier way to surrender their policy and investors will be have easier access to this asset class. This is an incredible fusion of technology and innovative financial strategies. Youtube: https://lnkd.in/eZcubtzP Website: https://lnkd.in/eGkTsR3n Spotify: https://lnkd.in/e55nTb63 Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Securities offered through Raymond James Financial Services, INC., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, INC. Benson Wealth management is not a registered broker/dealer and is independent of Raymond James Financial Services. These policies have exclusions and/or limitations. The cost and availability of life insurance depend on factors such as age, health and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications. Guarantees are based on the claims paying ability of the insurance company. Life settlements are not suitable for every investor. There are fees and tax implications that should be considered. Consult a financial advisor to discuss all of the risks and costs involved with this type of investment prior to making a decision. Raymond James is not affiliated with and does not endorse the opinions or services of Cole Snell.

Jay Bhattacharya and Donald Boudreaux on the Fallout of Covid-19 Lockdowns This week on the show, Drew is joined by Don Boudreaux and a special guest whose actions drew the attention of Anthony Fauci and the media during the height of the COVID era. Meet Jay Bhattacharya, an esteemed economist and epidemiologist from Stanford University. Together with colleagues from Oxford and Harvard, Jay was instrumental in crafting The Great Barrington Declaration, a sound recommendation to address the pandemic. Despite its significance, their proposal earned them the label of "fringe epidemiologists". Join Drew, Don, and Jay as they take a retrospective look at The Great Barrington Declaration, its aftermath, and the profound economic and societal repercussions of the pandemic guidelines. https://lnkd.in/eQ-6G9Dt https://lnkd.in/eD7AEhvK Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Any opinions are those of Drew Benson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jay Bhattacharya and Don Boudreaux.

Jay Bhattacharya and Donald Boudreaux on the Fallout of Covid-19 Lockdowns This week on the show, Drew is joined by Don Boudreaux and a special guest whose actions drew the attention of Anthony Fauci and the media during the height of the COVID era. Meet Jay Bhattacharya, an esteemed economist and epidemiologist from Stanford University. Together with colleagues from Oxford and Harvard, Jay was instrumental in crafting The Great Barrington Declaration, a sound recommendation to address the pandemic. Despite its significance, their proposal earned them the label of "fringe epidemiologists". Join Drew, Don, and Jay as they take a retrospective look at The Great Barrington Declaration, its aftermath, and the profound economic and societal repercussions of the pandemic guidelines. https://lnkd.in/eQ-6G9Dt https://lnkd.in/eD7AEhvK Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Any opinions are those of Drew Benson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jay Bhattacharya and Don Boudreaux.

Jay Bhattacharya and Donald Boudreaux on the Fallout of Covid-19 Lockdowns This week on the show, Drew is joined by Don Boudreaux and a special guest whose actions drew the attention of Anthony Fauci and the media during the height of the COVID era. Meet Jay Bhattacharya, an esteemed economist and epidemiologist from Stanford University. Together with colleagues from Oxford and Harvard, Jay was instrumental in crafting The Great Barrington Declaration, a sound recommendation to address the pandemic. Despite its significance, their proposal earned them the label of "fringe epidemiologists". Join Drew, Don, and Jay as they take a retrospective look at The Great Barrington Declaration, its aftermath, and the profound economic and societal repercussions of the pandemic guidelines. https://lnkd.in/eQ-6G9Dt https://lnkd.in/eb6DBy4j... Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Any opinions are those of Drew Benson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jay Bhattacharya and Don Boudreaux.

Jay Bhattacharya and Donald Boudreaux on the Fallout of Covid-19 Lockdowns This week on the show, Drew is joined by Don Boudreaux and a special guest whose actions drew the attention of Anthony Fauci and the media during the height of the COVID era. Meet Jay Bhattacharya, an esteemed economist and epidemiologist from Stanford University. Together with colleagues from Oxford and Harvard, Jay was instrumental in crafting The Great Barrington Declaration, a sound recommendation to address the pandemic. Despite its significance, their proposal earned them the label of "fringe epidemiologists". Join Drew, Don, and Jay as they take a retrospective look at The Great Barrington Declaration, its aftermath, and the profound economic and societal repercussions of the pandemic guidelines. Spotify: https://lnkd.in/eQuFbeUc Youtube: https://lnkd.in/edsHv7dd Website: https://lnkd.in/echgwqCZ Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Any opinions are those of Drew Benson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jay Bhattacharya and Don Boudreaux.

Jay Bhattacharya and Donald Boudreaux on the Fallout of Covid-19 Lockdowns This week on the show, Drew is joined by Don Boudreaux and a special guest whose actions drew the attention of Anthony Fauci and the media during the height of the COVID era. Meet Jay Bhattacharya, an esteemed economist and epidemiologist from Stanford University. Together with colleagues from Oxford and Harvard, Jay was instrumental in crafting The Great Barrington Declaration, a sound recommendation to address the pandemic. Despite its significance, their proposal earned them the label of "fringe epidemiologists". Join Drew, Don, and Jay as they take a retrospective look at The Great Barrington Declaration, its aftermath, and the profound economic and societal repercussions of the pandemic guidelines. Spotify: https://lnkd.in/eQuFbeUc Youtube: https://lnkd.in/ewBZpkHt Website: https://lnkd.in/echgwqCZ Drew Benson, CFP®, AAMS™ President & Founder, Benson Wealth Management, LLC Senior Wealth Advisor, RJFS Any opinions are those of Drew Benson and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse the opinions or services of Jay Bhattacharya and Don Boudreaux.