Conscious Wealth Insights
At Conscious Wealth, we believe wealth includes and is so much more than your financial means. Want to keep up with the markets and other ways to be wealthier?
Caregiving: The 4 Documents That Change Everything
Rachel Webster joins Brandon Hatton at Conscious Wealth Studios to walk through the four documents that shape how caregiving actually works in practice. They begin with a simple reality. Most families do not realize they need these documents until they are already in the situation. In this conversation, Rachel shares the moment it became clear for her. Trying to help her mom with something as simple as paying a bill and being told no. That is when preparation stops being theoretical. Brandon and Rachel break down the four essential documents every family should have in place and how each one functions when decisions need to be made. They also address a common hesitation. Putting these documents in place does not remove control. It defines it.
Caregiving: The 4 Documents That Change Everything
Rachel Webster joins Brandon Hatton at Conscious Wealth Studios to walk through the four documents that shape how caregiving actually works in practice. They begin with a simple reality. Most families do not realize they need these documents until they are already in the situation. In this conversation, Rachel shares the moment it became clear for her. Trying to help her mom with something as simple as paying a bill and being told no. That is when preparation stops being theoretical. Brandon and Rachel break down the four essential documents every family should have in place and how each one functions when decisions need to be made. They also address a common hesitation. Putting these documents in place does not remove control. It defines it.
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Brandon hosts a video series where he and the team dissect financial topics, share money memories, and more. Plus, we just like to have fun.
Tune in and subscribe to our series from the Conscious Wealth Studio as we dive into the latest financial trends and market news.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
Welcoming Change
Brandon and Alissa discuss the Center for Conscious Wealth's focus on positive communication for personal transformation and better relationships. They highlight the importance of listening and adopting diverse perspectives, especially in parent-child relationships, while Brandon shares his love for coin bows, emphasizing a broader philosophy of embracing change and adaptability in life.
How Much Should I Put in My Donor Advice Fund?
I have found it valuable to create a system when donating money. Otherwise, it can become stressful or overwhelming. Listen to this video to learn my system. Let me know how you approach it. Donor Advised Funds (DAF) are a powerful tool for creating social impact while managing your taxes in a more efficient manner. efficiently. We have found this to be a valuable wealth management tool for business owners, entrepreneurs and families seeking to exit a company or build a legacy.
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Understanding Liquidity
We kicked off this episode with a simple question: how much should a non-alcoholic beer really cost? From there, we went deep into the role liquidity plays in your portfolio, the global economy, and how to navigate uncertain markets without getting stuck holding the bag.
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The Investment Committee
In this behind-the-scenes episode, Brandon Hatton covers how our monthly investment committee isn’t just a formality. It’s a structure designed to challenge assumptions, illuminate blind spots, and protect the people who trust us with their future. In this video, we cover: Why most financial advisors don’t manage your money directly The risks of outsourcing your investment decisions How our committee structure brings in outside perspectives Why we don’t believe in “just holding” an investment How every decision we make ties back to real families, not fund flows At Conscious Wealth, we don’t just talk about conscious investing we live it, every month.
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