Conscious Wealth Insights

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.

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.

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.