The Future of Wealth Management: Impact Investing, Philanthropy & Legacy Planning

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Can your wealth do more than generate returns? On this episode of The Money Path [https://youtube.com/playlist?list=PLf7jplX9ww4qpkCtKwqrK4K91Ml5HtXdu&si=fieu-8BxBaYfS39k], host Todd M. Schoenberger sits down with Debra Shapira, Impact Lead Advisor at Brighton Jones, for an insightful discussion on how investors, entrepreneurs, executives, and families can align their wealth with their values while creating meaningful long-term impact. Debra explains how Brighton Jones helps clients move beyond traditional financial planning to develop intentional strategies around philanthropy, impact investing, donor-advised funds (DAFs), family legacy planning, and purpose-driven wealth management. Key topics include: ✅ What an Impact Lead Advisor actually does ✅ Impact investing opportunities beyond traditional portfolios ✅ Donor-Advised Funds (DAFs) and strategic charitable giving ✅ How families create multi-generational legacies ✅ Why younger investors and women are driving demand for purpose-driven investing ✅ Turning reactive giving into intentional philanthropy ✅ Evaluating nonprofits and charitable organizations effectively ✅ How wealth can create lasting social impact while supporting financial goals ✅ The future of philanthropic planning and values-based investing ✅ Why legacy is about more than money Whether you're building wealth, planning a charitable strategy, preparing for a major liquidity event, or seeking to leave a meaningful legacy, this conversation offers valuable insights into the growing world of impact-focused wealth management. Watch and Listen now and discover how purpose and performance can work together. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUM5SVdJY0lSQzFXXzN1azRqOHNwdzZVMFhVUXxBQ3Jtc0tta1A3MFlyeGt3bEpuN2tRN0VGQUxSMDFvdHRVaWFXMzV2MGdweC0wYjBRTVViN3FoSlJTcG5NbVlDYUNPRHZvMU1jeG43VFBTek5CR211YUV0WFJrYmk0RUFMTHFCd2NGUE5URm5KRjlPNWdDOGFNaw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=yRoosSy5nMU]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. #TheMoneyPath #DebraShapira #BrightonJones #ImpactInvesting #Philanthropy #DonorAdvisedFunds #WealthManagement #LegacyPlanning #FinancialPlanning #PurposeDrivenInvesting #ToddMSchoenberger #CharitableGiving #FamilyLegacy #Investing #ImpactAdvisor #BizTalkTodayTV Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Jay Hatfield: Negative CPI Shock? Why Stocks Could Explode Higher Toward 9,000

Could Wall Street be dramatically underestimating what the next inflation report will reveal? On this episode of ⁠Hatfield Economics⁠ [https://watch.biztalktodaytv.com/], host Todd M. Schoenberger sits down with Jay Hatfield, CEO of Infrastructure Capital Management and CIO of the ICAP ETFs, to discuss one of the boldest macro forecasts on Wall Street. Jay explains why he believes the June CPI report could come in negative, driven by collapsing oil and gasoline prices, falling shelter inflation, and easing tariff pressures. If he's right, it could reshape expectations for Federal Reserve policy, Treasury yields, mortgage rates, and the stock market. Jay also discusses why he expects three Fed rate cuts over the next year, why the bond market—not Fed Funds futures—is sending the real signal, and why the current earnings cycle could push the S&P 500 toward—and potentially beyond—his 9,000 target. Plus, he shares his latest investment ideas, including why he remains bullish on Amazon, Lockheed Martin, Bank of America, Citizens Financial, and KKR, while providing an update on the strong performance of the QVOL ETF and its nearly 12% annualized distribution strategy. Topics include: * Why Jay predicts a negative June CPI report * Falling oil prices and what they mean for inflation * Why the Fed may have no choice but to cut rates * Could mortgage rates fall below 6%? * Why earnings—not valuations—are driving this bull market * S&P 500 outlook: 9,000... or even higher? * Amazon and Lockheed Martin investment thesis * Financial stocks poised to outperform * QVOL ETF performance and dividend strategy * Long-term investing versus hedge fund trading Don't miss one of the most bullish—and controversial—market outlooks of the year. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEZXdFB3UnlnTTNoRHVBdDZGd1g4dVBfX2std3xBQ3Jtc0ttR3hHRFFIYS1QVFVUOGI0UkR1dzQwMjJwMHVuUmlPQVVOYU5vaWZfamVtSllpcVpDM0JmdUpXUkNHUV9UdTFEcjVYbDZYaVIxTWNDd014OXRya0VEWVdKNkNldkY0Y3o3Mnk1d0trdk1PQndvWjZkbw&q=https%3A%2F%2Fbiztalktodaytv.com%2F&v=a7_rETSrEcQ]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future results. Viewers and readers are solely responsible for their financial and wagering decisions and should conduct their own due diligence and consult with qualified professionals where appropriate. Sports betting commentary is for informational and entertainment purposes only. Participants must comply with applicable laws and age requirements in their jurisdiction. #HatfieldEconomics #JayHatfield #ToddSchoenberger #StockMarket #CPI #Inflation #FederalReserve #InterestRates #SP500 #Investing #WallStreet #Economy #OilPrices #Amazon #LockheedMartin #BankOfAmerica #KKR #QVOL #BizTalkTodayTV #Markets Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

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The Future of Wealth Management: Impact Investing, Philanthropy & Legacy Planning

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