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.

We're back in the 404. Breaking down what a strong or weak U.S. dollar really means for your wallet, your travel plans, and your portfolio. In this video, Brandon and JP unpack how currency strength impacts international investments, tariffs, asset allocation, and long-term wealth strategy. Whether you're heading to Paris or just managing a diversified portfolio, understanding the dollar's role is key in today’s volatile market.