Conscious Wealth Insights

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.

Brandon and JP explore the fourth pillar of Conscious Wealth: Connection. They discuss how business relationships can be a powerful source of meaning and fulfillment. They share stories from long-term client relationships, insights on why entrepreneurs often fear losing connection after selling their business, and how work itself can be a form of wealth. This conversation offers a fresh perspective on aligning your professional life with purpose, community, and personal growth.