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

Can your wealth do more than generate returns? On this episode of The Money Path, 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 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 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 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.