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

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/the-future-of-wealth-management-impact-investing-philanthropy-legacy-planning
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/the-future-of-wealth-management-impact-investing-philanthropy-legacy-planning.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-06-10T20:38:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN2572537791.mp3
Audio file: https://traffic.megaphone.fm/FPMN2572537791.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/the-future-of-wealth-management-impact-investing-philanthropy-legacy-planning
Duration seconds: 2298

## Resource

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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Ap…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-weekly-money-clip-6866050/episodes/the-future-of-wealth-management-impact-investing-philanthropy-legacy-planning/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-weekly-money-clip-6866050/the-future-of-wealth-management-impact-investing-philanthropy-legacy-planning.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.