Episode Title: Become an Unstoppable Force for Joy, Hope, and Love: Embracing the Never Ever Give Up Mindset with Shaya Rees Frum and the Jessie Rees Foundation

Host: Kristoffer Fu, CFP®, CEPA®, CPWA® (Managing Director - Evoke Wealth Management)

Guest: Shaya Rees Frum (The Jessie Rees Foundation)

Episode Overview:

In this enlightening episode of Wealth Movement, host Kristoffer Fu sits down with Shaya Rees Frum from the Jessie Rees Foundation. The discussion delves into incredible stories of hope, resilience, and philanthropy. You'll learn about the foundation's mission to spread joy and support children battling cancer through heartfelt initiatives like Joy Jars and the Club Negu program.

Key Discussion Points:

Join us in supporting the Jessie Rees Foundation! Visit negu.org to learn more about their initiatives or donate to spread joy to children fighting cancer.

The Giving Movement Campaign: Invites listeners to donate and get involved with us at Evoke Wealth Management in the foundation’s mission.

Thank you for tuning in and remember to Never Ever Give Up!

Kristoffer Fu

Guest Contact Information:

Host Contact Information

Episode Title: Bridging Psychology and Business: Dr. Donna Marino's Unique Approach to Wealth

Guest: Dr. Donna Marino, Expert on Leadership and Family Business Coaching

Host: Kristoffer Fu, CFP®, CEPA®, CPWA®, Wealth Advisor and Exit Planning Advisor

Episode Overview:

In this enlightening episode of Wealth Movement, I welcome Dr. Donna Marino, a seasoned psychologist and coach specializing in aiding family-owned businesses and entrepreneurs. In her book Unleash the Wise Leader In You!, Dr. Donna emphasizes the transformative power of leadership in both personal and professional spheres.

The discussion delves into the critical need for effective succession planning within family businesses to prevent conflict and ensure a smooth transition, highlighting the psychological aspects and potential identity crises associated with business handovers.

Key Topics Discussed:

1. The Importance of Leadership in Personal and Business Success:

- Dr. Donna discusses the first principle of her book, which focuses on claiming one's leadership role and the broad impact this can have.

2. Challenges in Family-Owned Businesses:

- Insights into the complexity of succession planning and the necessity of open communication to avoid familial disputes.

- Outside perspectives are important in overcoming stagnation and fostering business growth.

3. Psychological Impacts of Business Ownership and Transition:

- Exploring the identity shift business owners face during retirement and methods to mitigate associated anxiety and depression.

4. Wealth Beyond Money:

- A deeper conversation about defining wealth includes financial success, fulfillment, and quality family time.

5. Strategic Approaches to Leadership Within Business Dynamics:

- Dr. Donna's integration of psychology and coaching to challenge conventional thinking and enhance leadership capabilities.

- The concept of "courageous conflict" and its role in achieving positive outcomes in challenging business environments.

6. Personal Insights and Future Opportunities:

- Dr. Donna reflects on her family background and career evolution from therapy to coaching, underscoring the personal experiences shaping her professional methods.

Conclusion:

Kris and Dr. Donna wrap up the session with a mutual appreciation for the enriching dialogue. Listeners leave with a nuanced understanding of wealth, leadership, and the intricacies of family-owned businesses.

Dr. Donna encourages listeners to live purposefully, challenge negative beliefs around money, and prioritize psychological well-being alongside business success.

Listen and Engage:

Connect with Dr. Donna through her website and podcast Courageous Confict and discover more resources for mastering leadership and navigating family business complexities.

**Guest Contact Information:**

- LinkedIn: ⁠Dr. Donna

- Website - Dr. Donna

- Podcast - Courageous Conflict

**Host Contact Information**

- Kristoffer Fu

- LinkedIn - ⁠Kristoffer Fu⁠

- LinkedIn - ⁠Evoke Wealth Management⁠

- Instagram - ⁠Wealth Movement with Kris⁠

- Substack - ⁠Wealthought Out⁠

**Podcast Name:** Wealth Movement

**Episode Title:** Interview with Danielle Miura

**Episode Description:**

In this enlightening episode of Wealth Movement, host Kris talks with financial planner and caregiver advocate Danielle Miura about the unique financial challenges faced by family caregivers. Danielle, who founded Spark Financial, shares personal insights from her own experiences as a caregiver, shedding light on the often-overlooked emotional and financial strain caregivers endure. The duo delve into the necessity of self-care for caregivers, the importance of having early and uncomfortable conversations about end-of-life planning, and the valuable role financial planners can play in supporting caregivers.

Listeners will gain a deeper understanding of the unexpected journey of caregiving, its impacts on careers, and the available support systems. Danielle also highlights the need for a wider distribution of caregiving tasks among family members and more comprehensive government support for caregivers. Wrap up the episode with Danielle's reflections on how meeting and collaborating with fellow financial planners has enriched her perspective and advocacy efforts.

This episode is a must-listen for anyone involved in caregiving, those who might be in the future, or financial professionals looking to offer better support to their clients navigating caregiving responsibilities.

**Key Points Discussed:**

- The physical, emotional, and financial toll of caregiving

- Effective financial planning for caregivers

- The significance of supportive communities and government aid for caregivers

- Recommendations for self-care and boundary setting in caregiving roles

- The critical role of financial advisors in addressing non-financial issues related to caregiving

**Guest Contact Information:**

- LinkedIn: Danielle Miura

- Twitter: @mi_u_l_a

- Instagram: Spark Financials

- Blogs on Family Caregiving

- Blogs for Financial Advisors

- Resource for Family Care Givers

**Host Contact Information**

- Kristoffer Fu

- LinkedIn - Kristoffer Fu

- LinkedIn - Evoke Wealth Management

- Instagram - Wealth Movement with Kris

- Substack - Wealthought Out

Join us in this deep dive to better understand the nexus between financial planning and caregiving on Wealth Movement.

Welcome to Wealth Movement, your guide to financial empowerment and personal growth.

In this episode, we have the immense pleasure of introducing Tim Vorhoff, the Vice President at Creo Valo, a company that stands as a beacon of advocacy for business owners navigating the complex waters of business transactions. As a committed ultra marathoner and entrepreneur, Tim embodies the enduring spirit of perseverance and the power of mindset shifts. We'll explore Tim's fascinating journey from running 100k races to an astonishing 240 miler and how he applies the same principles of consistency and belief in the impossible to nurture success in the business world.

Join us as we delve deep into the importance of planning for the unexpected, creating a self-sustaining business, and preparing for an eventual exit. Whether you are a seasoned business owner, an aspiring entrepreneur, or someone looking to push your physical and mental boundaries, this conversation promises to offer valuable insights and inspiration. Buckle up for a transformative session on embracing adversity, constant self-improvement, and the interplay between personal well-being and professional excellence.

Remember to subscribe and share your thoughts on today's episode with Tim Vorhoff. Until next time, keep moving towards wealth in all aspects of your life.

If you have any questions or need advice about your money decisions or have a general financial question, click on the following link to chat >> ⁠⁠⁠I have a financial question and I need human advice⁠⁠

With Gratitude and Appreciation,

Episode Resources

Guest

Tim Vorhoff | LinkedIn Profile

Creo Valo | Company Website

Kristoffer Fu | ⁠⁠LinkedIn Page⁠⁠

Kristoffer Fu IG | ⁠⁠Wealth MVMT⁠⁠

Kristoffer Fu FB | ⁠⁠Wealth MVMT⁠⁠

Kristoffer Fu YouTube | ⁠⁠Wealth MVMT⁠⁠

Evoke Wealth Management | ⁠⁠Visit Evoke WM⁠⁠

Evoke Wealth Management | ⁠⁠LinkedIn Page

Show Highlights Timeline

00:00 Advocating for business owners in selling transactions.

05:47 Brothers seek partnership to diversify and grow.

16:42 Meditation fosters confidence and internal clarity.

20:02 Constantly evolving identity and self-discovery through meditation.

23:37 Striving for extraordinary, finding conviction, slow progress.

32:53 Finding help accelerates business growth and success.

35:33 Creating a business case to attract investors.

41:36 Apple's business independence and value explained.

48:25 Food choices affect behavior and energy levels.

51:26 Empowering stoic philosophy shifts perspective and control.

57:30 Maximizing value by understanding entire market landscape.

Welcome to this exciting episode of the Wealth Movement Podcast!

Join us on this new episode of the Wealth Movement Podcast as estate planning attorney Hanna Yang joins me.

Here is a little bit of information about my guest: Hanna Yang is an associate attorney at BarthCalderon LLP. Her practice includes estate planning, probate, and trust administration. Before establishing her estate planning practice, Hanna practiced law for over 17 years in the military and currently serves in the U.S. Air Force Reserve. Hanna received her Bachelor of Arts from the University of California, Berkley, and her Juris Doctor from Boston University School of Law.

In this jam-packed episode, you will hear why Hanna emphasizes the importance of estate planning, or as I like to call it, Legacy planning. She shares why estate planning is vital for individuals regardless of their financial status or age. Together in our conversation, we delve into the complexities of estate planning, the implications of neglecting it, and shed light on the process of transferring wealth. We also explore the influence of federal laws on estate plans and briefly touch on the new Corporate Transparency Act and how it affects business owners.

Our conversation underlines the importance of having transparency in estate planning between family members and why communication is important in leaving a legacy.

Hanna Yang, Esq | Telephone 714-704-4828 ext. 117

Link to file and comply with the new Corporate Transparency Act

Kristoffer Fu | ⁠LinkedIn Page⁠

Kristoffer Fu IG | ⁠Wealth MVMT⁠

Kristoffer Fu FB | ⁠Wealth MVMT⁠

Kristoffer Fu YouTube | ⁠Wealth MVMT⁠

Evoke Wealth Management | ⁠Visit Evoke WM⁠

Evoke Wealth Management | ⁠LinkedIn Page

Episode Timeline

00:00 Introduction to Legacy Planning

00:23 The Importance of Estate Planning

00:42 Meet the Expert: Hannah Yang

01:20 Personal Journey into Wealth Management

03:00 Getting to Know Hannah Yang

03:23 The Intricacies of Estate Planning

05:55 Hannah's Personal Journey and Expertise

11:20 The Importance of Estate Planning for Young Families

14:42 The Risks of Not Having an Estate Plan

19:07 When to Consider Estate Planning

23:33 The Pitfalls of Improper Wealth Transfer

28:19 Understanding the Importance of Estate Planning

28:58 The Role of Trusts in Estate Planning

29:43 The Impact of Losing a Spouse on Estate Planning

32:58 Involving Children in Estate Planning

38:40 Asset Protection and Estate Planning

44:23 The Corporate Transparency Act and Its Impact on Business Owners

48:09 Final Thoughts on Estate Planning

Welcome to this exciting episode of the Wealth Movement Podcast!

Episode Resources

Dr. Scott Freeman | Linkedin Page

Dr. Scott Freeman IG | Visit IG

Vibe Health Business | Visit

Vibe Health Facebook | Visit FB

Kristoffer Fu | LinkedIn Page

Kristoffer Fu IG | Wealth MVMT

Kristoffer Fu FB | Wealth MVMT

Kristoffer Fu YouTube | Wealth MVMT

Evoke Wealth Management | Visit Evoke WM

Evoke Wealth Management | LinkedIn Page

In this episode of The Wealth Movement, we are joined by Chris Yonker, a certified family business advisor who shares his wisdom on successfully transitioning family businesses to the next generation. We dive deep into the challenges of ensuring the next generation can continue and build upon the success of the family business while maintaining strong communication and fostering open dialogue between all family members involved.

Key topics covered in this episode:

Remember to like, subscribe, and share this episode with other family business owners who may find it helpful!

If you have any questions or need advice on transitioning your family business or just have a general financial question click on the following link to chat >> I have a financial question and I need human advice

With Gratitude and Appreciation,

Kris Fu

Welcome to another exciting episode of The Wealth Movement Podcast, where purpose, legacy, and financial planning come together. In this special episode, we're excited to bring you an insightful and motivational conversation with accomplished entrepreneur Barry Bradham. In my conversation with Barry, I dive deep into Barry's life and entrepreneurial experiences to unpack some invaluable lessons for solopreneurs and family-owned businesses alike.

Throughout this episode, we will explore:

- Overcoming financial struggles and turning them into valuable experiences.

- Breaking through plateaus and achieving new levels of success for solo entrepreneurs and family business owners.

- Why helping other entrepreneurs is one of the most important things you can do as an entrepreneur.

- and so much more!

Don't miss this transformative episode that will shift your mindset, challenge your fears, and give you the tools you need to embrace the struggle and unlock your potential.

Remember to subscribe, follow, and share The Wealth Movement Podcast, so you and your friends never miss an episode! Get ready for an exciting and thought-provoking conversation that could change how you approach your business – and your life.

With Gratitude and Appreciation,

Kris Fu

Episode Resource Links:

Would you like a Financial Health Check-up? Take our Complimentary 7-minute assessment to find out where you stand today >> ⁠⁠⁠https://www.mavenbridgecapital.com/financial-health-assessment

Welcome to another episode of The Wealth Movement podcast! In this powerful and insightful episode, we're diving deep into the diverse challenges that widows face in the wake of losing a loved one, from grappling with financial issues to dealing with mental health and redefining personal identity.

As a financial advisor for nearly two decades, I've had the privilege of helping a wide range of clients, and one group that I'm particularly grateful to serve are widows. In fact, they comprise almost half of my clientele. Joining us today is the inspiring and knowledgeable Carolyn Moor, a compassionate advocate for widows and Founder of the Modern Widows Club.

Throughout this heart-touching episode, we'll explore:

Don't miss this transformative and educational discussion with our special guest, Carolyn Moor. Tune in and discover the importance of compassionate support for widows on their journey towards healing and independence. Listen now!

With Gratitude and Appreciation,

Kris Fu

Episode Resource Links: