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: Involvement of Younger Individuals: Exploring how today's youth are increasingly involved in volunteering and supporting charitable causes. Impact Beyond Finances: The significance of giving time, energy, and financial contributions to make a difference. Legacy and Positivity: The importance of considering one's legacy and impact from a young age for positive life changes. Ways to Support Jesse Reese Foundation: Visiting the Joy Factory Sponsoring Joy Jars Attending or organizing corporate give-back events Conducting various fundraising activities Inspirational Motto: The universal application of "Never Ever Give Up" (NEGU) in daily life as a source of encouragement. Childhood Cancer Awareness: The sobering statistics about childhood cancer and the foundation's global impact. Global Reach and Expansion: How the foundation has extended its helpful hand to 53 countries and plans for further growth. 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. As part of my firm's mission at Evoke Wealth Management, we will match up to $1000 in total donations for listeners who wish to donate to the Jessie Rees Foundation. You can donate as little as $25, which is enough to send a Joy Jar to a child fighting cancer. Join us in our mission and donate today by texting NEGU140 to 71777 Or visit the NEGU/EvokeWM campaign page Thank you for tuning in and remember to Never Ever Give Up! Kristoffer Fu Guest Contact Information: Website - ⁠The Jessie Rees Foundation LinkedIn - Team NEGU Host Contact Information LinkedIn - ⁠⁠Kristoffer Fu⁠⁠ LinkedIn - ⁠⁠Evoke Wealth Management⁠⁠ Instagram - ⁠⁠Wealth Movement with Kris⁠⁠ Substack - ⁠⁠Wealthought Out⁠

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. These insightful conversations promise to guide our listeners through the interwoven paths of personal endurance, business acumen, and thoughtful life strategies. 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, Kristoffer Fu Episode Resources Guest Tim Vorhoff | LinkedIn Profile Creo Valo | Company Website Host 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. Please remember to like, subscribe, and share this episode with others who may find it helpful! If you have any questions or need advice about your money decisions 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, Kristoffer Fu Episode Resources Hanna Yang, Esq | LinkedIn Page 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! Join us and dive into the intersection of Wealth and Health with Kristoffer Fu, Private Wealth Advisor at Evoke Wealth Management, and Dr. Scott Freeman, owner of Vibe Health. In this thought-provoking conversation, they unravel the secrets of holistic well-being and explore how neurological optimization is the key to a thriving life. Dr. Freeman sheds light on the intricate connection between physical, mental, and emotional experiences, emphasizing the crucial role they play in enhancing overall health. The dialogue delves into the concept of community health, going beyond mere symptom relief and highlighting the power of collective contribution in fostering comprehensive wellness. Gain insights into Dr. Freeman's professional journey, from individual health practices to becoming a champion for community health through wellness classes and consultations. This enlightening discussion resonates with the collective dimensions of healthy living, emphasizing the significance of creating, managing, and optimizing both your health and wealth. Please remember to like, subscribe, and share this episode with others who may find it helpful! If you have any questions or need advice about your money decisions 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, Kristoffer Fu 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 illuminating episode of the Wealth Movement, I am joined by Pete Lopresti and Kristen Robertson of Rescom Financial Services, Inc. They provide insightful advice for first-time home buyers and shed light on their unique approach to customer engagement. Key topics we discussed include; Financial planning Strategizing for a first home purchase, Navigating the housing market's complexities, Maintaining transparent and lasting client relationships. Strong emphasis is given to the significance of financial knowledge, intentionality, personal communication, and a collaboration-focused industry transformation. Pete and Kristen also encourage listeners to seek advice regardless of their perceived eligibility for homeownership. Please remember to like, subscribe, and share this episode with others who may find it helpful! If you have any questions or need advice about your money decisions 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, Kristoffer Fu Episode Resource Links: Rescom Instagram: https://www.instagram.com/rescommortgagelending/ Rescom Facebook: https://www.facebook.com/profile.php?id=100038550349643 Rescom Contact Email: TeamRescom@Rescomfs.com Kristoffer Fu | ⁠⁠⁠⁠Maven Bridge Capital⁠⁠⁠ Kristoffer Fu | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Kristoffer Fu | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ Kristoffer Fu | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ Kristoffer Fu | email - hello@mavenbridgecapital.com Important Show highlights: 00:35 The Philosophy of Wealth Movement 02:14 The Vision of Recon Financial Services 02:32 Challenges for First-Time Home Buyers 03:00 The Importance of Understanding Clients' Financial Goals 11:15 The History and Mission of Recon Financial Services 12:07 The Importance of Customer Service in Mortgage Lending 22:22 The Challenges and Solutions in Today's Housing Market 23:25 The Role of Financial Education in Homeownership 38:44 The Importance of Being a Bulletproof Buyer 43:15 The Impact of Market Conditions on First Time Home Buyers 43:32 Predicting Future Business Trends in the Housing Market 43:55 Preparing for Home Ownership: Steps and Strategies 44:27 The Importance of Pre-Approval and Loan Options 45:30 Understanding the Impact of Financial Decisions on Home Buying 47:55 The Importance of Comfort Level in Home Buying 49:00 The Role of Financial Planners and CPAs in Home Buying 49:38 The Cost of Waiting: Analyzing Rent vs. Home Ownership 56:29 The Future of the Housing Market and Personal Goals 59:06 The Legacy of Helping Clients Achieve Home Ownership 01:09:53 The Importance of Collaboration in the Industry 01:14:48 Final Thoughts and Reflections

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: Developing Strong and Open Communication between Different Generations in a Family Business. Communicating effectively between generations makes it a smooth business transition—practical advice on facilitating this process and cultivating a strong working relationship among family members. The Importance of Working with Each Family Member Individually before Family Meetings. Why it's essential to connect with each family member individually before grouping everyone together. He shares how this approach leads to more impactful and effective meetings. Fostering an Open Dialogue between Family Members Involved. We discuss the value of maintaining an open and honest conversation between all family members involved in the business. Chris offers strategies for handling difficult conversations and encouraging every member to contribute to the discussion. The Critical Role of Resilience in Passing on Money Values to Your Children Chris stresses the importance of cultivating resilience in next-generation family members to prepare them for the challenges of managing a family business. He shares some practical tips on nurturing this essential trait in young entrepreneurs. Surrounding Yourself with a Team of Experts We discuss the importance of building a network of knowledgeable professionals to support your family business throughout its life, particularly during transitions between generations. Chris explains the role of these experts and offers advice on how to find the right individuals for your unique needs. The Importance of establishing and maintaining a Family Vision, Mission Statement, and Core Values Chris highlights the significance of creating a vision and mission statement and identifying core values to serve as a framework for your family business. He explains why these elements are crucial for guiding decision-making and ensuring everyone in the family is on the same page. 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 Episode Resource Links: Chris Yonker | Website Chris Yonker | Family Business Forum Chris Yonker Podcast | The Secret Thoughts of CEO's Podcast Kristoffer Fu | ⁠⁠⁠Maven Bridge Capital⁠⁠ Kristoffer Fu | ⁠⁠⁠LinkedIn⁠⁠⁠ Kristoffer Fu | ⁠⁠⁠Instagram⁠⁠⁠ Kristoffer Fu | ⁠⁠⁠YouTube⁠⁠⁠ Kristoffer Fu | email - hello@mavenbridgecapital.com

Accomplished entrepreneur Barry Bradham shares insights on overcoming financial struggles, the importance of structure and process in business, breaking through plateaus, and helping other entrepreneurs. They also discuss the value of learning, sacrifices, and the future of business. Additionally, they express their desire for face-to-face interactions and talk about their love for carpentry. The importance of paying yourself first and embracing the struggle is highlighted.

Carolyn Moor, a financial advisor specialized in helping widows, discusses the challenges widows face, the importance of support networks like the Modern Widows Club, regaining a sense of self, tackling financial challenges, and cultivating courage and resilience for widows on their journey towards healing and independence.