On this episode of the Witty Wallet, we will talk about the Doomsday Clock, Debt Ceiling, and the potential for a Recession in 2023. How do they impact you and what can you do to prepare NOW?   If you're worried about your financial future, this video is for you! I'll share some key steps that you can take to protect yourself and your family. Don't wait - start preparing today!   Helpful Resources Want to be more prepared for a potential recession?  Check out my article "The 5 Ways to get into the right Mindset to Survive the Next Recession."    Want to test if you are Financially Fit?  Take our FAST, FREE, and ANONYMOUS Financial Health Assessment and see how financially fit you are.  For more information about Maven Bridge Capital please visit us and schedule a complimentary 1 on 1 with our Founder, Kristoffer Fu Kristoffer Fu - LinkedIn Maven Bridge Capital - LinkedIn Maven Bridge Capital - Facebook Maven Bridge Capital - Instagram Maven Bridge Capital - YouTube Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Private Wealth Services, LLC.  Maven Bridge Capital is a member firm of  Kestra Private Wealth Services, LLC, an affiliate of Kestra IS.  Maven Bridge Capital and Kestra IS are not affiliated.

Witty Wallet Wednesdays! In this episode of the Witty Wallet, I will discuss "Rothification" and Secure Act 2.0 and how they will impact your retirement planning. Hello, my name is Kristoffer Fu, and in this video, I'm going to talk about "Rothification" and the Secure Act 2.0. This new legislation has a lot of people up in arms because of the potential changes it could make to retirement planning. But what does it all mean? And how will it impact you? I will break it down so you can make the best decision for your future. ARE YOU FINANCIALLY FIT? ARE YOU READY PERSONALLY AND FINANCIALLY FOR WHAT IS TO COME YOUR WAY IN 2023? Do you want to be financially secure? Are you unsure of your financial future? Take our FREE HEALTH ASSESSMENT TODAY >> it's FAST, FREE, and ANONYMOUS.  You don't need to sign up for anything; email is optional.    Take the health assessment here >>  https://www.mavenbridgecapital.com/ffc The Witty Wallet: Making Sense of Finances and Financial Decisions in an Uncertain World. A weekly Wednesday podcast exploring the nuances of personal finance, economic news, and financial decisions that affect everyday people. Hosted by Financial Advisor Kristoffer Fu, Chief Executive Officer and a financial advisor at Maven Bridge Capital.  With almost 20 years of experience helping clients achieve their financial goals, tune in each week as The Witty Wallet can help you make sense of the complex world of finances. Whether you’re a seasoned investor or want to stay informed on the latest economic news, this show is perfect for you. Hear fresh insights on retirement planning, debt management, real estate investing, and more! Get ready to get up close and personal with your wallet and learn how to better manage your money – with a witty twist every Wednesday! Sign up to receive our monthly newsletter and financial updates in your inbox.  SIGN UP HERE Kristoffer Fu - LinkedIn Maven Bridge Capital - YouTube Maven Bridge Capital - Facebook Maven Bridge Capital - Instagram Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment advisory services offered through Kestra Private Wealth Services, LLC.  Maven Bridge Capital is a member firm of  Kestra Private Wealth Services, LLC, an affiliate of Kestra IS.  Maven Bridge Capital and Kestra IS are not affiliated. Trading instructions sent via email, fax, or voicemail will not be honored. There is no assurance that these messages can be retrieved on a timely basis, nor is there any sure method of confirming the customer identity. The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

On this Episode of Succetion, I'm going to share with you three reasons why you should consider paying off your debt.  I want to talk to you about something that's on a lot of people's minds and that is whether or not they should pay off their debt. Now, before we get into the three reasons why you should consider doing this, I just want to say that this is definitely not right for everyone and everyone's situation is different. With that said, let's take a look at three reasons why paying off your debt could be a good idea for you. ***If you enjoy this episode please leave a comment and subscribe.***  I hope you enjoy this episode of Succetion, where our goal is to pay success forward.  Thank you for listening. To learn more about Maven Bridge Capital and our services please visit Maven Bridge Capital EPISODE RESOURCES KRISTOFFER FU - LINKEDIN MAVEN BRIDGE CAPITAL - LINKEDIN MAVEN BRIDGE CAPITAL - FACEBOOK MAVEN BRIDGE CAPITAL - INSTAGRAM

**ATTENTION ALL BUSINESS OWNERS AND SELF EMPLOYED**  In this the 10th episode of Succetion, I talk about why a business owners business is not their retirement fund.  At Maven Bridge Capital we help business owners with their financial planning and wealth management goals and one of the things we encounter often are business owners usually rely on the business to be their retirement nest egg one day.  What happens if you get less than what you had hoped for when you sell the business?    What happens if you decided you rather have your children take over the business?  Worse, what happens if you are unable to sell the business?  According to the Exit Planning Institute, 80% of business will never sell.  If you are a business owner do you have a plan B for your retirement?  These are questions you need to start asking yourself if you have not planned for the future.   ***If you enjoy this episode please leave a comment and subscribe.***  I hope you enjoy this episode of Succetion, where our goal is to pay success forward.  Thank you for listening. To learn more about Maven Bridge Capital and our services please visit Visit Maven Bridge Capital. Episode Resources Kristoffer Fu | Kris's LinkedIn MVCap | Maven Bridge Capital LinkedIn MVCap | Maven Bridge Capital Facebook MVCap | Maven Bridge Capital Instagram MVCap | Maven Bridge Capital YouTube Channel

**ATTENTION**  I have made a tactical change to my podcast content.  I will continue to interview amazing guests from business owners, entrepreneurs, and company leaders,  but I have also decided to add new episodes in which I discuss current events in the financial world along with sharing tips and advice that you can take and apply to your own life.  I encourage you to take what you need and use it to build more wealth and live a life full of purpose and fulfillment. On this episode I talk about the difficult times investors have had to face this whole year so far in the stock market as we try to answer one common question that many people are asking themselves and/or their advisors, "Should I get out of the market now or buy the dip?"  There is continue concern of a looming recession potentially caused by high inflation and rising rates but we must not let our emotions get in the way of investing and instead adopt a strategy to take advantage of the situation.  Listen to this episode to hear how I share why keeping our emotions out of investing is important and some strategies you can start implementing today in your own personal life.  ***If you enjoy this episode please leave a comment and subscribe.***  I hope you enjoy this episode of Succetion, where our goal is to pay success forward.  Thank you for listening. To learn more about Maven Bridge Capital and our services please visit Visit Maven Bridge Capital. Episode Resources Kristoffer Fu | Kris's LinkedIn MVCap | Maven Bridge Capital LinkedIn MVCap | Maven Bridge Capital Facebook MVCap | Maven Bridge Capital Instagram MVCap | Maven Bridge Capital YouTube Channel

On this episode of Succetion, I sit down with Brad Smith.  Brad is the Founder and CEO of Stellar Insight Inc., which is a business growth consulting and coaching company.  Brad has coached CEOs, business owners, and legislators to achieve organizational growth and excellence for more than twenty-five years.  Prior to founding Stellar Insight, Brad worked as a Formulation chemist at Tech Labs, as well as a production plant and equipment designer for HP.  He received his bachelor’s degree from Oregon State University with a major in business management and minors in Chemistry, Physics, and Psychology and he received his MBA degree from the University of Oregon in Marketing and Finance.  Brad is someone who pursues insight and understanding into the convergence of business success, organizational excellence, and the practical actions it takes to consistently achieve significant business growth.  In his words, “Everything is a theory until you experience it and can consciously repeat the experiment.”  His passion is working with ambitious, curious CEOs, business owners and their teams who are committed to their company’s excellence and growth. ***If you enjoy this episode please leave a comment and subscribe.***  I hope you enjoy this episode of Succetion, where our goal is to pay success forward.  Thank you for listening.   To learn more about Maven Bridge Capital and our services please visit Visit Maven Bridge Capital. Episode Resources Brad Smith | Brad's LinkedIn Stellar Insight | Stellar Insight LinkedIn Stellar Insight | Stellar Insight Company Website Kristoffer Fu | Kris's LinkedIn MVCap | Maven Bridge Capital LinkedIn MVCap | Maven Bridge Capital Facebook MVCap | Maven Bridge Capital Instagram MVCap | Maven Bridge Capital YouTube Channel

On this episode of Succetion, I get to have a conversation with Daniel Poon. Daniel graduated from UC Riverside with a degree in business administration. From there, he went on to earn his culinary degree from the prestigious Le cordon Bleu in Pasadena and followed his passion for food and enjoyed a successful career as a research and development chef from one of the world's largest seafood manufacturers. In 2011, inspired by his wife's success in the real estate business, Daniel decided to make a monumental shift in his career and ventured into the real estate business for himself. Together, he and his wife have helped hundreds of families buy and sell properties, which paved their own path into real estate investments and owning multiple investment properties. As an active real estate investor through their company KDP investments, Daniel and his wife have been buying, flipping and rehabbing homes since 2012 and have turned over 88 properties and counting. As a realtor, Daniel is the team leader of Encore Group EXP Realty. Daniel's reputation for exceeding expectation precedes him. Over the course of his career, he has sold over 150 million in real estate. If you enjoy this episode please leave a comment and subscribe. I hope you enjoy this episode of Succetion, where our goal is to pay success forward. Thank you for listening. To learn more about Maven Bridge Capital and our services please visit https://my.captivate.fm/Mavenbridgecapital.com (mavenbridgecapital.com) Episode Resources Daniel Poon Encore Group EXP Yelp | https://www.yelp.com/biz/daniel-poon-encore-group-exp-realty-fountain-valley (Yelp) Daniel Poon Encore Group EXP Facebook | https://www.facebook.com/EncoreGroupEXP (Facebook) Encore Group EXP Instagram | https://www.instagram.com/encoregroup_exp/ (Instagram) Kristoffer Fu I https://www.linkedin.com/in/kristoffer-fu-cfp%C2%AE-cpwa%C2%AE-566a9120b/ (LinkedIn) Maven Bridge Capital I https://www.facebook.com/MavenBridgeCapital (Facebook) Maven Bridge Capital I https://www.instagram.com/mavenbridgecapital/ (Instagram)

On this episode of Succetion, I get to have a conversation with Brendon Mulvihill, a dear friend and someone I look up to. Brendon serves currently as the SVP of sales and marketing over at proTunes, which is a music and licensing platforms for businesses. The start-up world is an environment that Brendon enjoys as he gets to help build something from the ground up. Listen to how he shares his mindset when it comes to embracing failure and why it's important when it comes to achieving success. If you enjoy this episode please leave a comment and subscribe. I hope you enjoy this episode of Succetion, where our goal is to pay success forward. Thank you for listening. To learn more about Maven Bridge Capital and our services please visit https://my.captivate.fm/Mavenbridgecapital.com (mavenbridgecapital.com) Episode Resources Brendon Mulvihill I https://www.linkedin.com/in/brendonm/ (LinkedIn) Kristoffer Fu I https://www.linkedin.com/in/kristoffer-fu-cfp%C2%AE-cpwa%C2%AE-566a9120b/ (LinkedIn) Maven Bridge Capital I https://www.facebook.com/MavenBridgeCapital (Facebook) Maven Bridge Capital I https://www.instagram.com/mavenbridgecapital/ (Instagram)

On this episode of Succetion, I get to have a conversation with Lynn Fernando Mulvihill. Lynn recently left her 13 year director position with Disney to pursue a new endeavor as the head of Marketing at Amazon. Hear her story as she continues to climb the corporate ladder, striving for more out of life and never settling in her comfort zone. With her success she has a strong passion for paying it forward which is apparent in her entrepreneurial spirit as she is also a Co-Founder of a new start-up venture called Tech Girl which is a platformed aimed at connecting aspiring female entrepreneurs with resources, mentors and a community of peers. As if that is not enough, she is also a part of another venture called REV, which is a social club/venture fund launching later this year aimed at raising funds to support early stage companies coming out of her alma mater, University of Michigan. If you enjoy this episode please leave a comment and subscribe. I hope you enjoy this episode of Succetion, where our goal is to pay success forward. Thank you for listening. To learn more about Maven Bridge Capital and our services please visit https://my.captivate.fm/Mavenbridgecapital.com (mavenbridgecapital.com) Episode Resources Lynn Fernando Mulvihill I https://www.instagram.com/lynnmulv/ (Instagram) REVGoBlue I https://www.instagram.com/revgoblue/ (Instagram) Tech Girl Co I https://www.instagram.com/techgirlco/ (Instagram ) Kristoffer Fu I https://www.linkedin.com/in/kristoffer-fu-cfp%C2%AE-cpwa%C2%AE-566a9120b/ (LinkedIn) Maven Bridge Capital I https://www.facebook.com/MavenBridgeCapital (Facebook) Maven Bridge Capital I https://www.instagram.com/mavenbridgecapital/ (Instagram)

On this episode of Succetion, I get to sit down with Dr. Dipali Potnis who currently serves as a middle school Principal. Hear her journey to becoming a principal as well as some of the challenges she and her staff face, ultimately overcoming those challenges so they may provide the best education to their students. I enjoyed how she shared that through the simple act of listening, she has been able to learn an abundance of knowledge and make many important connections in life which has helped contribute to her success. If you enjoy this episode please leave a comment and subscribe. I hope you enjoy this episode of Succetion, where our goal is to pay success forward. Thank you for listening. To learn more about Maven Bridge Capital and our services please visit https://my.captivate.fm/Mavenbridgecapital.com (mavenbridgecapital.com) Episode Resources Dipali Potnis I https://www.instagram.com/dipali.potnis/ (Instagram) Kristoffer Fu I https://www.linkedin.com/in/kristoffer-fu-cfp%C2%AE-cpwa%C2%AE-566a9120b/ (LinkedIn) Maven Bridge Capital I https://www.facebook.com/MavenBridgeCapital (Facebook) Maven Bridge Capital I https://www.instagram.com/mavenbridgecapital/ (Instagram)