The Wealth Movement

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

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: 1. Visiting the Joy Factory 2. Sponsoring Joy Jars 3. Attending or organizing corporate give-back events 4. 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 [https://www.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 [evokewm.com], 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 [https://fundraise.givesmart.com/vf/NEGU/EvokeWealthManagement] Thank you for tuning in and remember to Never Ever Give Up! Kristoffer Fu Guest Contact Information: * Website - ⁠The Jessie Rees Foundation [https://negu.org/] * LinkedIn - Team NEGU [https://www.linkedin.com/company/teamnegu/] Host Contact Information * LinkedIn - ⁠⁠Kristoffer Fu⁠⁠ [https://www.linkedin.com/in/kristofferfu/] * LinkedIn - ⁠⁠Evoke Wealth Management⁠⁠ [https://www.linkedin.com/company/evoke-wealth-management/?viewAsMember=true] * Instagram - ⁠⁠Wealth Movement with Kris⁠⁠ [https://www.instagram.com/wealthmvmtwithkris] * Substack - ⁠⁠Wealthought Out⁠ [https://kristofferfu.substack.com]

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

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 [https://www.drdonnamarino.com/] and podcast Courageous Confict [https://open.spotify.com/show/7s6S6ibSQ93smW5iPz1FpR?si=25003104590c491b] and discover more resources for mastering leadership and navigating family business complexities. **Guest Contact Information:** - LinkedIn: ⁠Dr. Donna [https://www.linkedin.com/in/drdonnamarino/] - Website - Dr. Donna [https://www.drdonnamarino.com/] - Podcast - Courageous Conflict [https://open.spotify.com/show/7s6S6ibSQ93smW5iPz1FpR?si=25003104590c491b] **Host Contact Information** - Kristoffer Fu - LinkedIn - ⁠Kristoffer Fu⁠ [https://www.linkedin.com/in/kristofferfu/] - LinkedIn - ⁠Evoke Wealth Management⁠ [https://www.linkedin.com/company/evoke-wealth-management/?viewAsMember=true] - Instagram - ⁠Wealth Movement with Kris⁠ [https://www.instagram.com/wealthmvmtwithkris] - Substack - ⁠Wealthought Out⁠ [https://kristofferfu.substack.com]

Unveiling Caregiving Realities with Financial Expert Danielle Miura

**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 [https://www.linkedin.com/in/danielle-miura/] - Twitter: @mi_u_l_a [twitter.com/Daniellemiula] - Instagram: Spark Financials [https://www.instagram.com/sparkfinancials/] - Blogs on Family Caregiving [https://spark-fin.com/blog?blogcategory=Family+Caregiving] - Blogs for Financial Advisors [https://spark-fin.com/advisor-resources] - Resource for Family Care Givers [https://spark-fin.com/blog/f/resources-for-family-caregivers?blogcategory=Family+Caregiving] **Host Contact Information** - Kristoffer Fu - LinkedIn - Kristoffer Fu [https://www.linkedin.com/in/kristofferfu/] - LinkedIn - Evoke Wealth Management [https://www.linkedin.com/company/evoke-wealth-management/?viewAsMember=true] - Instagram - Wealth Movement with Kris [https://www.instagram.com/wealthmvmtwithkris] - Substack - Wealthought Out [https://kristofferfu.substack.com] Join us in this deep dive to better understand the nexus between financial planning and caregiving on Wealth Movement.

Building Enduring Wealth with Ultra Marathoner Tim Vorhoff

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 [https://calendly.com/kris-evoke/i_have_a_question] With Gratitude and Appreciation, Kristoffer Fu Episode Resources Guest Tim Vorhoff | LinkedIn Profile [https://www.linkedin.com/in/timvorhoff/] Creo Valo | Company Website [https://creovalo.com/] Host Kristoffer Fu | ⁠⁠LinkedIn Page⁠⁠ [https://www.linkedin.com/in/kristofferfu-cfp-cpwa-mavenbridgecapital/] Kristoffer Fu IG | ⁠⁠Wealth MVMT⁠⁠ [https://www.instagram.com/wealthmvmtwithkris/] Kristoffer Fu FB | ⁠⁠Wealth MVMT⁠⁠ [https://www.facebook.com/profile.php?id=61555811966830] Kristoffer Fu YouTube | ⁠⁠Wealth MVMT⁠⁠ [https://www.youtube.com/@wealthmvmtwithkris] Evoke Wealth Management | ⁠⁠Visit Evoke WM⁠⁠ [evokewm.com] Evoke Wealth Management | ⁠⁠LinkedIn Page [https://www.linkedin.com/company/evoke-wealth-management/] 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.

Your Legacy, Your Rules: Understanding Estate Planning with Hanna Yang, Esq.

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 [https://calendly.com/kris-evoke/i_have_a_question] With Gratitude and Appreciation, Kristoffer Fu Episode Resources Hanna Yang, Esq | LinkedIn Page [https://www.linkedin.com/in/hanna-yang1/] Hanna Yang, Esq | Telephone 714-704-4828 ext. 117 Link [https://boiefiling.fincen.gov/] to file and comply with the new Corporate Transparency Act Kristoffer Fu | ⁠LinkedIn Page⁠ [https://www.linkedin.com/in/kristofferfu-cfp-cpwa-mavenbridgecapital/] Kristoffer Fu IG | ⁠Wealth MVMT⁠ [https://www.instagram.com/wealthmvmtwithkris/] Kristoffer Fu FB | ⁠Wealth MVMT⁠ [https://www.facebook.com/profile.php?id=61555811966830] Kristoffer Fu YouTube | ⁠Wealth MVMT⁠ [https://www.youtube.com/@wealthmvmtwithkris] Evoke Wealth Management | ⁠Visit Evoke WM⁠ [evokewm.com] Evoke Wealth Management | ⁠LinkedIn Page [https://www.linkedin.com/company/evoke-wealth-management/] 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