The Wealth Movement

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...

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...

**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 caregi...

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...

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 pra...

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...

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, M...

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 betw...

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 l...

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...

Are you struggling with financial disagreements in your marriage? Feeling like the family CFO, with little help from your spouse? You're not alone. In this episode of The Witty Wallet, I have the privilege of sitting with Ashley Quamme, LMFT, FBS®, CFT-I™, a licensed marriage and financial therapist and the Founder of the Wealthy Marriage. Ashley shares her valuable insights on the critical mo...

Are you tired of constantly worrying about your finances and want to make a change for the better? Taking control of our finances is a struggle that many people face today. In this episode of The Witty Wallet, I sit down with Sarah Edens, the Founder of Sarah Edens Financial, to discuss the crucial role that mindset plays in achieving financial success and cultivating a life of abundance. We'l...

Welcome to the third episode of The Witty Wallet, where we empower you with the knowledge you need to achieve financial literacy and confidently plan for your retirement. Today, we're continuing our exploration of the million-dollar question: How much do you need to retire comfortably? In this episode, we're going to delve into Social Security Maximization , a crucial aspect of retirement...

The Witty Wallet Podcast Episode Title: How much do I need to retire comfortably - Part 2 Episode Description: The discussion continues in this second episode of this 3-part series! As a financial advisor, I get asked an important question all the time: "How much do I need to retire comfortably?". In this episode, we focus on why you need to plan for your retirement and think of it in te...

EPISODE OVERVIEW - Welcome back to The Witty Wallet, your go-to podcast for navigating life's financial twists and turns. Today, we will explore one of the most common questions people ask: "How much do I need to retire comfortably?" We'll analyze different factors determining this seemingly elusive 'magic number' and share some practical tips on planning for a comfortabl...

Episode Overview: Have you ever considered the financial challenges many people face after losing a spouse, particularly the widow's tax penalty? Join me, Kristoffer Fu for a deep dive into this critical and often-overlooked topic, as we explore what it means and how it can impact your family's financial future. Key Topics: The impact of a spouse's loss on Social Security benefits: Explaining the...

Welcome to another episode of The Witty Wallet ! I'm your host, Kristoffer Fu, and today we've got a powerful and personal story to share. In this episode, we will dive into the importance of setting financial goals and how having a clear vision for your financial future can revolutionize your life. I'll share my struggles with debt at a young age and how goal-setting helped me escape...

Witty Wallet Podcast: Episode #5 - Investment Advice and Financial Advice are NOT the Same Thing Featuring Speaker: Kristoffer Fu Episode Duration: 28 minutes Not all advice is created equal - Learn the critical distinction between investment advice and financial advice that could make a difference for your financial well-being. Welcome to a new episode of the Witty Wallet Podcast , where we guide...

Where does happiness come from? This episode of the Witty Wallet examines the results of a prolonged 85-year Harvard study that suggests happiness is derived, not from money or career success, but from having strong positive relationships. Why is practicing social fitness important especially for those who come into overnight wealth? How can our relationships with our parents or our children affec...

You will probably live longer than you think. This is excellent news, but it also means that you must start planning for retirement sooner than you may have thought. In a recent article in Barrons titled "most people can't answer this one life-and-death question," people are underestimating how long they will potentially live, which is a significant risk to their overall retirement plan and financ...

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!   He...

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...

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 a...

**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 d...

**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 w...