The Wealth Movement

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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

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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 Confictand 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

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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.

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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 WebsiteHost

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.

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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 advice⁠With Gratitude and Appreciation,Kristoffer Fu

Episode ResourcesHanna 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

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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 adviceWith 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

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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 adviceWith Gratitude and Appreciation,Kristoffer FuEpisode 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.comImportant Show highlights:00:35 The Philosophy of Wealth Movement02:14 The Vision of Recon Financial Services02:32 Challenges for First-Time Home Buyers03:00 The Importance of Understanding Clients' Financial Goals11:15 The History and Mission of Recon Financial Services12:07 The Importance of Customer Service in Mortgage Lending22:22 The Challenges and Solutions in Today's Housing Market23:25 The Role of Financial Education in Homeownership38:44 The Importance of Being a Bulletproof Buyer43:15 The Impact of Market Conditions on First Time Home Buyers43:32 Predicting Future Business Trends in the Housing Market43:55 Preparing for Home Ownership: Steps and Strategies44:27 The Importance of Pre-Approval and Loan Options45:30 Understanding the Impact of Financial Decisions on Home Buying47:55 The Importance of Comfort Level in Home Buying49:00 The Role of Financial Planners and CPAs in Home Buying49:38 The Cost of Waiting: Analyzing Rent vs. Home Ownership56:29 The Future of the Housing Market and Personal Goals59:06 The Legacy of Helping Clients Achieve Home Ownership01:09:53 The Importance of Collaboration in the Industry01:14:48 Final Thoughts and Reflections

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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 ChildrenChris 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 ExpertsWe 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 ValuesChris 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

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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.- Why having a solid structure and process can greatly impact the value of your venture and give you more time for yourself and your family.
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:

Barry Bradham | Instagram
Kristoffer Fu | ⁠⁠Maven Bridge Capital⁠
Kristoffer Fu | ⁠⁠LinkedIn⁠⁠
Kristoffer Fu | ⁠⁠Instagram⁠⁠
Kristoffer Fu | ⁠⁠YouTube⁠⁠
Kristoffer Fu | email - hello@mavenbridgecapital.com

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

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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:

Why support networks like the Modern Widows Club are crucial for the well-being of widows
How widows can regain their sense of self and rebuild their lives after such a devastating loss
The practical steps widows can take to tackle financial challenges and develop a sense of security
Tips and strategies for cultivating courage, resilience, and financial independence

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:

Carolyn Moor | ⁠Twitter⁠
Carolyn Moor | ⁠LinkedIn⁠
Carolyn Moor | ⁠Carolynmoor.com
Modern Widows Club | ⁠MWC
Modern Widows Club | Modern Widows Club Movement
Kristoffer Fu | ⁠Maven Bridge Capital⁠
Kristoffer Fu | ⁠LinkedIn⁠
Kristoffer Fu | ⁠Instagram⁠
Kristoffer Fu | ⁠YouTube⁠
Kristoffer Fu | kris.fu@mavenbridgecapital.com

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

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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 money issues couples face today and offers practical solutions to improve your financial situation and bring harmony to your relationship.

We'll dive into essential factors when it comes to understanding our relationship with money and how we can turn that understanding into fuel to make more intelligent and wiser financial decisions.

In this Interview you will learn:

The immense impact of financial problems in a marriage.
Tactics to address overspending, and living beyond your means.
The dangers of hidden financial problems, such as secret debt or undisclosed bank accounts.
Practical advice from Ashley on navigating money conversations with your spouse.
Tips to get on the same financial page and work together towards shared goals.

It's crucial to address financial challenges and come together as a team, rather than letting money issues drive a wedge in your relationship. I hope this episode of The Witty Wallet sheds light on the importance of financial transparency, shared goals, and open conversations in a healthy, wealthy marriage.

With Gratitude and Appreciation,

Kris Fu

Episode Resource Links:

Ashley Quamme | Twitter
Ashley Quamme | LinkedIn
Ashley Quamme | The Wealth Marriage
Ashley Quamme | Beyond the Plan
Ashley Quamme | ashley@beyondthefp.com
Kristoffer Fu | Maven Bridge Capital
Kristoffer Fu | LinkedIn
Kristoffer Fu | Instagram
Kristoffer Fu | YouTube
Kristoffer Fu | kris.fu@mavenbridgecapital.com

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

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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'll dive into the important factors when it comes to achieving financial security and explore how to shift from having a "lack-mindset" into an "abundance-mindset" so you can live a more abundant life.

In this interview, you'll learn:

some of the challenges women face when dealing with finances and some of the tools and resources available to take control of your money.
Having the right mindset is essential for achieving financial success and living a life of abundance.
Shifting from a scarcity mindset to an abundance mindset can create positive changes in your financial situation.
Developing self-awareness and adopting practical financial strategies can significantly improve financial security.

Sarah's story serves as a testament to why having the right mindset and outlook on life is so critical in creating a life of abundance and a life you truly want to live and why women need to get more comfortable with money.

With Gratitude and Appreciation,

Kris Fu

Episode Resource Links:

Sarah Edens | Instagram
Sarah Edens | Website
Sarah Edens | YouTube

Want to get a Complimentary Financial Health Check-up? Take our 7-minute assessment to find out where you stand today with Kris Fu https://www.mavenbridgecapital.com/financial-health-assessment

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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 planning that's often overlooked. By understanding how to make the most of your Social Security benefits, you'll be better equipped to ensure a comfortable and secure retirement.

But we're not stopping there! We'll also be discussing the concept of Legacy and how it plays a significant role in your retirement planning. Securing your financial future extends beyond saving and investing for yourself – it means considering your family and loved ones too.

To help illustrate these concepts, we'll be sharing a case studythat demonstrates everything we discussed in all three episodes. This practical example will help you see the benefits and potential pitfalls, giving you a better understanding of how these strategies can be applied in your own retirement planning journey.

To see the full case study on YouTube please visit the following link to the Maven Bridge Capital YouTube Page

Don't miss this opportunity to elevate your retirement game with The Witty Wallet podcast! Please like, subscribe, and share this episode to help spread the word about financial literacy and retirement planning.

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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 terms of cash flow needs. Additionally, we explore the concept of adopting a flexible spending plan for your discretionary expenses by taking more out of your portfolio in an up market and less in a down market.

Uncontrollable factors in retirement
Loss aversion bias
Sequence of return risks
Importance of cash flow planning
Adopting a flexible spending plan
Uncontrollable factors in retirement
- Inflation risk
- Longevity risk
- Market risk
- Healthcare costs
- Portfolio shock risks
Loss aversion bias and sequence of return risk
Role of these factors during the decumulation phase of retirement
The impact on your retirement savings and spending strategy
Importance of cash flow planning
Ensuring your income needs are met during retirement
Creating a sustainable withdrawal strategy
Adopting a flexible spending plan
Balancing discretionary expenses
Modifying spending during up and down markets

Have question about something I covered? Schedule a coffee chat here with me to learn more.

Take our FREE financial health assessment heretoday.

Tune in next week for the final episode of this series. Don't forget to subscribe to The Witty Wallet Podcast to never miss an episode!

If you enjoyed this episode, please leave a review on iTunes, Spotify, or your favorite podcast app. Your reviews help us reach more listeners who are interested in improving their financial future.

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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 comfortable retirement.

Thinking of Your Financial Life as if It Were a Business
Treat your personal finances like a business would manage its cash flow
Understand both the accumulation and decumulation phases of your financial life
Focus on Your Cash Flow Needs, Not Just Building Your Nest Egg
Importance of understanding your retirement expenses
Scaling down from your current lifestyle or maintaining it
Examples of intelligent decisions to make now

Remember to subscribe and join the conversation on our social media channels! If you'd like to learn more about our financial services and get a free Financial Health Assessment, visit www.mavenbridgecapital.com. Stay engaged, informed, and stay tuned for our next episode on The Witty Wallet.

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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 concept of the widow's tax penalty How this tax can affect the survivor's Social Security benefits How the widow's tax penalty can increase your taxes: The role of tax brackets and tax rates on the widow's tax penalty Understanding the real-life implications of increased taxes Medicare premiums affected by the widow's tax penalty: Discovering how Medicare premiums can be impacted Ways to minimize the effect on your healthcare costs Strategies for proper preparation: Planning with the widow's tax penalty in mind Addressing life insurance’s role in preparing for these potential tax challenges Tips on maintaining your financial stability and planning for the futureLinks and Resources Mentioned: Kristoffer Fu Maven Bridge Capital Free Financial Plan - Financial Health AssessmentCall-to-Action: We hope this episode has shed light on the often-overlooked widow's tax penalty. Remember to subscribe and join the conversation on our social media channels! If you'd like to learn more about our financial services and get a free Financial Health Assessment, visit www.mavenbridgecapital.com. Stay engaged, informed, and stay tuned for our next episode on The Witty Wallet.

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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 the credit card debt trap, build personal wealth, and unleash the dream life I always wanted. So buckle up, grab a pen and paper, and let's get started!

The Power of Financial Goals
Achieving financial freedom
Reducing stress and improving decision-making
The Consequences of Not Having Financial Goals
Debt pile-up
Poor decision-making
The impact on personal fulfillment and other life areas
Tools and Tips for Setting Financial Goals
SMART goals (Significant, Memorable, Aspirational, Rewarding, and Timely)
Using a planner for goal-setting

For more financial resources and education, visit us at Maven Bridge Capital.

In today's episode, we journeyed through the incredible impact that setting financial goals can have on your life. By taking control of your financial future, you can escape the credit card debt trap, achieve financial freedom, reduce stress, and truly unleash the dream life you've always wanted.

As we wrap up, I want to leave you with a thought-provoking question to reflect on: what are you doing today to set yourself and your loved ones up for financial success? Remember, your future is in your hands - it's time to make your dreams a reality!

If you found this episode helpful, please subscribe and share it with others. We're here to help you master your money, and we'll catch you in the next episode!

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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 you through the winding world of personal finance! In this episode, we have the pleasure of being joined by our speaker, Kristoffer Fu, the Founder of Maven Bridge Capital and advocate for financial literacy.

Kristoffer is here to debunk one of the most widespread misconceptions in the financial sphere: the belief that investment and financial advice are one and the same. Tune in as we go into the significant differences between these two forms of advice and how they can impact your financial decisions.

In this fascinating discussion, you will learn:

Why investment advice focuses exclusively on growing your wealth through stocks, bonds, and other securities, while financial advice encompasses a broader range of financial planning elements.
The critical importance of laying a solid financial foundation - like having a budget, eliminating credit card debt, and establishing an emergency fund - before diving headfirst into the world of investments.
How understanding the intricacies of both investment and financial advice can set you up for long-term financial success.

Don't miss out on this eye-opening conversation that will shift your perspective on personal finance! To stay up-to-date with our latest episodes and financial insights, subscribe to the Witty Wallet Podcast on your favorite podcast platform. Remember, your financial future starts with a single step, so take this opportunity to join us in making wealth-building accessible and enjoyable!

Kristoffer Fu - LinkedIn

Maven Bridge Capital - Visit Us

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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 affect family wealth? Discover why 70-90% of family wealth can erode over generations and what steps you can take towards reversing such sobering statistics while still building lasting joy in our lives - tune in to this episode now!

Helpful Resources

Are you concerned about your legacy? Check out my article "3 Reasons Why Boomer parents and their Millennial children need to get on the same page."

CNBC article - 85 year Harvard study - the Number 1 thing that makes us happy in life

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.

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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 financial well-being. In this episode of the Witty Wallet, I talk about some things you need to consider when planning for your golden years. I also talk about the potential changes to Social Security in the next decade that can impact your retirement and what you can do to protect your heirs from probate.

Helpful Resources

Want to be more prepared for retirement? Check out my article "The Five Myths about Retirement planning that will surprise you."

Barron's Article - Most people can't answer this one life-and-death question.

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

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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

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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

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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.

EPISODE RESOURCES

KRISTOFFER FU - LINKEDIN

MAVEN BRIDGE CAPITAL - LINKEDIN

MAVEN BRIDGE CAPITAL - FACEBOOK

MAVEN BRIDGE CAPITAL - INSTAGRAM

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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

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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

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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

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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)

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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)

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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)

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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)

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On this episode of Succetion, you get to meet Colin Nguyen, owner of The Colin Group. As a top real estate agent in Washington state, Colin has a focus on helping his clients build generational wealth through real estate. Hear his take on how he see the current real estate market going in the future as well as tips if your trying to buy your first home, second home or investment property. Hear how he became a board member for the University of Washington as well as how he was invited to speak in front of Bill Gates and Jeff Bezos. I enjoyed learning how he writes a 10 year letter to himself to help him focus on his long term goals. If you enjoy this episode please leave a comment and subscribe. Thank you for tuning in to Succetion where our goal is to pay success forward. Thank you for listening. Please visit our website to learn more about Maven Bridge Capital and our services https://my.captivate.fm/Mavenbridgecapital.com (mavenbridgecapital.com) Episode Resources The Colin Group I https://colinnguyen.johnlscott.com/ (Website) The Colin Group I https://www.facebook.com/search/top/?q=the%20colin%20group (Facebook) The Colin Group I https://www.instagram.com/thecolingroup/ (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)

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On this episode of Succetion, you get to meet Mercedes Ramos. A dear friend of mine who turned a hobby into a successful thriving business. Mercedes is the proud owner of Benzobrows, which is a boutique business that focuses on microblading, tattoo removals and areola repairs. With no prior experience or industry mentors to guide her, Mercedes had to build her company completely from the ground up. In our conversation, Mercedes shares how she got to where she is at today, her future goals as well as some of the things she does to keep her success growing. 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 mavenbridgecapital.com Episode Resources Benzobrows website I https://Benzobrows.com (Benzobrows) Benzobrows Instagram I https://www.instagram.com/benzobrows/ (@benzobrows) Benzobrows Facebook I https://www.facebook.com/BenzoBrows (benzobrows) Benzobrows Yelp I https://yelp.to/FhZeAIyOFob (benzobrows) 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)

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On this first episode of Succetion, you get to learn a little bit about me, Kristoffer Fu, what I do and my purpose for creating Succetion. As a wealth manager and the Founder of Maven Bridge Capital, a private wealth management firm, I have the privilege of connecting with successful business owners, entrepreneurs, company leaders and other successful individuals and provide them financial advice and guidance. In return, I am always fortunate to learn something from them by listening to their unique story. In this episode I share how I struggled financially as a young adult, the mistakes I made and the difficulties I had to overcome which eventually lead me down my path to becoming a financial advisor, now helping other people reach financial freedom for the last 15 years. Hear how I almost decided to leave the industry entirely not too long ago, only to realize that this was my true calling and I was meant to take the biggest risk of my life and start my own wealth management company. I hope you enjoy this first 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 mavenbridgecapital.com Episode Resources 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)

The Wealth Movement: Recent Episodes

Kristoffer Fu