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 to learn more about their initiatives or donate to spread joy to children fighting cancer.

The Giving Movement Campaign: Invites listeners to donate and get involved with us at Evoke Wealth Management in the foundation’s mission.

• As part of my firm's mission at Evoke Wealth Management, we will match up to $1000 in total donations for listeners who wish to donate to the Jessie Rees Foundation. You can donate as little as $25, which is enough to send a Joy Jar to a child fighting cancer.
• Join us in our mission and donate today by texting NEGU140 to 71777
• Or visit the NEGU/EvokeWM campaign page

Thank you for tuning in and remember to Never Ever Give Up!

Kristoffer Fu

Guest Contact Information:

• Website - ⁠The Jessie Rees Foundation
• LinkedIn - Team NEGU

Host Contact Information

• LinkedIn - ⁠⁠Kristoffer Fu⁠⁠
• LinkedIn - ⁠⁠Evoke Wealth Management⁠⁠
• Instagram - ⁠⁠Wealth Movement with Kris⁠⁠
• Substack - ⁠⁠Wealthought Out⁠

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

Guest: Dr. Donna Marino, Expert on Leadership and Family Business Coaching

Host: Kristoffer Fu, CFP®, CEPA®, CPWA®, Wealth Advisor and Exit Planning Advisor

Episode Overview:

In this enlightening episode of Wealth Movement, I welcome Dr. Donna Marino, a seasoned psychologist and coach specializing in aiding family-owned businesses and entrepreneurs. In her book Unleash the Wise Leader In You!, Dr. Donna emphasizes the transformative power of leadership in both personal and professional spheres.

The discussion delves into the critical need for effective succession planning within family businesses to prevent conflict and ensure a smooth transition, highlighting the psychological aspects and potential identity crises associated with business handovers.

Key Topics Discussed:

1. The Importance of Leadership in Personal and Business Success:

- Dr. Donna discusses the first principle of her book, which focuses on claiming one's leadership role and the broad impact this can have.

2. Challenges in Family-Owned Businesses:

- Insights into the complexity of succession planning and the necessity of open communication to avoid familial disputes.

- Outside perspectives are important in overcoming stagnation and fostering business growth.

3. Psychological Impacts of Business Ownership and Transition:

- Exploring the identity shift business owners face during retirement and methods to mitigate associated anxiety and depression.

4. Wealth Beyond Money:

- A deeper conversation about defining wealth includes financial success, fulfillment, and quality family time.

5. Strategic Approaches to Leadership Within Business Dynamics:

- Dr. Donna's integration of psychology and coaching to challenge conventional thinking and enhance leadership capabilities.

- The concept of "courageous conflict" and its role in achieving positive outcomes in challenging business environments.

6. Personal Insights and Future Opportunities:

- Dr. Donna reflects on her family background and career evolution from therapy to coaching, underscoring the personal experiences shaping her professional methods.

Conclusion:

Kris and Dr. Donna wrap up the session with a mutual appreciation for the enriching dialogue. Listeners leave with a nuanced understanding of wealth, leadership, and the intricacies of family-owned businesses.

Dr. Donna encourages listeners to live purposefully, challenge negative beliefs around money, and prioritize psychological well-being alongside business success.

Listen and Engage:

Connect with Dr. Donna through her website and podcast Courageous Confict and discover more resources for mastering leadership and navigating family business complexities.

**Guest Contact Information:**

- LinkedIn: ⁠Dr. Donna

- Website - Dr. Donna

- Podcast - Courageous Conflict

**Host Contact Information**

- Kristoffer Fu

- LinkedIn - ⁠Kristoffer Fu⁠

- LinkedIn - ⁠Evoke Wealth Management⁠

- Instagram - ⁠Wealth Movement with Kris⁠

- Substack - ⁠Wealthought Out⁠

**Podcast Name:** Wealth Movement

**Episode Title:** Interview with Danielle Miura

**Episode Description:**

In this enlightening episode of Wealth Movement, host Kris talks with financial planner and caregiver advocate Danielle Miura about the unique financial challenges faced by family caregivers. Danielle, who founded Spark Financial, shares personal insights from her own experiences as a caregiver, shedding light on the often-overlooked emotional and financial strain caregivers endure. The duo delve into the necessity of self-care for caregivers, the importance of having early and uncomfortable conversations about end-of-life planning, and the valuable role financial planners can play in supporting caregivers.

Listeners will gain a deeper understanding of the unexpected journey of caregiving, its impacts on careers, and the available support systems. Danielle also highlights the need for a wider distribution of caregiving tasks among family members and more comprehensive government support for caregivers. Wrap up the episode with Danielle's reflections on how meeting and collaborating with fellow financial planners has enriched her perspective and advocacy efforts.

This episode is a must-listen for anyone involved in caregiving, those who might be in the future, or financial professionals looking to offer better support to their clients navigating caregiving responsibilities.

**Key Points Discussed:**

- The physical, emotional, and financial toll of caregiving

- Effective financial planning for caregivers

- The significance of supportive communities and government aid for caregivers

- Recommendations for self-care and boundary setting in caregiving roles

- The critical role of financial advisors in addressing non-financial issues related to caregiving

**Guest Contact Information:**

- LinkedIn: Danielle Miura

- Twitter: @mi_u_l_a

- Instagram: Spark Financials

- Blogs on Family Caregiving

- Blogs for Financial Advisors

- Resource for Family Care Givers

**Host Contact Information**

- Kristoffer Fu

- LinkedIn - Kristoffer Fu

- LinkedIn - Evoke Wealth Management

- Instagram - Wealth Movement with Kris

- Substack - Wealthought Out

Join us in this deep dive to better understand the nexus between financial planning and caregiving on Wealth Movement.