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 bel ..read more

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 he ..read more

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 ..read more

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 indust ..read more

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 ..read more

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 compassio ..read more

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 ..read more

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 ..read more

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 ..read more

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 ..read more