Tag: Growth

From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

Mental health struggles can often be overshadowed by the glitz of financial accomplishments. 

It’s time to bridge the gap between professional achievement and emotional well-being!

In an effort to destigmatize mental health challenges, Brent Mekosh sits down with Mark Fujiwara, Director at Baird Private Wealth Management, who courageously shares his personal battles with depression and anxiety. This episode offers listeners a unique perspective on the intersection of mental health and financial success, promoting open dialogue around mental well-being.

Mark discusses:

  • The power of vulnerability
  • The 100-day challenge of moving out of your comfort zone
  • Common pressures faced by high achievers and entrepreneurs
  • An effective visualization exercise that helped him battle panic attacks
  • His upcoming movie “Big Stages” where aspiring public speakers go on a journey of deep transformation
  • And more!

Resources:

Connect with Mark Fujiwara:

Connect with Brent Mekosh:

About Our Guest:

In addition to being a Certified Portfolio Manager® and Director at Baird Private Wealth Management, Mark is a strategic investor in over a dozen high-character and high-alignment companies. He is an international speaker, recently speaking on the Private Wealth Reset at Oxford Union in England. He is the executive producer and a featured speaker in the award-winning documentary Big Stages.

Mark is also a dedicated supporter of the American Foundation for Suicide Prevention, the National Alliance on Mental Health, and To Write Love on Her Arms. Mark is a life-long student of optimizing his longevity, mental health, and fitness. He enjoys running marathons and is currently training for the World Senior Games track and field 200-meter sprint. His most recent charity is called The Ikigai Court, which supports the mental well-being of entrepreneurs by providing a safe space to speak openly about their mental health.

Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12)

Life insurance policies can provide peace of mind and monetary benefits to individuals and their beneficiaries.

In this episode, Brent Mekosh is joined by the Vice President of Highland Capital Brokerage, Steven Moore, to unveil all things life insurance. Steven recounts the variety of reasons someone would buy life insurance, its use as a death benefit and cash accumulation, and how to divert a portion of your life insurance policy towards long-term care.

Steven discusses:

  • The difference between maximizing death benefits and maximizing cash accumulation
  • The impact of the emerging market crisis on life insurance growth
  • Life insurance protection when facing lawsuits
  • How to contribute a portion of death benefits toward retirement planning
  • And more!

Connect with Steven Moore:

Connect with Brent Mekosh:

About our Guest:

Steven J. Moore, CLU®, serves as a Vice President for Highland Capital Brokerage.

Steve joined Highland in February 2008. He is responsible for assisting financial advisors in meeting the wealth management needs of their trusted clients, and he focuses on insurance-based strategies.

With 25 years of experience, Steve has extensive knowledge of the companies, products, and sales techniques available within the life insurance industry. Before joining Highland, Steve was a Regional Estate Planning Consultant with Morgan Stanley. His planning expertise Includes estate and charitable strategies.

Steve graduated from The University of Washington and is a Chartered Life Underwriter®. He holds the following FINRA licenses: Series 7 (General Securities Representative) Series 63 (Uniform Securities Agent State Law Examination).