SMART MONEY. SIMPLIFIED.: Recent Episodes
Brent Mekosh
Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
The financial industry is transforming at breakneck speed—are you ready for what’s next?
Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients.
Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.
Key Highlights:
- How AI is revolutionizing the financial services industry — and what it means for your business
- Practical ways to use AI to enhance client relationships and maximize efficiency
- Why organic growth still matters more than acquisitions in the financial industry
- Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
- The importance of balancing work and family while building a client-centered business
- Actionable strategies to prepare your firm for the future of finance
- And more!
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
Leadership isn’t just about giving orders. It’s about inspiring, guiding, and sometimes, learning from everyone around you.
Are you ready to elevate your leadership game and drive your team to new heights?
This week on Smart. Money. Simplified, Brent Mekosh welcomes Matthew Mitchell, the winningest coach in the history of the University of Kentucky Women’s Basketball Program. Matthew shares his incredible journey from high school coaching to becoming a top college coach, his principles of leadership, and how he applies these lessons to the corporate world today.
Episode talking points include:
- His transition from high school to college coaching
- What role did the ‘winning tools’ – honesty, hard work, and discipline – play in the team’s development and success
- How was a bottom-ranked team transformed into champions through process-driven leadership
- What challenges arose when transitioning from sports coaching to corporate leadership consulting
- And more!
Resources:
- “Winning Tools: 3 Leadership Principles That Build Purpose, Respect & Success” by Matthew Mitchell
Connect with Matthew Mitchell:
- LinkedIn: Matthew Mitchell
- coachmatthewmitchell.com
- hello@thewinningtools.com
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Matthew Mitchell is a Wall Street Journal best-selling author, speaker, three-time SEC Coach of the Year, and the winningest head coach in the history of the University of Kentucky women’s basketball program. The foundation for his teams’ achievements is the Winning Tools principles – honesty, hard work, and discipline. Through Mitchell’s focus on the fundamentals, he led the program to new heights―seven 25-plus winning seasons and the UK’s first SEC Championship in 30 years. Mitchell now leads the Winning Tools leadership platform, sharing the proven value of these principles with executive teams across the country.
AI has exploded into our lives, moving from theoretical to practical applications in record time.
Remember the days when Siri was clunky and unreliable? Now, AI tools like ChatGPT are seamlessly integrated into our workflows, offering unprecedented capabilities.
This week on Smart. Money. Simplified, Brent Mekosh dives into the world of artificial intelligence with serial entrepreneur Ravi Koka, founder and CEO of Stocksnips. Together, they explore the seismic shifts AI is causing in finance and beyond, including its role in revolutionizing investment strategies and market behaviors.
Talking points include:
- The history and resurgence of AI and the exponential growth in computing power
- The practical applications of AI in natural language processing and investment strategies
- The creation and success of the Stocksnips ETF and its reliance on AI-generated investor sentiment
- The potential risks and ethical considerations surrounding AI technologies
- And more!
Connect with Ravi Koka:
- LinkedIn: Ravi Koka
- Stocksnips
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Over the last 20 years, Ravi Koka has focused his research on simplifying the building and maintenance of enterprise applications. During this time, he played a key role in leading the research and development of various tools and methods for the incremental transformation of legacy systems. More recently, Ravi has led research on implementing Service-Oriented Business Applications and collaborated with several large Fortune 1000 enterprises to implement applications at significantly lower costs than traditional methods. His current research areas include digital transformation, microservices design, and AI applications.
Did you know that over 70% of business succession efforts fail, and even successful entrepreneurs often regret their decisions a year later?
This week on Smart. Money. Simplified, Brent Mekosh sits down with Geoff Eliason from SDR Ventures to delve into the critical aspects of business succession planning, the importance of having a coordinated team, and how to prepare for a successful exit strategy.
Geoff’s extensive experience in investment banking and understanding of the entrepreneurial landscape provide invaluable insights into preparing business owners for the most significant financial decisions of their lives.
Episode talking points include:
- The importance of a holistic succession plan for business owners
- Key reasons behind the regret and dissatisfaction post-business sale
- The role of financial advisors in successful business transitions
- How to assemble a supportive team for a seamless succession process
- And more!
Connect with Geoff Eliason:
- LinkedIn: Geoff Eliason
- geliason@sdrventures.com
- SDR Ventures
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Geoff Eliason joined the SDR Ventures team in 2021. In his role as Principal, Geoff brings 16 years of industry experience to the organization and its clients. His primary responsibilities are building and sustaining operational efficiencies across the firm and maximizing the client service model. Geoff is dedicated to providing strategic solutions specific to the complexities of the M&A process. Embracing SDR Ventures’ firm-wide commitment to serving its clients, Geoff channels his years of experience and strategic relationships towards enhancing business valuations and providing thought leadership to the entrepreneurial community. Geoff holds his Series 79, 24, and 63 securities licenses and serves as SDR Capital Markets Chief Compliance Officer. Geoff is passionate about teamwork, given his commitment to both education and athletics.
Are you part of the 70% of business owners who struggle with ensuring the long-term growth and sustainability of their company?
This week, Brent Mekosh and David Yap explore David’s transformative journey from almost becoming a Catholic priest to leading as the Vice President and Chief Revenue Officer at TRIUNE Health Group.
Tune in as David shares his 13-year stint in the seminary, his thoughts on true freedom and spirituality, and how these experiences shape his approach to business and life.
Talking points include:
- The challenges and revelations of embracing celibacy and spirituality
- The transition from religious life to thriving in the business world
- Insights into fostering a strong company culture and effective leadership
- The role of authentic living in achieving success and fulfillment
- And more!
Resources:
- “Uncollared: Your Heart Knows the Way, Re-Learn How to Listen to It” by David Yep
Connect with David Yep:
- LinkedIn: David Yep
- David Yep
- TRIUNE Health Group
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
David Yep earned an associate’s degree in classical humanities in Salamanca, Spain, completing his bachelor’s degree in philosophy and liberal arts from Regina Apostolorum in Rome, Italy. Living in Europe for 10 years, he became fluent in Spanish, Italian, and German. He completed his education with a Master’s in Business Administration from the Acton School of Business in Austin, Texas.
His determination to gain outside perspective from the family business and healthcare brought him to leadership roles in both the non-profit and manufacturing sectors, always tasked with and successfully executing company growth strategies. David rejoined TRIUNE with the task of continuing and accelerating their growth trajectory, assuming responsibility for all business development initiatives and the company’s financial success. In 2019, with his parents’ blessing, David led TRIUNE as Vice-President and Chief Revenue Officer.
Contrary to popular belief, the media isn’t just about news — it’s about shaping our entire worldview.
Are you ready to uncover the evolving landscape of journalism in these tumultuous times?
Brent Mekosh sits down with award-winning journalist Bill Tucker to delve into the intricacies of contemporary media, its accountability, and the profound impact of economic stories on our lives. Bill shares his views on the media’s role in holding power to account and the stark interactions between economic policy and societal well-being.
Bill discusses:
- The influence of media biases and the role of citizen journalism
- The dynamic shifts in political landscapes with new presidential candidates
- The shift from traditional media to digital platforms and its effect on news consumption
- The role of journalism in maintaining democratic values during contentious political times
- And more!
Connect with Bill Tucker:
- LinkedIn: Bill Tucker
- ProudMouth
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Bill’s media journey began in a small FM Radio station in Texas and is now a podcast producer at ProudMouth.
His experience is vast in the world of media including, a television news producer, (George Foster Peabody winner), a television news reporter (Emmy award winner and three-time nominee)
As a news executive, he co-led the team that built and launched television’s first digital network, CNNfn, blogged on energy for forbes.com, interviewed CEOs for the NASDAQ CEO Signature Series, and hosted radio shows on religion, faith, and business.
His experience does not end there. He has written for print media, served as executive producer and host for network shows, and created stories for social media posts that have garnered hundreds of thousands of views.
It’s ironic, but the place you go to for the latest news might be shaping reality more than you think.
What is ‘citizen journalism?’ How does it compare to mainstream media?
This week on Smart. Money. Simplified, Brent Mekosh dives into the trust crisis between mainstream media and citizen journalism with guest David Martin.
Tune in as they explore how the disparity between mainstream and citizen-driven media impacts our perception of reality and the role digital platforms like X (formerly Twitter) play in shaping the news landscape.
David discusses:
- The role of mainstream media versus citizen journalism in reporting major events
- Ways CNN and Fox approach digital media strategies
- Security failures during Trump’s assassination attempt
- Ways media bias impact the rise of alternative news sources
- And more!
Connect with David Martin:
- LinkedIn: David Martin
- X: David Martin
- Fantasy
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
David Martin, an Irish entrepreneur from Coolock, Dublin, founded Fantasy Interactive, a renowned human-based design agency. Fantasy is known for helping clients “think beyond the ordinary” by combining digital strategy and user experience design. The company boasts an impressive client list, including Facebook, HP, USA Today, and Twitter. In 2008, Fantasy was named one of Imagine Publishing’s 21 Most Inspiring Companies, alongside Apple, Virgin, and Pixar. Despite early academic and employment challenges, David’s innovation and leadership have impacted over 2 billion users worldwide. Based on the US West Coast, he enjoys substantial success and has formed notable friendships, including with Elon Musk.
Despite what many financial advisors overlook, recent market trends show that precious metals like gold and silver are far from being relics of the past.
Are precious metals the key to securing your financial future?
This week on Smart. Money. Simplified, Brent Mekosh dives deep into the often-overlooked world of precious metals with gold expert Pete Thomas. Together, they explore the historical significance and current relevance of gold and silver, especially in light of recent global economic trends.
Pete discusses:
- The historical role of gold and silver during major geopolitical events
- Recent trends and breakouts in the precious metals market
- The renewed status of gold as a tier-one reserve asset
- Central banks’ increasing appetite for gold and silver investments
- And more!
Connect with Pete Thomas:
- LinkedIn: Pete Thomas
- Ausecure
- Facebook: Ausecure
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Pete Thomas stands at the helm of Pete’s Picks, a curated selection of precious metal products recommended for their potential performance and safety. With a keen eye for market trends and a deep understanding of investment dynamics, Pete handpicks items that resonate with both the novice investor and the seasoned collector. His selections are not just products but a portfolio of opportunities, each reflecting his 50-year legacy of market expertise and a commitment to quality.
What do rising mortgage rates and low housing inventory mean for your largest investment?
How are rising mortgage rates reshaping the housing market today?
This week on Smart. Money. Simplified, Brent Mekosh sits down with Kim Harris, Real Estate Lending Manager at Colorado Credit Union, to discuss the current state of the mortgage market. From rising interest rates to housing affordability, Kim brings over two decades of experience to shed light on these critical issues.
So, listen in as Brent and Kim explore the differences between now and the 2008 financial crisis while navigating the federal and state policies impacting real estate and examining the role of credit unions in today’s lending environment.
Episode talking points include:
- Today’s market conditions compared to the 2008 financial crisis
- Insights on the current lending restrictions and mortgage rates
- Ways institutional investors impact housing affordability
- When might mortgage rates decrease, and its impact on housing prices
- And more!
Connect with Kim Harris:
- Colorado Credit Union
- (720) 981-2315
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
Are you ready to transform your health and optimize your performance in all aspects of life?
Brent Mekosh sits down with Blake Jones, a former nurse turned personal trainer, to discuss the importance of prioritizing health and wellness, even amidst life’s hectic schedules and stress.
Tune in as Blake unveils his personal journey from dealing with pre-diabetes at 10, battling the COVID-19 crisis in the ICU, to helping professionals and entrepreneurs achieve holistic health through personalized plans.
Talking points include:
- Blake’s journey from a pre-diabetic childhood to becoming a health advocate
- Challenges faced by healthcare workers during the COVID-19 pandemic
- The transition from nursing to personal training and holistic health coaching
- Practical advice on nutrition, exercise, and sustainable health practices
- And more!
Connect with Blake Jones:
- blake@elevatehealth.coach
- LinkedIn: Blake Jones
- Instagram: @blameiton_blake
- Elevate Health
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
As a registered nurse with a passion for promoting health and wellness, Blake Jones embarked on a unique journey that encompasses a diverse range of roles and responsibilities. Blake began a career in nursing while simultaneously pursuing personal training, combining a love for healthcare and fitness.
When the pandemic emerged, Blake answered the call to serve on the front lines and transitioned into the intensive care unit (ICU). This experience allowed Blake to directly impact the lives of critically ill patients, employing skills to provide exceptional care during challenging times.
However, Blake’s unwavering passion for health coaching and community outreach eventually guided Blake back to where the heart truly lies. Recognizing the importance of preventative care, education, and empowerment in promoting overall well-being, Blake refocused efforts on health coaching and community outreach initiatives, working diligently to empower individuals and communities to lead healthier lifestyles.
Are you curious about how technology is revolutionizing public safety and law enforcement?
In this milestone episode, Brent Mekosh welcomes Steve Seoane, Senior Vice President and General Manager of Oracle State and Local Government, to discuss the evolving landscape of public safety technology.
They explore the challenges experienced by law enforcement, the advancements made by Oracle, and the vision for a more efficient and effective public safety system.
Talking points include:
- Introduction to public safety challenges and the role of technology in addressing these issues
- Steve’s career journey from the Naval Academy to leading Oracle’s public safety solutions
- The implementation and benefits of real-time data and AI in law enforcement
- The future vision of public safety with drones, real-time situational awareness, and advanced command center
- And more!
Resources:
- Some Hard Truths About Law Enforcement with Deon Joseph
- Linkedin: Deon Joseph
Connect with Steve Seoane:
- LinkedIn: Steve Seoane
- Oracle
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Steve Seoane is senior vice president and general manager of Oracle’s State and Local business unit. He is responsible for leading a worldwide team in sales, services, product development, R&D, industry strategy, marketing, and support for mission-critical applications and services designed for local government.
Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth.
The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly.
Brent Mekosh walks you through their strategic move from the broker-dealer world to becoming a Registered Investment Advisor (RIA) in this week’s episode of Smart. Money. Simplified.
Listen in and discover the challenges, insights, and unexpected benefits of making such a significant shift in the financial advisory landscape, directly from someone who’s navigated the complexities firsthand.
Brent discusses:
- His transition from being a broker-dealer to a Registered Investment Advisor (RIA) and what is the reasoning behind it
- The value of merging teams for growth and expanded capabilities
- How do alternative investments diversify a portfolio beyond traditional stocks and bonds
- How his clients reacted to this business change
- The crucial aspects of client communication during these transition times
- And more!
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
Did you know that the principles of jiu-jitsu not only apply to martial arts but can also transform your approach to personal and financial growth?
Through discipline, continuous improvement, and strategic planning, the art of jiu-jitsu mirrors the pathway to achieving financial success.
This week on Smart. Money. Simplified, Brent Mekosh sits down with Adam Ideson, a seasoned jiu-jitsu practitioner and an entrepreneur shaping lives through martial arts.
Tune in and discover how the principles of jiu-jitsu extend into entrepreneurship, mental health, and character building, offering insights that resonate well beyond the dojo.
Brent and Adam discuss:
- The roots and philosophy of jiu-jitsu
- Ways jiu-jitsu differs from other martial arts
- How does jiu-jitsu empower individuals to develop self-confidence, discipline, and resilience
- Perseverance, strategy, and community-building: Lessons martial arts can offer to entrepreneurs
- How can martial arts education address and combat modern challenges like bullying
- And more!
Connect with Adam Ideson:
- LinkedIn: Adam Ideson
- Instagram: @graciejiujitsuphoenix
- Facebook: Gracie Jiu-Jitsu Phoenix
- Gracie Jiu-Jitsu Phoenix
- (480) 339-9019
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Adam Ideson has been practicing Gracie Jiu-Jitsu® since 2010. Since his first class, Adam has been captivated by the art. He has dedicated himself to the study of Gracie Jiu-Jitsu and sharing this art and lifestyle with others. Adam graduated from the Gracie Jiu-Jitsu Academy Instructor Certification program in 2013.
Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships.
However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy,
This week, Brent Mekosh is joined by Nate Lenz, the CEO of Concurrent, to explore the significant advantages this change can bring to your financial planning.
Brent and Nate delve into the intricate world of financial advising, particularly focusing on the transition from broker-dealer models to the RIA framework.
Episode talking points include:
- The fundamental differences between broker-dealer models and the RIA setup
- The enhanced opportunities for personalized financial planning and investment options in the RIA space
- The role of technology in revolutionizing client service and operational efficiency
- Strategies for business succession and growth in the evolving landscape of financial advisement
- And more!
Resources:
- “Canoeing the Mountains” by Tod Bolsinger
Connect with Nate Lenz:
- LinkedIn: Nate Lenz
- Concurrent Investment Advisors
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
With over a decade of experience in the financial industry, Nate Lenz is a prominent figure for advisors seeking to unlock their potential as entrepreneurs. Currently serving as the CEO and Co-Founder of Concurrent, an OSJ turned RIA valued at $7 billion, the company was honored as an InvestmentNews Best Place to Work in 2023. Nate and his team are dedicated to collaborating with advisors to facilitate the growth of their independent enterprises.
Many believe that quality wine and philanthropy are paths that rarely cross.
ONEHOPE Wine challenges this misconception head-on, proving that every sip can indeed contribute to a greater cause.
This week on Smart. Money. Simplified, Brent Mekosh is joined by Kristen Shroyer, Co-Founder and Chief Impact Officer at ONEHOPE Wine. Together they uncork the journey of turning a passion for wine into a powerful force for global change.
Tune in and explore Kristen’s entrepreneurial adventure in the wine industry, the challenges and breakthroughs of scaling a business, and how each bottle of wine sold contributes to meaningful causes worldwide.
Talking points include:
- The origins and mission of ONEHOPE Wine
- Overcoming industry challenges and the transition to an independent RIA space
- The importance of aligning business with philanthropy
- Insights into entrepreneurship and growing a purpose-driven brand
- And more!
Connect with Kristen Shroyer:
- LinkedIn: Kristen Shroyer
- ONEHOPE Wine
- Instagram: @onehope
Connect with Brent Mekosh:
- 602-255-0555
- LinkedIn: Brent Mekosh
- The Wealth Stewards
About Our Guest:
Kristen Shroyer is a highly accomplished and committed executive with over 16 years of extensive experience in the wine industry. As the Co-Founder of ONEHOPE Wine, Kristen has a proven track record in building and nurturing partnerships, empowering women through wine, leading marketing initiatives, and driving sales strategies. She is passionate about combining business growth with positive social impact, with over $10 million donated to over 40,000 nonprofits to date.
Kristen is skilled in leading diverse teams and managing national accounts. Dedicated to giving back to the community, she serves in various volunteer roles and has been recognized with numerous honors and awards for her contributions to the industry and community.
Have you ever wondered how one dream can transform into a revolutionary product, changing industries from sports to law enforcement?
This week on SMART MONEY. SIMPLIFIED, Brent Mekosh is joined by visionary inventor and entrepreneur Victor Mason, the CEO of PowerZone.
Their discussion unfurls around Victor’s journey from conceiving an idea inspired by a dream to bringing complex and innovative products to the market.
Tune in as they also reflect on the intersections of invention, entrepreneurship, and the broader financial landscape that supports or inhibits breakthroughs!
Episode talking points include:
- Victor’s transition from sound-based mini basketball backboards to wearable tech for sports injuries
- How has PowerZone’s tech evolved and what are its applications
- Insights into entrepreneurship and product development
- What’s the philosophical view on fostering and financing industry-redefining inventions
- And more!
Connect with Victor Mason:
- LinkedIn: Victor Mason
- vic@powerzonegroup.com
- Legendary Backboards
- PowerZone Tech
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Victor Mason is a creative entrepreneur who recognizes opportunities and develops successful businesses and products that bring enjoyment to life whether toys for kids or high-end luxury vehicles for adults. Victor is experienced in creating, engineering, and manufacturing original products and in developing sales in the domestic and international markets. He’s a well-established connector of people who brings value to others through his personal motivation and energy as well as by facilitating relationships among like-minded professionals.
How do changing financial landscapes impact global economies and individual investors? How can understanding economic trends lead to better-informed financial decisions?
Listen in as Brent Mekosh speaks with Brad Rutan, Managing Director and Market Strategist at MFS Investment Management. This week, Brad covers the intricacies of bond markets, interest rates, and inflation while unveiling the profound influence these factors have on economic landscapes and investment strategies.
Brent and Brad discuss:
- Ways central bank policies influence bond markets and economic stability
- The opportunities and challenges associated with different types of bond investments
- How can understanding economic trends enhance the effectiveness of financial decision-making
- The impact municipal bonds have upon local economies and investment strategies
- And more!
Connect with Brad Rutan:
- LinkedIn: Brad Rutan
- MFS
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Bradford T. Rutan, CFA, is an investment product specialist and managing director leading the retail fixed-income product effort on a global basis at MFS Investment Management. He works closely with the portfolio management teams and is responsible for communicating the investment philosophy, process, and positioning of MFS fixed-income investment strategies, as well as communicating investment perspectives to financial advisors, institutional clients, and MFS’ sales force and relationship managers.
Have you been considering a career change? Looking to turn your vision of entrepreneurship into a reality? Discover the considerations to take when transitioning to a new career path from someone who has already done it.
Listen in as Brent Mekosh and his guests Justin Breen, founder and CEO of BrEpic, and Sarah Breen, COO of BrEpic, share their backgrounds and how they transitioned from divergent fields to create a powerful network, BrEpic.
From Justin’s background in journalism and marketing to Sarah’s medical expertise, the couple’s journey is a testament to adaptability and fearlessness in pursuing new opportunities.
Justin and Sarah discuss:
- The importance of adaptability when navigating challenges and seizing opportunities
- How strong family ties and balanced dynamics can impact your professional endeavors
- Benefits of real human relationships regardless of physical proximity
- Traditional gender roles and financial dynamics within relationships
- And more!
Resources:
- Books by Justin Breen
Connect with Justin and Sarah Breen:
- LinkedIn: Justin Breen
- LinkedIn: Sarah Breen
- BrEpic Network
- 602-255-0555
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guests:Justin Breen is the Founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses around the world. He’s built an international network of extraordinary people because he strongly believes in the power of introductions and the importance of creating relationships through networking.
Justin is the author of Epic Business and Epic Life. He enjoys running, fishing, and watching baseball with his two sons and his wife, Sarah.
Dr. Sarah Breen is a board-certified pediatrician who’s been practicing general pediatrics in the north suburbs of Chicago since 2011. After being fully immersed in the entrepreneur world by her husband (co-founder, Justin Breen), Sarah fell in love with BrEpic Network and became its Chief Operating Officer in 2023.
Sarah enjoys spending time with her two sons, exercising her three doodles, and traveling the world with her husband, Justin.
Are you financially and emotionally prepared for life after selling your business?
What strategies can you implement to design a life that aligns with your values and aspirations beyond business success?
This week on SMART MONEY. SIMPLIFIED, Brent Mekosh speaks with Jerome Myers, America’s Leading Exit Authority and founder of Exodus, The Myers Development Group, and Dream Catchers.
Jerome recounts his transition from corporate life to a period of deep self-reflection and the subsequent discovery of a meaningful path forward as he advises those exiting their own business.
Listen in as Jerome underscores the significance of nurturing love, maintaining faith, and intentionally crafting a life of fulfillment beyond the business realm.
Brent and Jerome discuss:
- The psychological challenges of successful business owners after an exit
- How does one transition from being a business owner to a newly exited operator
- Jerome’s personal experience with exiting a business and the journey to finding a purposeful life afterward
- The value of finding a greater purpose and positively impacting others after exiting a business
- And more!
Resources:
- Dreamcatchers Hosted by Jerome Myers
- Books by Jerome Myers
Connect with Jerome Myers:
- TheExitParadox.com
- JeromeMyers.co
- LinkedIn: Jerome Myers
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Jerome Myers is a developer of people and places. He is the founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group.
Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real.
Since leaving corporate America after building a 20MM division at a Fortune 550 company, J has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.
What is good leadership?
Do you have someone in your company whom you admire and believe embodies the qualities of a great leader?
Dive into all things leadership and trust across various sectors, including the military, government, and business areas, with Brent Mekosh, Geoff Hudson-Searle, and Lieutenant Colonel Oakland McCulloch.
Tune in as Oak recounts his observations of self-serving leaders during his military deployment while Geoff reveals the need for integrity and accountability in leadership.
Brent, Geoff, and Oak discuss:
- Reasons leadership, accountability, and trust are important in organizations
- What professions are experiencing a lack of leadership and trust
- The impact of social media on leadership
- How does the silent majority hold power, and why there’s a need for unity
- Steps to create a positive work environment and foster innovation
- And more!
Resources:
- “Your Leadership Legacy: Becoming the Leader You Were Meant to Be” by Lieutenant Colonel Oakland McCulloch
- Geoff Hudson-Searle – Books
- The Road to Rebuilding Institutional Trust: Lessons from the Frontline with Geoff Hudson-Searle, Douglas Lines, and Karen Jones (Ep. 54)
Connect with Geoff Hudson-Searle:
- LinkedIn: Geoff Hudson-Searle
Connect with Lieutenant Colonel Oakland McCulloch:
- LinkedIn: Oakland McCulloch
- OaklandMcCulloch.com
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Geoff Hudson-Searle:
Geoff Hudson-Searle is an independent non-executive director across regulation, technology, and internet security, a C-Suite executive on private and listed companies, and a serial business advisor for growth-phase tech companies.
With more than 30 years of experience in international business and management, he is the author of five books and lectures at business forums, conferences, and universities. He has been the focus of TEDx and RT Europe’s business documentaries across various thought leadership topics and his authorisms.
About Lieutenant Colonel Oakland McCulloch:
Retired Lieutenant Colonel Oakland McCulloch is the author of the 2021 release, “Your Leadership Legacy: Becoming the Leader You Were Meant to Be.”
Based on 40+ years of leadership in the U.S. Army and subsequent civilian positions, Oak highlights principles that will benefit today’s leaders and inspire the leaders of tomorrow.
What are the implications of a royal family member’s health crisis on public discourse and media coverage?
And when it comes to immigration, what are the challenges we face in creating compassionate and pragmatic policies?
What do all these news articles on challenging times mean for our personal and financial growth?
Consider how news stories such as King Charles’ diagnosis and immigration issues impact our view of the world with Brent Mekosh in this week’s episode of SMART MONEY. SIMPLIFIED.
Listen in as the conversation sheds light on Tony Robbins, a motivational speaker, his views on staying motivated and hungry for personal growth during periods of uncertainty such as 2020 with COVID-19, and the impact of reframing challenges as learning experiences for personal (and financial) growth.
Talking points include:
- How does news about the Royal Family relate to history and culture
- The current immigration landscape
- How does reframing challenges as learning experiences impact personal growth
- Why financial plans rely as much on overcoming challenges as it does on money
- And more!
Resources:
- Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69)
- Tony Robbins
- “The Fourth Turning: What the Cycles of History Tell Us About America’s Next Rendezvous with Destiny” by William Strauss and Neil Howe
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
What songs do you listen to that help you feel energized, excited, or loved?
Do you think music can heal the mind?
Join Brent Mekosh and his guest, Andrew Sossin, co-founder of Recovery Unplugged, as they discuss how music can positively impact personal well-being. Andrew unveils his transformative journey from the beats of the music industry to the heart of co-founding a revolutionary center where melodies become therapy for addiction and mental health.
Episode talking points include:
- Music’s unique approach to facilitate therapy for addiction and mental health issues
- Ways Recovery Unplugged overcame financial challenges and contentious partnerships to ensure its survival
- Andrew’s focus on ensuring the success of his business
- Why should employers and organizations reach out for support for their employees’ mental health and addiction issues
- And more!
Connect with Andrew Sossin:
- LinkedIn: Andrew Sossin
- Recovery Unplugged
- (855) 935-1841
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Over the past 20 years, it has been Andrew Sossin’s enduring pleasure to grow as a South Florida business leader and community advocate. His professional focus on financial services and business development has allowed him to establish multiple successful ventures in a wide array of fields, including addiction care, customer service, music management, and insurance.
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:
- American Foundation for Suicide Prevention
- Big Stages Movie
- “Man’s Search for Meaning” by Viktor E. Frankl
- What I Learned From 100 Days of Rejection: TED Talk by Jia Jiang
Connect with Mark Fujiwara:
- LinkedIn: Mark Fujiwara
- MarkFujiwara.com
- Baird Private Wealth Management
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
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.
Have you considered planning your health care the same way you plan your long-term financial care?
Setting up preventative measures and early testing could help avoid major health problems in the future.
This week, Brent Mekosh speaks with Lisa Brooking, CEO of Healthcode Medical, to explore the difference between sick care and health care. They highlight the importance of pinpointing the underlying reasons for health concerns and the role of technological advancements in early diagnosis.
Lisa discusses:
- What is functional medicine
- Healthcode Medical’s approach to providing personalized care
- The role of technology when it comes to disease detection and prevention
- Ways genetic makeup and environmental factors influence health decisions
- And more!
Connect with Lisa Brooking:
- LinkedIn: Lisa Brooking
- Healthcode Medical
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Lisa Brooking is a dynamic and engaging healthcare leader with a proven track record in both the private and public sectors, spanning tertiary acute, primary, and specialty care. Lisa holds a deep understanding of the healthcare sector rooted in a progressive career, starting as a critical care nurse. She is passionate about the provision of high-quality person-centered care and keeping our promise to patients. Through stakeholder engagement and tactful negotiation, Lisa crosses the finish lines. An independent thinker and transformational leader, Lisa leans into complex problems, offering innovative solutions while staying attuned to ROI & potential risks.
The entrepreneurial lifestyle can be thrilling, but it also brings unique challenges to a marriage.
Whether you’re an entrepreneur yourself or married to one, it can be a struggle to navigate the complex relationship dynamics that come with it.
In this episode, Brent Mekosh speaks with Rachel Lebowitz, a Professional EOS Implementer®️, speaker, and author who also describes herself as the wife of a driven entrepreneur and the mom of three entrepreneurs in the making.
Listen in as they explore the impact of entrepreneurship on marriage and family life, with practical advice for fostering a healthy balance.
Rachel discusses:
- The psychology of entrepreneurs and their spouses (WHY they behave the way they do)
- The significance of open communication between partners
- How to tackle barriers like narcissism, compulsivity, resentment, and jealousy
- Actionable steps for both spouses to manage stress and promote mutual growth
- An introduction to the Driven Spouse Forum
- And more!
Resources:
- Driven Spouse Forum
- “Traction: Get a Grip on Your Business” by Gino Wickman
- “Elon Musk” by Walter Isaacson
- “4 Ways to Create Support Systems to Help With Hardships” by Justin Breen
- “Driven: Understanding and Harnessing the Genetic Gifts Shared by Entrepreneurs, Navy SEALs, Pro Athletes, and Maybe YOU” by Dr. Douglas Brackmann
- “Relationship Math: The Sum of Healthy and Unhealthy Relationships” by Ross Rosenberg
- “The Human Magnet Syndrome: The Codependent Narcissist Trap” by Ross Rosenberg
- The Art of the Deep Yes: TEDx Talk by Justine Musk
- “Buy Back Your Time: Get Unstuck, Reclaim Your Freedom, and Build Your Empire” by Dan Martell
Connect with Rachel Lebowitz:
- EOS Worldwide
- LinkedIn: Rachel Lebowitz
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Rachel Lebowitz is a third-generation female entrepreneur. Since the age of 10, the school bus dropped her off every day at her parents’ school supplies store, where she helped out and punched a time card. By the age of 12, Rachel asked for a raise, and at 15, she convinced her parents to take their business on to Amazon and helped them build their website. But the most interesting part was observing the employees when the boss wasn’t around.
Fast forward to 2015, Rachel and her husband acquired a flexible packaging printing business. They were doing well, but inevitably, with the rapid growth, they hit the ceiling. In 2018, they discovered EOS and implemented it into our business. They have since grown their business from 17-30 million in revenue and from 30 – 100 employees. As a partner in business, Rachel got a unique vantage point into the day-to-day stress and struggles of running a company. Therefore, she is passionate about sharing those EOS tools they discovered to help businesses like yours get more peace of mind and your life back, like they did!
2023 has been a remarkably eventful year, marked by dynamic shifts in financial markets, economic events, and political developments. Join Brent Mekosh as he shares his insights into the key highlights of this period, including crucial conversations taking place among clients. What’s to come for 2024? Brent shares his outlook, too! Brent discusses: Recent trends …
Curious about how the government’s pandemic response impacted small businesses? What are the lasting impacts of the Federal Reserve’s market interventions and mounting debts? Join Brent Mekosh and his guest Carol Roth, a Recovering Investment Banker as well as an author and media figure, as they dive into the government’s response to the pandemic and …
You’ve heard about Bitcoin and cryptocurrency on the news and through social media. But what about its application in your financial portfolio? What role does it play in investments, both personally and worldwide? Explore the exciting world of Bitcoin and cryptocurrencies with Brent Mekosh and guest Natalie Brunell, the host of the Coin Stories Podcast. …
How could alternative therapies like ketamine shape the future of medical treatments, especially mental health care? The word psychedelics may have brought a different image to mind a few years ago, but what could it do for the future? This week on SMART MONEY. SIMPLIFIED, Brent Mekosh and Dr. Quinn Snyder, Chief Medical Officer at …
You only have one chance to make a good first impression on your clients. How can upping your personal style create a better image of yourself? In this episode, Brent Mekosh explores the importance of personal style and presentation in professional settings with Omor Okagbare, a personal stylist at Nordstrom’s Fashion Square in Scottsdale. Tune …
The approach you take when raising your children may vary based on their unique personalities and traits, but how can you be sure you’re raising them according to their needs? Let’s discover how Tyler Graham’s Burn Untamed framework is helping fathers find the answer. In this episode, Tyler joins Brent Mekosh to explore the challenges …
What are the financial implications of cognitive decline, such as Alzheimer’s and dementia? What proactive steps can you take to safeguard your longevity and cognitive well-being? Join Brent Mekosh and guest Bill McManus from Hartford Funds as they discuss the importance of maintaining good health and a positive outlook on aging. Brent and Bill emphasize …
How do developments between Africa and Russia influence global politics? What unseen forces drive these geopolitical tensions? How can cautious realism guide us through these intricate global politics and uncertainties? Find out in this week’s episode of SMART MONEY. SIMPLIFIED as Brent Mekosh interviews geopolitical risk practitioner, podcast host, and published author Semaj McDowell. Semaj …
Ever wondered how shale technology is reshaping oil production? Are you intrigued about the economic impact on oil companies? Get ready to explore this and more in this week’s episode of SMART MONEY. SIMPLIFIED with David Messler, an oil industry veteran with a 38-year career. This week, David covers the current state of the oil …
Even with all the advancements in technology and the knowledge we have gained, we still know little about near-death experiences and the afterlife. In this episode, Brent Mekosh is joined by Paul Perry, best-selling author and founder of Sakkara Productions, and Dr. Raymond Moody, renowned author, professor, public speaker, and creator of the term ‘near-death …
No matter how clean or nice a company or group looks from the outside, there could be something not-so-good happening on the inside. Whistleblowers looking to do what they think is right can face immense backlash, especially when it comes from someone with a higher authority. In this episode, Brent Mekosh is joined by Peter …
With trust declining in existing institutions, what can corporations do better? At the end of the day, it’s all about slowing down to speed up. Would you agree? In this episode, Brent Mekosh is joined by Geoff Hudson-Searle, Douglas Lines, and Karen Jones to talk about the lack of trust in institutions. Join in as …
With an unprecedented rise in cardiovascular diseases, Alzheimer’s, and diabetes, health and wellness are on everyone’s minds. What has led to the increase of these chronic diseases? How to change our lifestyle to improve our health? In this episode, Brent Mekosh is joined by Dr. Robert Lufkin, a physician and medical professor at UCLA and …
After 20 months of working with Brent Mekosh as his podcast host, Aric Johnson is passing the torch as he starts the next phase of his life with a not-so-new career path. In this episode, Brent speaks with Aric as he prepares to embark on the next phase of life. Brent and Aric reflect on …
While many people are focused on the cost of homes and residential real estate, many others are focused on commercial properties and office spaces. In this episode, Brent Mekosh is joined by Andrew Cheney from The Coppola Cheney Group at Lee & Associates to explore the ins and outs of commercial properties and how they …
What do ancient Rome, the 2008 financial crisis, and geopolitics all have in common? Want to know? In this episode, Brent Mekosh sits down with Daniel Hood, a multifaceted thought leader on civilizational cycles and geopolitics, to explore the cyclic nature of societies and their implications on today’s global landscape. This riveting interview brings together … Continue reading A Conversation on Civilizations and Civilizational Cycles with Daniel Hood (Ep. 50) →
With immigration constantly being a major topic and new strategies being rolled out, it can be confusing to try and understand everything that is happening. What are the regulations surrounding immigration, and how are the new strategies impacting potential immigrants? In this episode, Brent Mekosh speaks with Todd Bensman, renowned author, investigative journalist, and Texas-based … Continue reading Startling Border Revelations with Todd Bensman (Ep. 49) →
Transitioning from the Navy SEALs to a civilian can be physically and emotionally hard. For some, finding a passion can help bring them a sense of peace and create a path toward their next phase in life. In this episode, Brent Mekosh is joined by Mack Alexander, the founder and CEO of Macks Belts™ and … Continue reading A Navy SEALs Entrepreneurial Journey with Mack Alexander (Ep. 48) →
Organizing large events is already a task, but what about outdoor events? Have you thought about what it looks like to plan them out? From public versus private properties as well as uncontrollable factors such as weather, these are some of the items outdoor event planners need to be aware of when planning marathons, for … Continue reading Trailblazers: Jamil Coury’s Journey in Ultrarunning and Business (Ep. 47) →
Estate planning has changed over the years, from writing client information on paper and filing it to sending emails and having meetings online. Artificial intelligence (AI) is looking to take the next step in estate planning and change how the next generation will interact with their estate planners. In this episode, Brent Mekosh speaks with … Continue reading Revolutionizing Estate Planning: AI, Digital Assets, and Beyond with Rilus Dana (Ep. 46) →
A few years ago, investors wanted to make sure their investments were in companies focused on positive environmental, social, and governmental (ESG) efforts. Today, that term has become politically charged, causing investors to shift their views. In this episode, Brent Mekosh speaks with Matt Cole, the CEO and CIO of Strive, about ESG investing and … Continue reading Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45) →
Everyone has similar questions when it comes to the real estate market: “Should I buy?” “Should I sell?” In this episode, Brent Mekosh is joined by Andrew Beardsley from Silverleaf Realty. Andrew reveals how the real estate market has shifted over the past five years due to a change in homeowner needs. Andrew discusses: How … Continue reading Inside Arizona’s Property Market: A Conversation with Andrew Beardsley (Ep. 44) →
With tax season being over, you know how much your investments cost in terms of tax losses. Thankfully, there are ways to mitigate those losses next year. In this episode, Brent Mekosh speaks with Sirion Skulpone, the managing director at Goldman Sachs Asset Management. Sirion explains everything you need to know about direct indexing, tax … Continue reading Direct Indexing: The Next Big Thing in Investing? with Sirion Skulpone (Ep. 43) →
Changing careers after years of hard work can feel like walking away from what you have built.
But those experiences can help build a foundation for the next phase of your career.
In this episode, Brent Mekosh speaks with Ron Higgs, the founder and owner of Wolf Management Solutions, about his journey from being in the US Navy (as a naval flight officer, aerospace engineer, and technical program manager) to now being a business consultant.
Listen in as Ron uncovers the experiences he gained along the way and the strategies he uses to share them with CEOs and business owners.
Ron discusses:
- Why he joined the Naval Academy
- How his graduation transformed the next phase of his life
- The priorities of pilots and how they help maintain focus when experiencing fear or loss of control
- How he shifted away from flying planes to becoming a leadership and business consultant
- Valuable lessons he has learned from working in startup environments
- And more!
Resources:
- “The Winner’s Mindset”
Connect with Ron Higgs:
- LinkedIn: Ron Higgs
- Wolf Management Solutions
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Ron Higgs is a graduate of the United States Naval Academy and served in the US Navy as a Naval Flight Officer, Aerospace Engineer, and Technical Program Manager. There are four primary skills, along with many others, that were forged and refined while he served our country that he now uses to help business owners and CEOs seeking to scale their businesses:
- Leadership
- Management
- Teamwork
- Adaptability
As a veteran, engineer, business executive, and published author, Ron has more than 25 years of experience in leadership, operations, engineering management, and program management. He has worked in several industries and held leadership positions in startups, small companies, and large corporations.
You are only one part of your business and its growth.
Growth starts from the talent you acquire and your employee’s contributions to building and moving your business forward.
How to encourage growth within the workplace while balancing professional and personal lives inside and outside the office? Do you know?
In this episode, Mark Herbert from New Paradigms, LLC joins Brent Mekosh to talk about tangible leadership skills business leaders can start applying to take their workforce to the next level. Listen in as Mark covers the value of creating a company environment that promotes growth opportunities through effective management and a comprehensive leadership style.
Mark discusses:
- What’s an executive privilege, and how it impacts employee communication
- What you should know about the Management by Wandering Around (MBWA) leadership style
- The value of boundaries and balance between your employee’s personal and professional lives
- The importance of maintaining employee happiness and its role in creating a positive work environment
- His experience in blending cultures after a merger or acquisition without losing profit or talent
- And more!
Resources:
- Books by Mark Herbert
- “The Speed of Trust” by Stephen M.R. Covey
- “Why This Horse Won’t Drink” by Ken Matejka
- “Start with Why” by Simon Sinek
Connect with Mark Herbert:
- LinkedIn: Mark Herbert
- mark@newparadigmsllc.com
- New Paradigms, LLC
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Mark F. Herbert has over 30 years of combined corporate management and consulting experience in industries ranging from high technology and financial services to healthcare and ecotourism. His most recent corporate role was as Chief Operating/Relationship Officer for one of Oregon’s largest credit unions.
Mark is a Principal for New Paradigms, LLC, a management consultancy specializing in helping organizations effectively and successfully embrace change and engage their workforces.
Business owners, it’s no secret that you will exit your business eventually, whether you sell or pass it on.
So, how to ensure your company is at peak performance when you plan your exit?
In this episode, Brent Mekosh speaks with Jeffrey Feldberg, the co-founder of Deep Wealth. Jeffrey talks about optimizing your business value when building your exit plan and selling your business. Listen in as Jeffrey reveals how building a narrative outside of the standard evaluation can increase the value of your company and get you a nine-figure sale.
Jeffrey discusses:
- Deep Wealth’s nine steps to building a business roadmap
- The biggest pitfalls business owners encounter when looking to sell their business
- How understanding the buyer’s mindset creates effective seller strategies
- When (and why) to build your exit strategy
- The role of team well-being and financial freedom when it comes to planning your business exit
- And more!
Connect with Jeffrey Feldberg:
- LinkedIn: Jeffrey Feldberg
- jeffrey@deepwealth.com
- Deep Wealth
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Most business owners make the fatal mistake of believing the skills that built the business are the same ones to sell it. Jeffrey Feldberg shares from first-hand experience that the skills are entirely different. While running his eLearning company, Embanet, full-time, he dove into the crazy and wacky world of mergers and acquisitions. Jeffrey focused on business owners who either won big or lost big. He learned what to do and what not to do in the process. Countless hours and dollars went towards creating the 9-step roadmap of preparation. What was the result? He increased Embanet’s value 10X even though he had the same team and service.
Most electroencephalogram (EEG) machines require trained technicians and electrodes placed directly on the patients, usually with their heads shaved. The time it takes to prepare, do the test, and understand the results takes time away from the patient’s treatment.
But it doesn’t have to be like that anymore.
In this episode, Brent Mekosh speaks with Nate Hill, the territory manager at Ceribell, about the innovative EEG technology the firm focuses on and its future within the neurology industry. Nate reveals the problem with existing EEG machines and Ceribell’s approach to creating ease of use while considering the patient’s needs.
Nate talks about:
- Ways Ceribell focuses on making EEG widely accessible, more efficient, and more cost-effective to improve the patient’s diagnosis and treatment
- The problem with current neurological testing outside of banking and office hours
- From a medical standpoint and the patient’s experience: Ways the firm differentiates itself from existing EEG machines
- The lessons he learned from working in a startup company
- And more!
Resources:
- The Future of Cardiology: How Mobile Technology is Changing Healthcare with Chief Medical Officer Jay Shah from Aktiia (Ep. 38)
- “Sales EQ” by Jeb Blount
Connect with Nate Hill:
- LinkedIn: Nathan Hill
- Ceribell
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Nate Hill is a Territory Manager for Ceribell, covering Arizona, New Mexico, and West Texas. He has extensive sales experience in Technology and Healthcare.
How much do you know about the cardiology industry?
Have you thought about how many opportunities you need to transition away from your current position and grow within this or any other field?
In this episode, Jay Shah, the Chief Medical Officer at Aktiia, joins Brent Mekosh to unveil the medical aspects behind cardiology and the heart. Jay details the utilization of technology within the medical industry while highlighting his journey from a secure position to exploring growth opportunities at a startup.
Jay discusses:
- What made him get into the cardiology world
- Heart diseases as ‘silent killers’
- The importance of exploring new opportunities to grow professionally
- Using numbers and data points to monitor our health and daily choices
- Aktiia’s technological solution to track blood pressure patterns
- How his role at a startup differs from his title role
- The value of physician leadership within the healthcare industry
- And more!
Connect with Jay Shah:
- LinkedIn: Jay Shah
- Aktiia
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Jay Shah is a seasoned physician leader with over 15 years of progressive and diverse experiences in the medical field within academic, clinical, and teaching environments, as well as building medical businesses and service lines.
As the Chief Medical Officer of Aktiia, Jay is part of a transformative company empowering providers and patients to improve the diagnosis, monitoring, and treatment of hypertension. A condition that affects nearly 1 in 2 American adults and over 1 billion people around the world.
Whether it’s achieving new goals or pushing ourselves to the next level, John Burton believes that nothing comes easy and that it’s all about putting in the work and making a conscious effort every. single. day.
In this episode, Brent Mekosh talks to John Burton, a software project manager by day and an avid ultra runner by mid-afternoon whom he met during a 50-mile race in the Black Hills of South Dakota. Since then, John has run over 200-mile races and obtained several racing medals with persistence and love for the sport.
Listen in as John navigates his experience as an ultra runner while highlighting how he has been able to push himself every time he signs up for a race.
John discusses:
- The aftermath of when he pushed himself to the extreme and how he managed to recover
- The mindset that is needed when running any race over the length of a marathon
- An anecdote of how he met his now wife through their combined love for running
- Troubleshooting and problem-solving: Some of the skills running has taught him
- And more!
Resources:
- “The Barkley Marathons”
- “Born to Run” by Christopher McDougall
Connect with John Burton:
- Running John
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
John Burton is a software product manager by morning and an ultra runner by mid-afternoon.
After two years of lockdowns and an even longer period of uncertainty, 2023 is a time to build up the right mindset for your health.
In this episode, Brent Mekosh is joined by Amen Iseghohi, entrepreneur, public speaker, life coach, and published author. Together, they dive into the impact of the pandemic on children’s mental and physical well-being. Amen unpacks the techniques youth and adults need to know to have the correct mindset to re-engage with life and their goals.
Amen discusses:
- How he entered the self-care and life coaching industry
- His approach to working with children to improve their mental and physical health
- The importance of a social media audit and how to leverage its feeds for personal and mental wellness
- Strategies to set up the right mindset through past lessons
- And more!
Resources:
- “The Awakening of Intelligence” by J. Krishnamurti
Connect with Amen Iseghohi:
- LinkedIn: Amen Iseghohi
- Instagram: @meet_amen
- YouTube: Meet Amen
- Facebook: Meet Amen
- Meet Amen
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Amen Iseghohi is a revolutionary entrepreneur and influencer. His unique story is an inspiration to business people, educators, health enthusiasts, athletes, and philanthropists. He embodies a powerful reminder that highlights the importance of facing your fears and embracing your strengths. Amen serves clients across Montreal, Ottawa, Toronto, and Globally.
Over 65% of physicians have experienced burnout. The percentage for businesses, leaders, and their team is likely higher.
In this episode, Brent Mekosh speaks with Becky Wolfe, the founder of BW Consulting Solutions. Becky unveils the impact of burnout within the workforce while revealing how the pandemic has changed the way we think about mental health and how burnout relates to the current turnover rate in businesses.
Becky discusses:
- Why she changed careers to focus on mental health
- Strategies for business leaders to identify burnout and provide support
- Reasons mental health has become so important and its impact on business planning
- Proactive steps to addressing burnout and stopping it from growing
- Burnout from a family and work-from-home perspective
- And more!
Resources:
- “The Leadership Pulse” Podcast
Connect with Becky Wolfe:
- LinkedIn: Becky Wolfe
- Becky Wolfe: Leadership and Health Coach
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Becky Wolfe is a Leadership Development Specialist focusing on organizational change, specifically within teams experiencing burnout. She is a certified Coach/Consultant with GiANT Worldwide and has a background in healthcare.
Becky started her career as a Physician Assistant in 2006, initially working in the ER. She then transitioned to Cardiology, where she spent the bulk of her career. Becky started working with a health coaching company in 2020 and started her leadership development company later that year. Becky now is a full-time entrepreneur focusing on helping teams move forward from burnout.
At some point, we are all salespeople constantly looking to prove our ability to reinvent our wheel, depending on our industry.
So, how to change our mindset to celebrate every win?
In this episode, Brent Mekosh speaks with Ian Mills, the CEO and Founding Director of Transform Performance International. Ian unveils the psychology behind a successful salesperson, what you should know about influencing versus selling, and strategies to develop a successful mindset.
Ian discusses:
- The belief system that separates top performers from the rest
- Why your starting point doesn’t matter in your development toward success
- How introspection can increase self-esteem and increase the possibility of success
- How to build a repertoire of coping mechanisms and techniques to overcome obstacles
- And more!
Resources:
- “The Salesperson Secret Code” by Ian Mills
- Daniel Pink
- “Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones” by James Clear
Connect with Ian Mills:
- ian.mills@transformperformance.com
- LinkedIn: Ian Mills
- Transform Performance International
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Ian Mills is the CEO and Founding Director of Transform Performance International, a global advisory firm offering solutions to our client’s business performance challenges. This means helping them achieve more, more quickly, and with more certainty. His clients have included world-renowned brands such as Virgin Media, HP, and American Express.
Ian has also co-authored three books. ‘100 Big Ideas to Help You Succeed’ is designed to prompt readers to consider what to say, how to act, and challenge what they believe. ‘The Salesperson’s Secret Code’ has analyzed over 1,000 of the world’s top-performing salespeople to identify five core components that combine to form a belief system that distinguishes winners in sales and business. The most recent book is ‘The Leader’s Secret Code’ – based on global research, the findings share the belief systems that set top-performing leaders apart.
When Trump was in office, he introduced a policy that limited immigration to less than 10% of applicants. That policy will soon expire and allow many to enter the US by claiming asylum.
In this episode, Brent Mekosh is joined by Todd Bensman, renowned author, journalist, and Texas-based Senior National Security Fellow for the Center for Immigration Studies. Todd details his expertise in immigration and national security while explaining the ins and outs of Title 42 and how its expiration will change the way immigration works for those looking to enter the country.
Todd discusses:
- Biden’s approach to the current immigration policy
- What lessening the policy further could mean for the number of immigrants, both legitimate and illegitimate
- Ways immigration expansion impacts border patrol careers
- And more!
Resources:
- Books by Todd Bensman
Connect with Todd Bensman:
- LinkedIn: Todd Bensman
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Todd Bensman is a full-time Texas-based Senior National Security Fellow for the Center for Immigration Studies, a D.C.-based policy institute examining immigration, and he is the author of the forthcoming book, “ Overrun: How Joe Biden Unleashed the Greatest Border Crisis in U.S. History” (Post Hill Press/Bombardier Books coming February 2023) and “America’s Covert Border War” (Bombardier Books 2021).
He joined CIS following nine years in counterterrorism intelligence and, before that, a two-decade-long career as a journalist. He writes, speaks, and grants media interviews as an expert on immigration security and counterterrorism, about which he has testified before Congress.
There has been a lot of discussion over the past few years about digital assets and the way they continue to be an enigma to many people.
What are they? What can be expected from them in the future? These are some of the most common questions around this topic.
In this episode, Brent Mekosh interviews Michael Creadon, President of DeFi Devs, to talk about the most questioned concepts surrounding digital assets, such as blockchains and NFTs. Additionally, Michael explains what led the cryptocurrency exchange firm, FTX, to collapse.
Michael discusses:
- His background in the financial industry and how he got into technology and blockchain
- The definition of blockchain and how it keeps data organized as an audit trail
- Cryptocurrencies explained with a Chuck E. Cheese analogy
- NFTs and how this trend compares to the dot-com era
- Ways to store your digital assets and the risks involved
- The story behind FTX’s collapse
- His view on blockchain’s adoption to the economy in the coming years
- And more!
Connect with Michael Creadon:
- LinkedIn: Michael Creadon
- DeFi Devs
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Michael Creadon is President of Inveniam DeFi Devs, a fintech company sponsoring the development of the Accumulate network and protocol. Accumulate is an identity-based, high-performance blockchain that enables interoperability with other protocols and networks. He works closely with leading global exchanges and custodians to further expand the digitization of assets on the Inveniam platform.
Mike spent over 20 years in capital markets, serving as CEO of Traditum Group, a proprietary trading firm specializing in U.S. interest-rate trading and energy-market making. He is also an experienced journalist and has published articles in Bloomberg and Time Magazine. Today, Mike continues to blog regularly on LinkedIn and is widely followed on blockchain, bitcoin, and numerous other topics.
Having the best services or the best advisors won’t help a business that can’t explain its services to its clients.
So, how to share our services in a way that promotes client relationships?
In this episode, Brent Mekosh speaks with Lou Diamond, the founder, and CEO of Thrive LouD. Lou talks about how building connections requires clear communication, both in marketing and in one on one conversations. He also shares why he focuses on the communication aspect of businesses and its role when it comes to company growth and success.
Lou discusses:
- Why he built Thrive LouD and how he used his experience on Wall Street to help other advisors
- The link between communication and connections
- How communication is moving away from the virtual world and skills business owners need to focus on when returning to in-person meetings
- Success stories he has seen thanks to others building and implementing clear communication strategies
- And more!
Resources:
- “Master the Art of Connecting” by Lou Diamond
- “Speak Easy” by Lou Diamond
- The “Thrive LOUD with Lou Diamond” Podcast
- “Insight: The Surprising Truth About How Others See Us, How We See Ourselves, and Why the Answers Matter More Than We Think” by Tasha Eurich
Connect with Lou Diamond:
- LinkedIn: Lou Diamond
- Thrive LouD
Connect with Brent Mekosh:
- About Brent
- brent.mekosh@raymondjames.com
- 602-255-0555
- LinkedIn: Brent Mekosh
- MP Advisors, LLC
About Our Guest:
Lou Diamond is a dynamic speaker and master connector who has consulted, mentored, and presented to hundreds of companies the world over.
He is the CEO of THRIVE. A company focused on helping brands become even more amazing through the power of connecting.
When he isn’t speaking or working on his top-rated Thrive LOUD podcast, he is watching his kids grow up too fast, obsessing over how bad his sports teams are, listening to country music, and playing some ‘not-so-great’ golf.
If you or your organization are trying to find the right way to make the connections essential to achieve your business goals, Lou is the man to help you make it happen.
After being incarcerated and receiving a passport for the first time in over 20 years, Lester Young decided to take his first international trip outside of America and travel to Ghana. What started as a journey to learning about his history and culture eventually became a larger mission to bring awareness to the challenges African … Continue reading Travel to Discover & Heal: Returning to Ghana as an African American with Lester Young (Ep. 30) →
Balancing a successful business and a fulfilling life can come with many roadblocks. So, how can you build your epic business while maintaining an epic life? In this episode, Brent Mekosh speaks with Justin Breen, best-selling author and the founder of BrEpic Communications, LLC. Justin unveils the tips you need to balance your business and … Continue reading Epic Lessons on Life and Business with Justin Breen (Ep.29) →
Wines are a product no one can ever experience from start to finish. From the ever-changing flavor as wine ages to the international options that aren’t available everywhere. In this episode, Brent Mekosh is joined by Arden Montgomery, the co-founder, and head of marketing and sales of Argaux, in discussing the wine industry and how … Continue reading Focusing On The Wine In Wining And Dining with Arden Montgomery (Ep.28) →
Technology has advanced almost to the point of doing our jobs for us. What will happen to human interaction without the human part? In this episode, Brent Mekosh is joined by Geoff Hudson-Searle, Independent Digital Non-Executive Director, C-Suite Executive, Serial Business Advisor for Growth-Phase Tech Companies, and best-selling author. Together, they unpack the value of … Continue reading The Future of Human Interaction will be Based on Trust with Geoff Hudson-Searle (Ep.26) →
The global currency is shifting away from the US dollar and gravitating towards gold and other currencies. What does it mean for future investment options? Do you know? In this episode, the President of Miles Franklin Precious Metals Investments, Andy Schectman, is back with Brent Mekosh to explain how world events impact gold and silver … Continue reading Does Gold Have a Role in the Future Global Economy? Part 2 with Andy Schectman (Ep.25) →
Gold has been considered a solid investment option by many, having lasted several centuries and survived market rise and fall. But is gold still a solid investment in today’s market? In this episode, Brent Mekosh is joined by the President of Miles Franklin Precious Metals Investments, Andy Schectman. Andy explains everything you need to know … Continue reading Precious Metals & What Makes the Dollar the World’s Reserve Currency with Andy Schectman (Ep.24) →
Social media has become a staple in society, from young children to corporate executives. How can you build relationships with the people who can push you further through social media? In this episode, Brent Mekosh is joined by Ella Mae, CEO of One Degree, on developing relationships through social media and connection building. Ella reveals … Continue reading Building Connections Through Social Media with Ella Mae (Ep.23) →
The environment has become the latest trend in society over the past few decades, resulting in a shift away from crude oil and gas development. In this episode, Brent Mekosh is joined by David Blackmon, Principal of DBEnergy Advisors to cover all things energy development and consumption from oil and gas. David dives into the … Continue reading Environmental Politics in Oil and Gas with David Blackmon (Ep.22) →
Once you enter the prison system, a stigma becomes a part of your life no matter where you go or what you try to do. Why aren’t prison systems trying to change that? In this episode, Brent Mekosh is joined by Lester Young, renowned author and Re-Entry Expert Coach. Lester shares his life in prison, … Continue reading From Prison to a Path 2 Redemption with Lester Young (Ep.21) →
Law enforcement plays an essential role in keeping everyone safe. But who would want to become a police officer if the entire system is labeled racist? This week, Brent Mekosh is joined by Deon Joseph, a law enforcement consultant, and an LAPD Officer with over 25 years of experience. Deon shares the changes in public … Continue reading Some Hard Truths About Law Enforcement with Deon Joseph (Ep.20) →
Phoenix, Arizona, has grown to become one of the most active deal velocity states, increasing both the number of transactions and the cost of rent. This is good and bad for the state. In this episode, Brent Mekosh is joined by Bill Hahn, executive vice president of Northmarq. Bill unveils the real estate market, dissecting … Continue reading A Deep Dive into Multi Family Housing and Real Estate in Arizona with Bill Hahn (Ep.19) →
Since the world has reopened shipping routes, the cost of transporting products has dramatically increased. In this episode, Ashley Andrews, Chief Executive Officer of Tiny Twinkle, joins Brent Mekosh to explore the baby goods industry and her journey as a businesswoman. Ashley details how the pandemic shutdown has impacted supply and transportation costs between China … Continue reading A Conversation on Baby Goods & International Production with Ashley Andrews (Ep.18) →
Reviewing history reveals consistent trends in why events happen, how long they last, and what starts the upwards swing. And with this same information, experts can look forward and predict how future events unfold. In this episode, Brent Mekosh dives into history’s reflection on current events. Brent shares his personal experiences along with some world … Continue reading Looking Back To Predict The Future (Ep.17) →
Long gone are the days of smokestacks in manufacturing steel. Our current technology allows us to access environmentally conscious productions along with tools to reduce carbon emissions. In this episode, Brent Mekosh is joined by Jeremy Flack, the founder and CEO of Flack Global Metals. Jeremy unpacks the steel manufacturing industry while revealing the changes … Continue reading Steel is at the Heart of a Renaissance in US Manufacturing with Jeremy Flack (Ep.16) →
There are many preconceived notions about what insurance can and should cover. In this episode, Brent Mekosh is joined by Robertson Ryan and Associates’ Robyn Haun. Robyn explains the details around insurance purchases — focusing on specific scenario coverage you may not have thought about. She also provides examples of insurance coverage while sharing tips … Continue reading Buying Insurance For A Lifetime of Possibilities with Robyn Haun (Ep.15) →
From pandemic-related videos going viral in China to many outraged at NATO’s refusal to include Ukraine and the shook of countries still doing business with Russia. What are these decisions about? Why are these being made? In this episode, Brent Mekosh is joined by the director of Royal Capital in Bangladesh, Sami Chowdhury. Together, they … Continue reading A Conversation On Global Decision-Making with Sami Chowdhury (Ep.14) →
When you think of commodities in the current market, you first think of oil and wheat due to Russia and Ukraine. What you may not think about are commodities such as fertilizer and their future impact. In this episode, Brent Mekosh is joined by the President of General Holdings, Pierre Lapan. Together, they explore the … Continue reading The Curvature of Commodities with Pierre Lapan (Ep.13) →
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 death benefit … Continue reading Maximizing Life Insurance For You And Your Beneficiaries with Steven Moore (Ep.12) →
While improvements in technology create opportunities for many people, adverse reactions are equally abundant. From fear of competitors to transforming medical technology into recreational tools, there is a reality to accept when talking about artificial intelligence. In this episode, Brent Mekosh and David Martin, founder, and president of Fantasy Interactive, continue their conversation on Artificial … Continue reading What You Should Know About Artificial Intelligence (AI) Part 2 With David Martin (Ep. 10) →
We’ve all seen or heard of at least one rogue artificial intelligence movie, where the main character rises and stops the machines from taking over or destroying humanity. But the reality of the technology is a little different from the silver screen. In this episode, Brent Mekosh sits down with the founder and president of … Continue reading What You Should Know About Artificial Intelligence (AI) with David Martin (Ep. 9) →
You want the best education possible for your child. Sometimes that education costs more than you can afford, regardless of how high above the poverty line you are. In this episode, Brent Mekosh is joined by Katie Charles, the director of annual giving and stewardship, and Kristie Berg, the director of financial aid at Phoenix … Continue reading Transforming Tax Credit Into Education with Katie Charles and Kristie Berg (Ep.8) →
When investing close to home, you know what is happening within the country. Investing overseas is a bit more challenging. Dive even deeper into the overseas markets with the director of Royal Capital in Bangladesh, Sami Chowdhury. In this episode, Brent Mekosh returns with Sami to talk about the markets overseas. Sami reveals how China’s … Continue reading The Wide World of Investments – Part 2 with Sami Chowdhury (Ep. 5) →
When selecting a financial services company, the people you will be working with matter just as much as the company itself. And at MP Advisors, LLC, you are the hero. The team simply guides you to help you get there. Welcome to SMART MONEY. SIMPLIFIED. with Brent Mekosh, CFP®, CIMA® of MP Advisors, LLC! In … Continue reading 1. Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® →
The cattle industry is one of the fastest growing exports of beef across the world, with higher selling rates each year. However, with climate change affecting the production of cattle and the global response to Ukraine, several changes have impacted these markets. In this episode, Brent Mekosh is joined by Ethan Lane, the vice president … Continue reading A Deep Dive into Cattle Ranching with Ethan Lane (Ep.27) →
We know stories about the Hall of Famers and the Superstars of the sports world. However, the truth is the world of sports is filled with so many professional players that don’t quite get the same spotlight. In this episode, Brent Mekosh is joined by former professional basketball player Tom Van Arsdale. Tom shares his … Continue reading 7. An Unlucky Yet Successful NBA Career with Tom Van Arsdale →
What happens when you first call your current or a potential new financial advisor? In this episode, Brent Mekosh walks you through his business model at MP Advisors, LLC, starting from when you (and the team) pick up the phone for the first time. He discusses who you talk to when first calling, what happens … Continue reading 2. Everybody Needs Somebody In Financial Planning →
You’ve had the first meeting. You’ve signed the dotted line. What happens after you become an MP Advisor client? In this episode, Brent Mekosh shares the next steps after a client has signed on the dotted line. He reveals the paperwork and meetings that will happen, the type of questions asked to help build your … Continue reading 3. Starting Your Financial Solutions Journey at MP Advisors, LLC →
When faced with the news of being cancer-free, patients have a second chance at life. In this episode, Brent Mekosh is joined by award-winning author and breast cancer survivor Judith Pearson. Judith shares the story of her friend’s journey with cancer and her own experiences that led to her novels and building A 2nd Act, … Continue reading A Second Chance At Life With Judith Pearson (Ep.11) →
Knowing what is happening in your own backyard is only a small part of other relevant global events. But, what’s making headlines on the other side of the world? How’s the economic scenario looking like in countries like China and Southeast Asia? Get the answers to these questions in this episode of SMART MONEY. SIMPLIFIED. … Continue reading 4. Exploring China, India, and Southeast Asia with Sami Chowdhury →
Your physical well-being is just as, if not more, important as your financial plan. In this episode, Brent Mekosh is joined by Lacey Byrd, co-founder of Hybrid Athlete Training. Lacey highlights the importance of creating a personal schedule and how discipline can be a form of freedom. She shares her personal habits in life and … Continue reading 6. Healthy Body Equals Healthy Life With Lacey Byrd →