Month: March 2024
The Impact of Financial Landscapes on Global Economies with Brad Rutan (Ep. 74)

The Impact of Financial Landscapes on Global Economies with Brad Rutan (Ep. 74)

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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!

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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.

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The BrEpic Transformation: Embracing Change in Careers and Relationships with Justin & Sarah Breen (Ep. 73)

The BrEpic Transformation: Embracing Change in Careers and Relationships with Justin & Sarah Breen (Ep. 73)

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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:

Connect with Justin and Sarah Breen:

Connect with Brent Mekosh:

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.

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Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

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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:

Connect with Jerome Myers:

Connect with Brent Mekosh:

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.

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