Category: Financial
Healthy Body Equals Healthy Life With Lacey Byrd (Ep. 6)

Healthy Body Equals Healthy Life With Lacey Byrd (Ep. 6)

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Your physical well-being is just as important, 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 how simple steps such as a shorter workout can help you stick to your routine.

Lacey discusses:

  • How discipline creates a form of freedom
  • Reasons why people are disconnected from the present
  • The impact of the pandemic on routines and personal fitness
  • How to take control of your future
  • And more!

Resources:

Connect With Lacey Byrd:

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About our Guest:

Coming from a strong background of explosive sports training, such as high-level track and field, obstacle course racing, Crossfit, Powerlifting, Bodybuilding, and much more, Lacey Byrd is exactly what a Hybrid Athlete would be characterized as.

Her passion to facilitate change in others’ mindsets and health are her primary driver. Lacey has been a personal trainer for over 10 years, helping hundreds of people customize the perfect fitness programs.

As a female entrepreneur, Lacey is constantly motivating those who need to take their business to the next level.

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The Wide World of Investments – Part 2 with Sami Chowdhury (Ep. 5)

The Wide World of Investments – Part 2 with Sami Chowdhury (Ep. 5)

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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 investments impact the US and its relationship with the country. He outlines the problems faced by China and India when it comes to their economy and how those decisions influence our investment opportunities.

Sami discusses:

  • How China influences the US through funding
  • The role of policy-makers in addressing the threat
  • The importance of balancing imports and exports
  • What investors should look at when investing overseas
  • And more!

Resources:

  • The Wide World of Investments With Sami Chowdhury

Connect with Sami Chowdhury:

Connect with Brent Mekosh:

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Exploring China, India, and Southeast Asia with Sami Chowdhury (Ep. 4)

Exploring China, India, and Southeast Asia with Sami Chowdhury (Ep. 4)

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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. with the director of Royal Capital in Bangladesh, Sami Chowdhury.

This week, Sami joins Brent Mekosh to reveal the recent events in Bangladesh in relation to their neighboring countries, India and China. Sami highlights the current economic scheme in Bangladesh, their trade agreements with their neighbors, and how India and China’s conflict impacts their current financial situation.

Sami discusses:

  • The imports and exports of Bangladesh with their bordering countries and internationally
  • How and why Bangladesh entered the apparel industry
  • What investors need to know about current events in and around China
  • How conflicts between India and China could impact Bangladesh
  • And more!

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Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

Starting Your Financial Solutions Journey at MP Advisors, LLC (Ep. 3)

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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 financial plan and why consistent meetings are important for your financial future and success.

Brent discusses:

  • The role paperwork plays in your financial planning
  • Why he checks in with clients beyond their financial plans
  • How consistent meetings benefit your financial plan
  • The importance of goals within your financial plan
  • And more!

Resources:

  • Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA®
  • Everybody Needs Somebody In Financial Planning

Connect with Brent Mekosh:

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Everybody Needs Somebody In Financial Planning (Ep. 2)

Everybody Needs Somebody In Financial Planning (Ep. 2)

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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 during a discovery meeting, and why people are reluctant to make the initial call. Brent reveals the importance of understanding the client and their money when building their portfolio and financial plans. And what are some of the conversations Brent has with potential clients and those who aren’t the right fit.

Brent discusses:

  • The process of becoming an MP Advisor client
  • The importance of considering personal values when building a portfolio
  • Why he needs a clear picture of the client’s current financial situation
  • How he advises clients who aren’t the right fit
  • And more!

Resources:

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Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

Achieve More Than You Could Have Ever Imagined with Brent Mekosh, CFP®, CIMA® (Ep. 1)

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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 this inaugural episode, Brent Mekosh introduces you to who he is as a financial advisor and, more importantly, as a person. Brent outlines how he entered the financial services industry, from his father’s influence to his first earnings in lawn care.

Brent discusses:

  • His first experience in the financial services industry
  • Who is his hero in life 
  • His inspiring life motto
  • How he spends his time outside the office
  • And more!

Connect with Brent Mekosh:

About Your Host:

Brent’s strategic vision for MP Advisors is to understand what motivates his clients and leverage that knowledge to align their financial resources with their most important goals. His passion for this business centers on helping clients achieve more than they could have ever imagined.

Brent is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Investment Management Analyst®, holding Series 4,7,24,31,51,63 and 65 licenses. He is also a member of Valley Estate Planners, East Valley Estate Planners and serves on the board of A 2nd Act.

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