Category: Financial

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

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 in equities, fixed income, inflation, and interest rates
  • How the debt refinancing in 2024 may impact the Fed’s actions
  • The potential impact of AI on society moving forward
  • A critical look at the traditional college education system and student loan policies
  • And more!

Connect with Brent Mekosh:

Debt Dilemmas, Pandemic Policies, and the Future of Money with Carol Roth (Ep. 64)

Debt Dilemmas, Pandemic Policies, and the Future of Money with Carol Roth (Ep. 64)

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 how it has affected small businesses.

Carol explores the unequal treatment of small businesses compared to big corporations while also giving some insights into her latest book, “You’ll Own Nothing.” 

Carol discusses:

  • Her background and career experiences
  • The government’s response to the pandemic and the ways it impacted small businesses
  • Potential setbacks the government may face in financing debt and some of the implications for the economy
  • Ways the end of private property affects wealth creation and individual rights
  • What you should know about digital currencies
  • And more!

Resources:

Connect with Carol Roth:

Connect with Brent Mekosh:

About Our Guest:

Carol Roth is the Creator of the Future File® legacy planning system, a national media personality, a billion-dollar dealmaker, a brand spokesperson, an investor, a board member, and a bestselling author.

Her legacy planning product, Future File, helps people organize their wishes and information and then creates a roadmap for their loved ones to follow in the case of incapacitation (dementia, Alzheimer’s, medical issue) and/or death to save grief, money and time in their loved ones’ biggest time of need.

Carol also has experience in every type of on-camera format imaginable, including hosting (Microsoft’s Office Small Business Academy Series) reality competition/judge (Mark Burnett & Intel’s America’s Greatest Makers show) & live multimedia commentary, which includes business, finance, the economy, current events, politics & pop culture.

Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

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. This week, they dive into the disconnect between the economy and financial markets while addressing the challenges of our current financial system. 

Talking points include: 

  • Reasons there’s a disconnect between the economy and financial markets
  • The potential impact of Bitcoin on the global financial system
  • Ways Bitcoin can work as a powerful tool when it comes to cyberwarfare and rebuilding prosperity
  • What you need to know about digital assets 
  • And more!

Resources:

Connect with Natalie Brunell:

Connect with Brent Mekosh:

About Our Guest:

Natalie Brunell is a podcast host, educator, and media commentator in the Bitcoin space.Her popular show, Coin Stories, features interviews with Bitcoin thought leaders about their backgrounds, convictions for BTC, and headlines related to finance and economic issues facing society. Coin Stories is the #1 woman-hosted Bitcoin podcast in the world.

Previously, Natalie was an award-winning TV journalist and investigative reporter. For more than ten years, she covered in-depth local and national news topics and holds an Emmy for breaking news coverage.

Prior to making an investment decision, please consult with your financial advisor about your situation. The prominent underlying risk of using Bitcoin as a medium of exchange is that it is not authorized or regulated by any central bank. Bitcoin issuers are not registered with the SEC, and the Bitcoin marketplace is currently unregulated. Bitcoin and other crypto currencies are a very speculative investment and involves a high degree of risk. Investors must have the financial ability, sophistication/experience, and willingness to bear the risks of an investment, and a potential total loss of their investment.

Psychedelic Frontiers in Medicine: Dr. Quinn Snyder on Ketamine’s Promise (Ep. 62)

Psychedelic Frontiers in Medicine: Dr. Quinn Snyder on Ketamine’s Promise (Ep. 62)

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 Daytryp Health, explore the promising role of psychedelics in medicine, specifically focusing on ketamine therapy. 

Listen in as they cover the shortcomings of traditional medicine, particularly in mental health, while delving into the potential advantages of alternative therapies like ketamine. 

Dr. Snyder discusses:

  • How he became interested in the medical field and the potential for ketamine
  • Why is it important to combine ketamine with psychotherapy for better outcomes
  • Ketamine compared to prescription antidepressants
  • The benefits of psychedelics in disrupting repetitive thinking patterns
  • Being an entrepreneur in the ketamine business and the potential future of psychedelic medicines
  • And more!

Resources:

Connect with Dr. Quinn Snyder:

Connect with Brent Mekosh:

About Our Guest:

Quinn graduated from the University of Arizona College of Medicine in 2007. In 2010, after studying under Andrew Weil and traveling to India to study plant-based medicines, he completed his residency in Emergency Medicine at Drexel University. Quinn has continuously practiced EM at some of the top Departments in and around Phoenix. He possesses leadership experience in Data Analytics, Quality, Operations, and Business Development. During the pandemic, he was the manager of the largest Emergency Department in Arizona, and his experience was the subject of interviews on CNN, PBS Newshour, BBC World News, NPR, The Washington Post, and The Guardian. He has used Ketamine in his clinical practice and is committed to the emerging field of psychedelic medicines for healing.

The Importance of Your Personal Style in Making a First Impression with Omor Okagbare (Ep. 61)

The Importance of Your Personal Style in Making a First Impression with Omor Okagbare (Ep. 61)

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 in as Omor shares his journey from starting at Nordstrom in 1998 to becoming a personal stylist, touching on how different professions impact the style needed.

Omor discusses:

  • His journey from Wall Street to Nordstrom
  • The value of dressing for your audience 
  • Why personal style is essential for making a good first impression
  • The current fashion trends
  • The impact of online retail on personal stylists
  • What you should know about ‘quiet luxury’
  • And more!

Connect with Omor Okagbare:

Connect with Brent Mekosh:

About Our Guest:

Omor Okagbare is very passionate about fashion and image consulting. He understands how confidence can give one a competitive advantage. Omor is all about helping you be a game changer by defining and unlocking your creative spirits through fashion and style.

Navigating the Fatherhood Journey with Tyler Graham (Ep. 60)

Navigating the Fatherhood Journey with Tyler Graham (Ep. 60)

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 and rewards of fatherhood. They emphasize the importance of having a clear vision for fatherhood while highlighting the value of being emotionally available and spending quality time with children. 

Listen in as Tyler and Brent shed light on societal stereotypes of fathers and the need for men to prioritize their role as fathers. 

Tyler discusses:

  • His Burn Untamed framework and how it’s transforming the way fathers connect with their kids
  • Ways his framework can guide fathers in crafting a vision for their family life, creating a margin for quality time, and establishing rhythms to bring that vision to reality
  • How to build your unique and ideal vision of fatherhood
  • How to create emotional availability 
  • The current portrayal of fathers in society 
  • Strategies to balance fatherhood and work life
  • And more!

Resources:

Connect with Tyler Graham:

Connect with Brent Mekosh:

About Our Guest:

Tyler Graham is passionate about helping other dads be intentional and present with their kids. Tyler is the husband to an amazing wife and a father to 6 beautiful kids. He and his family live in Greenville, SC.

Retrain Your Brain for Greater Longevity & Quality of Life with Bill McManus (Ep. 59)

Retrain Your Brain for Greater Longevity & Quality of Life with Bill McManus (Ep. 59)

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 the importance of brain health and how our lifestyle choices can significantly impact it while highlighting the value of social connectivity and lifestyle when it comes to cognitive decline and overall well-being.

Main talking points include:

  • How does longevity impact financial and lifestyle planning
  • What are the financial costs associated with Alzheimer’s and dementia
  • The lifestyle factors that contribute to cognitive health
  • The value of maintaining good health and energy as we age
  • And more!

Resources:

Connect with Bill McManus:

Connect with Brent Mekosh:

About Our Guest:

With nearly 20 years of experience in financial services, Bill McManus has worked with countless financial professionals and their clients. He’s got a knack for simplifying complex financial planning and investing strategies to engage and educate clients and prospects. He’s also passionate about helping them look toward the future to anticipate and prepare for lifestyle changes that lay ahead.

Among other practice-management strategies, Bill shows financial professionals how they can optimize their prospecting strategies in a tech-driven world.

Navigating Global Tensions: An Insightful Journey across Ukraine, Russia, the Middle East, and Africa with Semaj McDowell (Ep. 58)

Navigating Global Tensions: An Insightful Journey across Ukraine, Russia, the Middle East, and Africa with Semaj McDowell (Ep. 58)

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 explains the potential for a continental-based currency and recent developments in Niger. Brent and Semaj’s conversation covers various geopolitical issues, from the Russia-Ukraine tensions to the Israel-Hamas conflict and the geopolitical situation in North Africa.

Main talking points include: 

  • How did Semaj enter the geopolitical space
  • The potential development of a continental-based currency in Africa
  • Russia’s interests in Africa and the involvement of private military contractors
  • Some of the implications of the strategic partnership between China and Russia
  • And more!

Resources:

Connect with Semaj McDowell:

Connect with Brent Mekosh:

About Our Guest:

Geopolitical Enthusiast – National Security, Defense, Foreign Policy, and International Politics. 

Born and raised in Philadelphia, Semaj McDowell has been interested in politics since a young age. While growing up, he witnessed events both in his community and around the world that informed his views on equity and justice.

Semaj firmly believes leadership is crafted through service and empowering others to succeed.

Cracking the Permian Code: Oil’s Ground Zero with David Messler (Ep. 57)

Cracking the Permian Code: Oil’s Ground Zero with David Messler (Ep. 57)

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 industry, focusing on the Permian Basin and the impact of shale technology on oil production. David also shares his insight on the changes within the arena while shedding light on what the future holds for oil and alternative energy sources.

David explores:

  • The current state of the industry and how it will likely change
  • How oil production has evolved over the years
  • How the geopolitical landscape impacts oil production
  • What alternative energy sources are most viable for the future
  • And more!

Resources:

Connect with David Messler:

Connect with Brent Mekosh:

About Our Guest:

David Messler is an oilfield veteran who recently retired from a major service company. During his thirty-eight-year career, David worked in six continents (field and office assignments). He currently maintains an independent training and consulting practice while writing energy-related topics.

What Happens When We Die? – A Conversation with Dr. Raymond Moody and Paul Perry (Ep. 56)

What Happens When We Die? – A Conversation with Dr. Raymond Moody and Paul Perry (Ep. 56)

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 experience.’ Together, they explore what happens after death, the concept of near-death experiences, and the idea of an afterlife.

Dr. Moody and Paul discuss:

  • How Dr. Moody was introduced to the study of near-death experiences and the afterlife
  • What are some common themes in near-death experiences
  • How shared death experiences can occur to those near someone who may pass away
  • How has their research changed their worldview
  • And more!

Resources:

Connect with Paul Perry:

Connect with Dr. Raymond Moody:

Connect with Brent Mekosh:

About Paul Perry:

Paul Perry is the co-author of several New York Times bestsellers, including Closer to the Light, Transformed by the Light, and Saved by the Light, which was made into a popular movie by Fox-TV. His work has appeared in National Geographic Adventure, Outside Magazine, Reader’s Digest, and several other popular periodicals. His books have been published in more than 30 languages around the world. Paul is also a documentary filmmaker whose work has appeared on worldwide television.

In 1986, Paul’s interest in the effects and meaning of near-death experiences led him to a professional involvement with Dr. Raymond Moody, considered to be the founder of near-death studies. 

About Dr. Raymond Moody:

In 1975, Dr. Raymond Moody coined the term ‘near-death experience’ in his book Life After Life. For half a century, he has researched some of life’s greatest mysteries. As both a Ph.D. in philosophy and an MD, Dr. Raymond has had a strong interest in how medical realities intersect with the ineffable realm of philosophy. In his multiple roles as author, professor, public speaker, and grief counselor, he has heard thousands of accounts of near-death, shared death, and after-death experiences. Dr. Raymond never expected that his interest in the afterlife would become such a focus of his life’s work, but it has led him to great associations, friendships, and insights.