Tag: Financial Planning

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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)

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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.

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Precious Metals & What Makes the Dollar the World’s Reserve Currency with Andy Schectman (Ep.24)

Precious Metals & What Makes the Dollar the World’s Reserve Currency with Andy Schectman (Ep.24)

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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 about precious metals, their role in investment planning, and why they have remained a solid long-term investment. Andy also reveals the current state of gold and silver markets and what that means for the future.

Andy discusses:

  • Why do individuals choose alternative investments
  • Where gold and silver fit within investment planning
  • What makes the dollar the world reserve currency
  • How have world events changed the way gold and silver are valued and traded
  • And more!

Resources:

Connect with Andy Schectman:

Connect with Brent Mekosh:

About Our Guest:

Before starting Miles Franklin, Ltd. in 1989, Andy Schectman became a Licensed Financial Planner specializing in Swiss Franc Investments and alternative investments. At Miles Franklin Ltd., a company that has eclipsed $5 billion in sales, Andy has developed an operation that maintains trust, collaboration, ethical behavior, superior customer service, and satisfaction to better serve its clients. He is responsible for overseeing the firm’s operations and business functions, including strategy and planning, account management, finance, and new business.

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Looking Back To Predict The Future (Ep.17)

Looking Back To Predict The Future (Ep.17)

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Reviewing history reveals consistent trends in why events happen, how long they last, and what starts the upward 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 history to compare our relationship with inflation, money, and the economy.

Brent discusses:

  • How his experience in Zimbabwe changed his perspective on financial markets
  • The limitations of world economies
  • Why certain government solutions have failed to solve inflation 
  • The biggest difference between the Great Recession and the COVID-19 pandemic 
  • And more!

Resources:

Connect with Brent Mekosh:

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Buying Insurance For A Lifetime of Possibilities with Robyn Haun (Ep.15)

Buying Insurance For A Lifetime of Possibilities with Robyn Haun (Ep.15)

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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 for first-time insurance buyers.

Robyn discusses:

  • How your location impacts coverage requirements
  • What you as a homeowner are liable for 
  • Exclusions in personal property coverage
  • The latest insurance for digital and identity theft
  • And more!

Connect with Robyn Haun:

Connect with Brent Mekosh:

About Our Guest:

Robyn Haun is a Phoenix native who studied elementary education in college. While attending school full time, she had a part-time job filing paperwork at a local insurance agency in Arizona. Upon graduation, Robyn parlayed her love of education into insurance and has since moved up from filing insurance papers. She now educates affluent clients about their personal insurance protection.

Robyn spent 15 years at the 6th largest agency in the nation and most recently worked at the 3rd largest agency in the nation. She understands the diverse needs of highly successful clients. Throughout her 25 years in the industry, Robyn has built strong relationships with premier insurance companies such as Chubb, AIG, Pure, Safeco, Travelers, and Cincinnati. She has earned her CISR designation and is very close to earning her PRIMA certificate.

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

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

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

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

Steven discusses:

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

Connect with Steven Moore:

Connect with Brent Mekosh:

About our Guest:

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

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

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

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

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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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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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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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