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 current commodities impacted by Russia and Ukraine while revealing the impact of decreased exports from Russia and Ukraine on farmers and the agricultural industry.
Pierre discusses:
How decreased imports of fertilizer will impact future crops
The geopolitical ramifications of the current gas market
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 Country Day School. Together they outline the mechanics and benefits surrounding the Arizona Private School Tax while revealing the role of donations for students in financial need.
Katie and Kristie discuss:
How individuals and corporations can redirect a portion of their income tax
Who benefits from the Arizona Private School Tax Credit
Potential concerns around the Arizona Private School Tax credit program
How the program works compared to other financial aid programs
When Katie arrived at Phoenix Country Day School in 2014, she brought many years of fundraising experience and expertise to her position of director of annual giving and stewardship. Mrs. Charles says she feels so blessed to be part of the PCDS family and is truly grateful for all the ways the PCDS community supports its students, teachers, and staff. In her free time, Mrs. Charles enjoys spending time with her husband, kids, and lovable boxer dog.
Kristie Berg:
For over two decades, just about every PCDS family has received a warm welcome from Kristie, as she works closely with families during the admissions process and also handles all financial aid. She especially loves the Lower School Garden, and she is not afraid of getting a little dirty during the annual Kindergarten Mud Mania, which happens to be one of her most anticipated events. When she is not at school, Ms. Berg enjoys spending time with her family and friends, reading, and going on travel adventures, especially ones that include beachcombing.
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
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
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.
