Tag: Podcast
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!

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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!

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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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A Conversation On Global Decision-Making with Sami Chowdhury (Ep.14)

A Conversation On Global Decision-Making with Sami Chowdhury (Ep.14)

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From pandemic-related videos going viral in China to many outraged at NATO’s refusal to include Ukraine and the shook of countries still doing business with Russia.

What are these decisions about? Why are these being made? 

In this episode, Brent Mekosh is joined by the director of Royal Capital in Bangladesh, Sami Chowdhury. Together, they explain how these conflicts reveal the truth of those in power, diving into the lack of food in China and the economic and political impact of global decisions made in response to the conflict between Russia and Ukraine.

Sami discusses:

  • How the current Chinese government differs from past  governments
  • Reasons India continues trading with Russia
  • The impact of removing Russia from the global financial system
  • Why does Russia refuse to let Ukraine join NATO
  • And more!

Resources:

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The Curvature of Commodities with Pierre Lapan (Ep.13)

The Curvature of Commodities with Pierre Lapan (Ep.13)

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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
  • The truth about gold as a commodity 
  • How other metals are fairing in the market
  • And more!

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Transforming Tax Credit Into Education with Katie Charles and Kristie Berg (Ep.8)

Transforming Tax Credit Into Education with Katie Charles and Kristie Berg (Ep.8)

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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
  • And more!

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About Our Guests:

Katie Charles:

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.

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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!

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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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