Tag: SMART MONEY. SIMPLIFIED.
Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

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Are you financially and emotionally prepared for life after selling your business?

What strategies can you implement to design a life that aligns with your values and aspirations beyond business success?

This week on SMART MONEY. SIMPLIFIED, Brent Mekosh speaks with Jerome Myers, America’s Leading Exit Authority and founder of Exodus, The Myers Development Group, and Dream Catchers. 

Jerome recounts his transition from corporate life to a period of deep self-reflection and the subsequent discovery of a meaningful path forward as he advises those exiting their own business.  

Listen in as Jerome underscores the significance of nurturing love, maintaining faith, and intentionally crafting a life of fulfillment beyond the business realm.

Brent and Jerome discuss:

  • The psychological challenges of successful business owners after an exit
  • How does one transition from being a business owner to a newly exited operator
  • Jerome’s personal experience with exiting a business and the journey to finding a purposeful life afterward
  • The value of finding a greater purpose and positively impacting others after exiting a business
  • And more!

Resources:

Connect with Jerome Myers:

Connect with Brent Mekosh:

About Our Guest:

Jerome Myers is a developer of people and places. He is the founder and Chief Inspiration Officer of DreamCatchers and The Myers Development Group.

Through these entities, he gets to live out his childhood dreams of helping people manifest the things they imagine and create social proof that dreams should be real.

Since leaving corporate America after building a 20MM division at a Fortune 550 company, J has become one of the most sought-after thought leaders in the multifamily development space. His company, The Myers Development Group, built a multi-million-dollar portfolio following the principles of Myers Methods.

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Rethinking What Leadership Means with Geoff Hudson-Searle and Lieutenant Colonel Oakland McCulloch (Ep. 71)

Rethinking What Leadership Means with Geoff Hudson-Searle and Lieutenant Colonel Oakland McCulloch (Ep. 71)

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What is good leadership? 

Do you have someone in your company whom you admire and believe embodies the qualities of a great leader?

Dive into all things leadership and trust across various sectors, including the military, government, and business areas, with Brent Mekosh, Geoff Hudson-Searle, and Lieutenant Colonel Oakland McCulloch. 

Tune in as Oak recounts his observations of self-serving leaders during his military deployment while Geoff reveals the need for integrity and accountability in leadership. 

Brent, Geoff, and Oak discuss:

  • Reasons leadership, accountability, and trust are important in organizations
  • What professions are experiencing a lack of leadership and trust
  • The impact of social media on leadership
  • How does the silent majority hold power, and why there’s a need for unity
  • Steps to create a positive work environment and foster innovation
  • And more!

Resources:

Connect with Geoff Hudson-Searle:

Connect with Lieutenant Colonel Oakland McCulloch:

Connect with Brent Mekosh:

About Geoff Hudson-Searle:

Geoff Hudson-Searle is an independent non-executive director across regulation, technology, and internet security, a C-Suite executive on private and listed companies, and a serial business advisor for growth-phase tech companies.

With more than 30 years of experience in international business and management, he is the author of five books and lectures at business forums, conferences, and universities. He has been the focus of TEDx and RT Europe’s business documentaries across various thought leadership topics and his authorisms.

About Lieutenant Colonel Oakland McCulloch:

Retired Lieutenant Colonel Oakland McCulloch is the author of the 2021 release, “Your Leadership Legacy: Becoming the Leader You Were Meant to Be.”

Based on 40+ years of leadership in the U.S. Army and subsequent civilian positions, Oak highlights principles that will benefit today’s leaders and inspire the leaders of tomorrow.

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Global Events and Growth Mindset: Navigating Uncertainty with Brent Mekosh (Ep. 70)

Global Events and Growth Mindset: Navigating Uncertainty with Brent Mekosh (Ep. 70)

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What are the implications of a royal family member’s health crisis on public discourse and media coverage? 

And when it comes to immigration, what are the challenges we face in creating compassionate and pragmatic policies?

What do all these news articles on challenging times mean for our personal and financial growth?

Consider how news stories such as King Charles’ diagnosis and immigration issues impact our view of the world with Brent Mekosh in this week’s episode of SMART MONEY. SIMPLIFIED.

Listen in as the conversation sheds light on Tony Robbins, a motivational speaker, his views on staying motivated and hungry for personal growth during periods of uncertainty such as 2020 with COVID-19, and the impact of reframing challenges as learning experiences for personal (and financial) growth.

Talking points include:

  • How does news about the Royal Family relate to history and culture
  • The current immigration landscape 
  • How does reframing challenges as learning experiences impact personal growth
  • Why financial plans rely as much on overcoming challenges as it does on money
  • And more!

Resources:

Connect with Brent Mekosh:

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Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69)

Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69)

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What songs do you listen to that help you feel energized, excited, or loved?

Do you think music can heal the mind? 

Join Brent Mekosh and his guest, Andrew Sossin, co-founder of Recovery Unplugged, as they discuss how music can positively impact personal well-being. Andrew unveils his transformative journey from the beats of the music industry to the heart of co-founding a revolutionary center where melodies become therapy for addiction and mental health. 

Episode talking points include:

  • Music’s unique approach to facilitate therapy for addiction and mental health issues
  • Ways Recovery Unplugged overcame financial challenges and contentious partnerships to ensure its survival
  • Andrew’s focus on ensuring the success of his business
  • Why should employers and organizations reach out for support for their employees’ mental health and addiction issues
  • And more!

Connect with Andrew Sossin:

Connect with Brent Mekosh:

About Our Guest:

Over the past 20 years, it has been Andrew Sossin’s enduring pleasure to grow as a South Florida business leader and community advocate. His professional focus on financial services and business development has allowed him to establish multiple successful ventures in a wide array of fields, including addiction care, customer service, music management, and insurance.

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From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

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Mental health struggles can often be overshadowed by the glitz of financial accomplishments. 

It’s time to bridge the gap between professional achievement and emotional well-being!

In an effort to destigmatize mental health challenges, Brent Mekosh sits down with Mark Fujiwara, Director at Baird Private Wealth Management, who courageously shares his personal battles with depression and anxiety. This episode offers listeners a unique perspective on the intersection of mental health and financial success, promoting open dialogue around mental well-being.

Mark discusses:

  • The power of vulnerability
  • The 100-day challenge of moving out of your comfort zone
  • Common pressures faced by high achievers and entrepreneurs
  • An effective visualization exercise that helped him battle panic attacks
  • His upcoming movie “Big Stages” where aspiring public speakers go on a journey of deep transformation
  • And more!

Resources:

Connect with Mark Fujiwara:

Connect with Brent Mekosh:

About Our Guest:

In addition to being a Certified Portfolio Manager® and Director at Baird Private Wealth Management, Mark is a strategic investor in over a dozen high-character and high-alignment companies. He is an international speaker, recently speaking on the Private Wealth Reset at Oxford Union in England. He is the executive producer and a featured speaker in the award-winning documentary Big Stages.

Mark is also a dedicated supporter of the American Foundation for Suicide Prevention, the National Alliance on Mental Health, and To Write Love on Her Arms. Mark is a life-long student of optimizing his longevity, mental health, and fitness. He enjoys running marathons and is currently training for the World Senior Games track and field 200-meter sprint. His most recent charity is called The Ikigai Court, which supports the mental well-being of entrepreneurs by providing a safe space to speak openly about their mental health.

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Beyond Sickcare: Achieving Longevity Through Functional Medicine & Early Detection with Lisa Brooking (Ep. 67)

Beyond Sickcare: Achieving Longevity Through Functional Medicine & Early Detection with Lisa Brooking (Ep. 67)

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Have you considered planning your health care the same way you plan your long-term financial care? 

Setting up preventative measures and early testing could help avoid major health problems in the future.

This week, Brent Mekosh speaks with Lisa Brooking, CEO of Healthcode Medical, to explore the difference between sick care and health care. They highlight the importance of pinpointing the underlying reasons for health concerns and the role of technological advancements in early diagnosis. 

Lisa discusses:

  • What is functional medicine
  • Healthcode Medical’s approach to providing personalized care
  • The role of technology when it comes to disease detection and prevention 
  • Ways genetic makeup and environmental factors influence health decisions
  • And more!

Connect with Lisa Brooking:

Connect with Brent Mekosh:

About Our Guest:

Lisa Brooking is a dynamic and engaging healthcare leader with a proven track record in both the private and public sectors, spanning tertiary acute, primary, and specialty care. Lisa holds a deep understanding of the healthcare sector rooted in a progressive career, starting as a critical care nurse. She is passionate about the provision of high-quality person-centered care and keeping our promise to patients. Through stakeholder engagement and tactful negotiation, Lisa crosses the finish lines. An independent thinker and transformational leader, Lisa leans into complex problems, offering innovative solutions while staying attuned to ROI & potential risks.

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Visionaries at Work, Partners at Home: The Entrepreneur’s Guide to a Successful Marriage with Rachel Lebowitz (Ep. 66)

Visionaries at Work, Partners at Home: The Entrepreneur’s Guide to a Successful Marriage with Rachel Lebowitz (Ep. 66)

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The entrepreneurial lifestyle can be thrilling, but it also brings unique challenges to a marriage. 

Whether you’re an entrepreneur yourself or married to one, it can be a struggle to navigate the complex relationship dynamics that come with it.

In this episode, Brent Mekosh speaks with Rachel Lebowitz, a Professional EOS Implementer®️, speaker, and author who also describes herself as the wife of a driven entrepreneur and the mom of three entrepreneurs in the making.

Listen in as they explore the impact of entrepreneurship on marriage and family life, with practical advice for fostering a healthy balance.

Rachel discusses:

  • The psychology of entrepreneurs and their spouses (WHY they behave the way they do)
  • The significance of open communication between partners
  • How to tackle barriers like narcissism, compulsivity, resentment, and jealousy
  • Actionable steps for both spouses to manage stress and promote mutual growth
  • An introduction to the Driven Spouse Forum
  • And more!

Resources:

Connect with Rachel Lebowitz:

Connect with Brent Mekosh:

About Our Guest:

Rachel Lebowitz is a third-generation female entrepreneur. Since the age of 10, the school bus dropped her off every day at her parents’ school supplies store, where she helped out and punched a time card. By the age of 12, Rachel asked for a raise, and at 15, she convinced her parents to take their business on to Amazon and helped them build their website. But the most interesting part was observing the employees when the boss wasn’t around.

Fast forward to 2015, Rachel and her husband acquired a flexible packaging printing business. They were doing well, but inevitably, with the rapid growth, they hit the ceiling. In 2018, they discovered EOS and implemented it into our business. They have since grown their business from 17-30 million in revenue and from 30 – 100 employees. As a partner in business, Rachel got a unique vantage point into the day-to-day stress and struggles of running a company. Therefore, she is passionate about sharing those EOS tools they discovered to help businesses like yours get more peace of mind and your life back, like they did!

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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)

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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:

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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)

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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.

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

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

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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.

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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.

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