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

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

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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.

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Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

Stakeholders Versus Shareholders: The Politics and Economics of ESG with Matt Cole (Ep. 45)

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A few years ago, investors wanted to make sure their investments were in companies focused on positive environmental, social, and governmental (ESG) efforts. Today, that term has become politically charged, causing investors to shift their views.

In this episode, Brent Mekosh speaks with Matt Cole, the CEO and CIO of Strive, about ESG investing and how it shifted from one of the most important factors to a hot-button issue for investors and individuals. 

Listen in as Matt explores the difference between the public’s view of the term ESG compared to its role in investment planning and the reasons ESG investing will likely continue without any label.

Matt discusses:

  • How the shift between shareholder capitalism and stakeholder capitalism impacted investment planning for businesses
  • The importance of having values that allow investments to adapt to an increased need for profit
  • How the politicization of ESG has shifted investors away from the term while maintaining their values
  • Ways Strive continues to differentiate itself from other businesses without competition
  • And more!

Resources:

Connect with Matt Cole:

Connect with Brent Mekosh:

About Our Guest:

Matt Cole is the Chief Executive Officer and Chief Investment Officer of Strive. He’s also the Portfolio Manager for Strive’s existing passive equity ETFs and will be the lead portfolio manager of the firm’s upcoming actively managed Fixed Income ETFs. 

Before joining Strive, Matt was a portfolio manager at CalPERS, where he oversaw more than $70 billion in actively managed and beta replicating fixed income portfolios. 

During his 16 years at CalPERS, the actively managed portfolios Matt directed were among the best performing in the investment industry and did not underperform their benchmark in any single year.

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