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SMART MONEY. SIMPLIFIED.

SMART MONEY. SIMPLIFIED.

Hosted by Brent Mekosh

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Episodes

110

Latest episode

Apr 2025

Language

EN-US

About the show

Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Listen to episodes

60 recent
April 30, 202547 min

Navigating Volatile Markets: A Conversation with Vince Lorusso (Ep. 110)

What’s the future of ETFs in a transforming global economy? Join Brent Mekosh as he welcomes Vince Lorusso, the president and CEO of Clough Capital Partners, to explore the shifting landscapes of ETFs and financial markets. Delve into Vince’s personal industry journey, the evolution of Clough Capital, and his insights on dynamic market changes. Unravel … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/04/30/navigating-volatile-markets-a-conversation-with-vince-lorusso-ep-110/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

April 23, 202538 min

Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)

Are traditional investment strategies enough to secure a future? Join Brent Mekosh as he sits down with Eric Knauss, Chief Investment Officer at Proteus, a seasoned advisor with over 40 years of experience in major firms like Merrill Lynch and T. Rowe Price. They delve into the nuances of private equity, real estate, and hedge … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/04/23/why-the-smartest-families-invest-differently-with-eric-knauss-ep-109/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

April 16, 202548 min

How Venture Capital Meets Philanthropy with Amy Armstrong (Ep.108)

How can venture capital strategies transform the nonprofit world? Brent Mekosh sits down with Amy Armstrong, CEO of Social Venture Partners Arizona, to explore the synergy between business acumen and charitable initiatives. They discuss the significance of multi-year giving and trust-based philanthropy, emphasizing the profound impact these approaches can have on supporting charitable endeavors. Top … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/04/16/how-venture-capital-meets-philanthropy-with-amy-armstrong-ep-108/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

April 9, 202544 min

Making Private Jet Travel Work for You with Brent Wouters (Ep.107)

What makes private aviation more accessible and appealing today than ever before?   Join host Brent Mekosh and special guest Brent Wouters, CEO of JetLinx, as they navigate the skies of private aviation in this episode of Smart Money Simplified. They dive deep into the world of private jets, exploring everything from the unmatched convenience of … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/04/09/making-private-jet-travel-work-for-you-with-brent-wouters/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

April 2, 202532 min

Navigating Life’s Twists: The Path to Elite Wealth Stewardship with Ryan Reming (Ep.106)

What does it take to build a successful financial advisory career from the ground up while navigating life’s unpredictabilities and decisions? Join Brent Mekosh as he sits down with Ryan Reming, an elite advisor and associate partner at The Wealth Stewards. Ryan shares his journey from his early economics studies through the volatility post-financial crisis, … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/04/02/navigating-lifes-twists-the-path-to-elite-wealth-stewardship-with-ryan-reming-ep-105/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

March 26, 202548 min

Tariffs, Trade &#038; Trump: Canada vs. the U.S. with Kim GC Moody (Ep.105)

How is Canada’s approach to tariffs shaping its economic landscape? Join Brent Mekosh on Smart Money Simplified as he unpacks the complexities of tariffs and trade between the US and Canada with renowned Canadian tax expert Kim Moody, founder of Moody’s Private Client. Dive into a conversation brimming with insights, from the chaotic effects of … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/03/26/tariffs-trade-trump-canada-vs-the-u-s-with-kim-gc-moody/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

March 19, 202545 min

Beyond the Basics: Cutting-Edge Strategies for Portfolio Growth &#038; Risk Control with Joe Cortese. (Ep.104)

What makes some financial advisors stand out from the pack? It’s time to discover a unique approach to investment management and portfolio construction. Join Brent Mekosh as he teams up with Joe Cortese from Fiducient Advisors to discuss mastering risk management and improving investment strategies. They share lessons learned, how to incorporate AI in financial … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/03/19/beyond-the-basics-cutting-edge-strategies-for-portfolio-growth-risk-control-with-joe-cortese-ep-104/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

March 12, 202543 min

Why High Achievers Feel Empty &#038; What They Can Do About It with Andy Maurer (Ep.103)

What does it truly mean to pursue wholeness as a leader?  This week, Brent Mekosh chats with Andy Maurer, a leadership dynamics and emotional well-being professional. Discover how reconciling high performance with emotional connection can transform leadership and personal fulfillment. Brent and Andy also unravel the complexities of leadership isolation and the importance of emotional … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/03/12/why-high-achievers-feel-empty-what-they-can-do-about-it-with-andy-maurer-ep-103/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

March 5, 202536 min

Beyond the Bull Market: Smart Investment Moves for 2025 with Bill Tucker (Ep.102)

What does the future of investing look like in 2025? Brent Mekosh sits down with Bill Tucker on Smart Money Simplified to tackle the pressing issues shaping today’s financial landscape. From the growing risks of market concentration to innovative asset diversification strategies, this episode delivers key insights for investors navigating an uncertain economy. Brent and … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/03/05/beyond-the-bull-market-smart-investment-moves-for-2025-with-bill-tucker-ep-102/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

February 25, 202536 min

Inside Arizona’s Ultra-Luxury Real Estate Market with Caroline Van Arsdale (Ep.101)

What’s sparking the Arizona real estate market despite rising interest rates?  In this episode, Brent Mekosh sits down with Caroline Van Arsdale, a seasoned realtor from Silverleaf Realty, to unravel the dynamics of Arizona’s luxury real estate scene. From understanding the cash-rich high-end market to analyzing the motivations behind homeowners’ shifts due to economic and … <p class="read-more"><a class="btn btn-default" href="https://smart-money-simplified.blubrry.net/2025/02/25/real-estate-in-arizona-a-deep-dive-into-market-dynamics-with-caroline-van-arsdale-ep-101/"> Read More<span class="screen-reader-text"> Read More</span></a></p>

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