SMART MONEY. SIMPLIFIED.
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.
Episodes
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. Unrav...
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 funds, emphasizing their potential ...
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 o...
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 bypass...
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 crisi...
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...
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 fina...
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 co...
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,...
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...
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