SMART MONEY. SIMPLIFIED.

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

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

April 30, 2025 • 47 mins
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 …

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

April 23, 2025 • 38 mins
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 …

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

April 16, 2025 • 48 mins
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 …

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

April 9, 2025 • 44 mins
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 …

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

April 2, 2025 • 32 mins
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, …

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

March 26, 2025 • 48 mins
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 …

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

March 19, 2025 • 45 mins
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 …

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

March 12, 2025 • 43 mins
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 …

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

March 5, 2025 • 36 mins
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 …

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

February 25, 2025 • 36 mins
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 …

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Celebrating 100 Episodes of Smart Money Simplified With Eddy Augsten (Ep.100)

February 13, 2025 • 46 mins
How can the right processes transform your investment strategy and elevate client relationships? In this landmark 100th episode of Smart Money Simplified, Brent Mekosh explores this topic with special guest Eddy Augsten from Concurrent. Together, they delve into crafting cohesive investment frameworks and integrating institutional processes into wealth advisory practices. Tune in and gain an …

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Giving with Impact: The Power of Philanthropy with Ryan Corry (Ep. 99)

February 5, 2025 • 49 mins
What’s driving the spirit of community and kindness in your neighborhood?  Brent Mekosh has an enlightening conversation with Ryan Corry, the Chief Philanthropy Officer at St. Vincent de Paul. Ryan shares insights from his journey into philanthropy, illustrating how early volunteering led him to a lifelong commitment to service. Together, Brent and Ryan discuss the …

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Beyond Stocks and Bonds: Alternative Investing with John Hampton (Ep. 98)

January 16, 2025 • 39 mins
What makes alternative assets so valuable? Let’s find out with our latest guest! Brent Mekosh dives into an enlightening conversation with John Hampton, Executive Director at Campbell Corp, to uncover the fascinating world of alternative asset classes.  With 2022 and 2024 bringing unexpected market correlations and disruptions, Brent and John explore why diversifying beyond traditional …

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Shut the ! Up and Listen: The Power of True Connection with Matt Halloran (Ep. 97)

January 8, 2025 • 42 mins
What does it truly mean to listen, and how can it transform your personal and professional relationships? Brent Mekosh sits down with Matt Halloran, co-founder of ProudMouth, the company producing this very podcast, and a long-time advocate for effective communication. Their conversation weaves through the art of listening with depth—and how it can address the …

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Are We Already in World War III? Insights with Geopolitical Professional Semaj McDowell (Ep. 96)

December 18, 2024 • 55 mins
Are we on the brink of World War III, or are we already in it?  Many believe that a modern world conflict would heavily mimic those of the past, yet today’s global dynamics suggest a much more intricate design. Brent Mekosh and Semaj McDowell are here to clarify why the landscape is dramatically different this …

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Harvesting Returns: The Business Case for Regenerative Agriculture with Craig Wichner (Ep. 95)

December 11, 2024 • 42 mins
Can regenerative agriculture save the planet and your portfolio?  This week on Smart. Money. Simplified, Craig Wichner, Founder & Managing Partner of Farmland LP, reveals how transitioning from conventional farming to organic and regenerative practices is reshaping agriculture and creating stable, high-return investment opportunities. Craig conveys why healthier soil leads to healthier ecosystems—and stronger portfolios. …

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Digital Networks to Power Grids: Investing in Modern Infrastructure with Steve Pointer (Ep. 94)

December 4, 2024 • 35 mins
Infrastructure investments might be the stability boost your portfolio needs—are you ready? This week on Smart. Money. Simplified, Steve Pointer, Regional Director at Cantor Fitzgerald, explains why assets like power grids, water systems, and digital networks are redefining essential investments for today’s markets. Steve shares three key trends reshaping the landscape: Digital Transformation: Skyrocketing demand …

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Raising Resilient Kids: Parenting Strategies for Today’s Mental Health Crisis with Dr. Andrea Mata (Ep. 93)

November 28, 2024 • 41 mins
This week on Smart. Money. Simplified, Dr. Andrea Mata, clinical child psychologist and founder of BrightSpot Families, joins Brent Mekosh to unpack the teen mental health crisis while sharing practical strategies to help parents raise resilient, adaptable children. Dr. Mata highlights three critical areas reshaping parenting today: The Alarming Trends: Half of all lifetime mental …

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Peptides, Wellness, and the Fight Against America’s Health Crisis with Shiran Romero (Ep. 92)

November 19, 2024 • 46 mins
Ultra-processed foods.  Skyrocketing obesity rates.  A growing health crisis.  It’s time to ask: What can you do to fight back? This week on Smart. Money. Simplified, Brent Mekosh is joined by wellness professional Shiran Romero, who unveils powerful, science-backed strategies to transform your health.  Brent also opens up about his remarkable health journey, sharing how …

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How Global Tensions and National Debt May Shape Your Financial Future (Ep. 91)

November 5, 2024 • 35 mins
Global tensions may be more relevant to you than you realize—are you prepared? This week on Smart. Money. Simplified, Brent Mekosh shares some eye-opening takeaways from his recent trip to South Korea, where he saw the country’s booming economy, high-tech ports, and welcoming culture firsthand.  (A visit to the DMZ was a stark reminder of …

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