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, …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …