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 …
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 …
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. …
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 …
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 …
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 …
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 …