Month: February 2025

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

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

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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 inside look at scaling up your practice, the significance of emotional detachment in the investment process, and how alternative investments can reshape future RIAs. Discover innovative strategies that promise to make your practice more resilient and client-focused.

Eddy discusses:

  • [06:34] Establishing a successful formal investment process 
  • [09:09] Differences in managing institutional clients vs. high net-worth families
  • [21:14] The growing role of alternative investments and private markets
  • [32:36] Enhancing portfolio performance through tax efficiency and direct indexing
  • And more

Connect With Eddy Augsten:

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About Our Guest:

Eddy Augsten, CIMA, CAIA, MSF, is the Managing Director of Investments at Concurrent, where he leads a small, driven team dedicated to supporting independent financial advisors through funding, technology, and community.

Before joining Concurrent, he founded WealthEngage, gaining valuable experience as an entrepreneur and CIO. This background provides him with deep insight into his current role, allowing him to collaborate effectively with RIAs. His team remains highly attuned to the needs of independent advisors, helping them serve their clients, compete with larger financial institutions, and grow their practices to their desired scale.

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

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

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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 organization’s mission to feed, clothe, house, and heal, detailing their expansive services like medical and dental clinics and transitional housing programs aimed at restoring stability for their clients.

Brent and Ryan discuss:

  • The interconnected world of philanthropy and financial planning [00:02:18]
  • The founding and mission of St. Vincent de Paul [00:06:19]
  • Successful strategies for tackling homelessness [00:15:15]
  • The innovative ‘Angels on Call’ app and its impact [00:30:59]
  • Charitable giving, tax credits, and community engagement [00:26:42]
  • And more

Connect With Ryan Corry:

Connect with Brent Mekosh:

About Our Guest:

Ryan Corry is a dedicated nonprofit leader passionate about connecting those in need with those willing to help. During his decade of leadership at St. Vincent de Paul, he helped expand the organization’s reach nearly fivefold, strengthening efforts to feed, clothe, house, and heal the community.

Driven by curiosity, Ryan focuses on creating value for others, forging strong partnerships, and inspiring people to find joy and meaning in service. He firmly believes that more people can give than need help—and his mission is to facilitate those connections.

To scale this impact, he founded Southwest Philanthropy Partners, equipping fundraisers and nonprofit professionals with the tools, strategies, and systems to raise more money, serve donors better, and find fulfillment in their work. By supporting fundraisers—the brokers of community good—Ryan empowers them to create lasting change and build a stronger, more generous society.

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