Many believe that the transition from a broker-dealer to a Registered Investment Advisor (RIA) space is deeply complex and risky, possibly jeopardizing client relationships. However, this move can actually open up a world of opportunities for personalized client service, technology advancement, and business model autonomy, This week, Brent Mekosh is joined by Nate Lenz, the …
Many believe that quality wine and philanthropy are paths that rarely cross. ONEHOPE Wine challenges this misconception head-on, proving that every sip can indeed contribute to a greater cause. This week on Smart. Money. Simplified, Brent Mekosh is joined by Kristen Shroyer, Co-Founder and Chief Impact Officer at ONEHOPE Wine. Together they uncork the journey …
Have you ever wondered how one dream can transform into a revolutionary product, changing industries from sports to law enforcement? This week on SMART MONEY. SIMPLIFIED, Brent Mekosh is joined by visionary inventor and entrepreneur Victor Mason, the CEO of PowerZone. Their discussion unfurls around Victor’s journey from conceiving an idea inspired by a dream …
How do changing financial landscapes impact global economies and individual investors? How can understanding economic trends lead to better-informed financial decisions? Listen in as Brent Mekosh speaks with Brad Rutan, Managing Director and Market Strategist at MFS Investment Management. This week, Brad covers the intricacies of bond markets, interest rates, and inflation while unveiling the …
Have you been considering a career change? Looking to turn your vision of entrepreneurship into a reality? Discover the considerations to take when transitioning to a new career path from someone who has already done it. Listen in as Brent Mekosh and his guests Justin Breen, founder and CEO of BrEpic, and Sarah Breen, COO …
Are you financially and emotionally prepared for life after selling your business? What strategies can you implement to design a life that aligns with your values and aspirations beyond business success? This week on SMART MONEY. SIMPLIFIED, Brent Mekosh speaks with Jerome Myers, America’s Leading Exit Authority and founder of Exodus, The Myers Development Group, …
What is good leadership? Do you have someone in your company whom you admire and believe embodies the qualities of a great leader? Dive into all things leadership and trust across various sectors, including the military, government, and business areas, with Brent Mekosh, Geoff Hudson-Searle, and Lieutenant Colonel Oakland McCulloch. Tune in as Oak recounts …
What are the implications of a royal family member’s health crisis on public discourse and media coverage? And when it comes to immigration, what are the challenges we face in creating compassionate and pragmatic policies? What do all these news articles on challenging times mean for our personal and financial growth? Consider how news stories …
What songs do you listen to that help you feel energized, excited, or loved? Do you think music can heal the mind? Join Brent Mekosh and his guest, Andrew Sossin, co-founder of Recovery Unplugged, as they discuss how music can positively impact personal well-being. Andrew unveils his transformative journey from the beats of the music …
Mental health struggles can often be overshadowed by the glitz of financial accomplishments. It’s time to bridge the gap between professional achievement and emotional well-being! In an effort to destigmatize mental health challenges, Brent Mekosh sits down with Mark Fujiwara, Director at Baird Private Wealth Management, who courageously shares his personal battles with depression and …