Tag: Wealth Management

FEATURE - USE THIS ONE
Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)

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

By |

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 funds, emphasizing their potential to enhance and stabilize financial portfolios.

Eric discusses:

  • The benefits of private investment exposure [00:10:20]
  • Understanding the family wealth preservation [00:11:52]
  • Innovations in private market accessibility [00:21:34]
  • Proteus’ role in democratizing investments [00:30:52]
  • And more

Connect with Brent Mekosh:

Connect with Eric Knauss:

About Our Guest:

Eric Knauss is the President and Chief Investment Officer at Proteus. He oversees Proteus’ overall direction, strategy, and operations, including all aspects of investment management from sourcing and selection to due diligence and monitoring. Mr. Knauss is also the lead on managing the Proteus Model Portfolios and Pools. With more than 40 years of experience in the investment management industry, Mr. Knauss began his career at Merrill Lynch and went on to hold leadership roles at T. Rowe Price, GenSpring Family Office, Lazard Wealth Management, and Sight Capital Advisors. Over the course of his career, Mr. Knauss has managed the asset allocation, portfolio construction and portfolio management of large family office and institutional investors on a discretionary basis and has successfully led the creation of two, de novo open architecture wealth advisory practices. He has significant experience in conducting investment manager due diligence and created one of the first after-tax performance reporting systems in the industry.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

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

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

By |

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, to becoming a key player at The Wealth Stewards. 

By tuning in, you’ll discover how Ryan transitioned through various roles and challenges, explaining why a personalized, client-first approach profoundly shapes one’s career and client relationships.

Key Discussion Points:

  • Ryan’s unexpected entry into finance and how a health scare shaped his career path [00:02:00] 
  • Pivoting in his career after an unmet succession plan and the importance of aligning personal values with professional goals [00:06:00] 
  • The transition from broker-dealer to RIA and how building a team culture enriched his professional life [00:11:00] 
  • Insights about technology’s evolving role in finance and how AI is reshaping client services [00:17:00] 
  • Ryan’s perspective on true financial planning versus traditional investment approaches [00:22:00] 
  • And more!

Connect with Brent Mekosh:

Connect with Ryan Reming:

About Our Guest:

With over a decade of experience as a trusted personal CFO, Ryan helps successful families manage their wealth, define their goals, and craft customized wealth strategies to support their long-term security. His expertise covers various life transitions, including business sales, retirement, purchasing dream homes, navigating the loss of loved ones, preparing children for affluence, and fostering community impact.

As lead advisor and associate partner, Ryan is integral to The Wealth Stewards’ operations, helping to enhance efficiency and improve the client experience. Actively involved in investment due diligence, he evaluates strategies to ensure they align with client objectives and the firm’s high standards. As part of the Investment and Marketing committees, he also collaborates with team members to strengthen investment strategies, messaging, and outreach.

Ryan’s dedication to wealth stewardship is rooted in hard work, integrity, and compassion — values instilled by his parents and grandparents. He finds the greatest fulfillment in building deep, meaningful relationships with the families he serves. By working with a select group of clients, he can truly understand their unique aspirations and help align their wealth with a greater purpose, maximizing personal fulfillment.

A Phoenix native, Ryan earned his bachelor’s degree in economics from Arizona State University. Now settled in his hometown with his wife and daughter, he cherishes family time. Outside of work, he enjoys playing and watching sports, expanding his extensive record collection, and attending concerts.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

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

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

By |

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 advising, forward-thinking insights, and actionable advice.

Key discussion points include:

  • Risk management strategies and unexpected market downturns [00:01:01]
  • Fiducient’s unique approach to portfolio construction and diversification [00:06:10]
  • The role of active and passive management in today’s financial markets [00:22:16]
  • The rising importance of alternative investments and AI integration [00:28:41]
  • Key differences that separate top financial teams from the rest [00:36:42]
  • And so much more!

Connect with Brent Mekosh:

Connect with Joe Cortese: 

About Our Guest:

Joe Cortese joined Fiducient Advisors in 2008. He provides investment consulting services to other financial advisory firms as one of the leaders of Fiducient Advisors’ Financial Institutions practice. Joe also provides consulting services to family offices, high net worth individuals and nonprofit organizations. He gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management.

Prior to joining the firm, Joe worked for Morgan Stanley’s Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research. Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a former member of UNICEF’s NextGen Junior Board and the University of Iowa’s J.P.E.C. Alumni Board, as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as President of the University of Chicago Booth School of Business Alumni Club of Chicago and as an elected member of River Forest School District 90 Board of Education.

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

FEATURE - USE THIS ONE
Beyond the Bull Market: Smart Investment Moves for 2025 with Bill Tucker (Ep.102)

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

By |

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 Bill discuss:

  • The fragility of stock market concentration and its potential implications for investors [00:02:56]
  • The rising importance of alternative investments in a changing financial environment [00:05:02]
  • Political and economic shifts shaping 2025, including tariffs and fiscal policies [00:06:48]
  • The impact of the Jobs Cut and Tax Act expiration on estate taxes and business planning [00:15:37]
  • Strategic diversification into international markets and small-cap stocks [00:28:48]

Unlock a wave of financial foresight as the episode dives into themes like the ‘Age of Alpha’ and the changing financial tides under the new administration. Perfect for entrepreneurs, seasoned investors, or anyone keen on understanding the evolving economy—this episode promises a wealth of knowledge wrapped in engaging dialogue. Tune in, stay informed, and prepare for a future full of financial possibilities.

🎧 Tune in now!

Connect with Brent Mekosh:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

FEATURE - USE THIS ONE
The AI Revolution and the Future of Wealth Management (Ep. 90)

The AI Revolution and the Future of Wealth Management (Ep. 90)

By |

The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

  • How AI is revolutionizing the financial services industry — and what it means for your business
  • Practical ways to use AI to enhance client relationships and maximize efficiency
  • Why organic growth still matters more than acquisitions in the financial industry
  • Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
  • The importance of balancing work and family while building a client-centered business
  • Actionable strategies to prepare your firm for the future of finance
  • And more!

Connect with Brent Mekosh:

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | RSS | More

Archives

Categories