SMART MONEY. SIMPLIFIED.

Brent Mekosh

Welcome to Smart. Money. Simplified with Brent Mekosh from The Wealth Stewards. In this podcast, Brent discusses some of the most important and interesting topics of the day as they relate to finance, the economy, and beyond. The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of The Wealth Stewards or Concurrent Investment Advisors. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. read less

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Peptides, Wellness, and the Fight Against America’s Health Crisis with Shiran Romero (Ep. 92)

Peptides, Wellness, and the Fight Against America’s Health Crisis with Shiran Romero (Ep. 92)

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 … Read More Read More

Episodes

Peptides, Wellness, and the Fight Against America’s Health Crisis with Shiran Romero (Ep. 92)

Peptides, Wellness, and the Fight Against America’s Health Crisis with Shiran Romero (Ep. 92)

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 … Read More Read More

How Global Tensions and National Debt May Shape Your Financial Future (Ep. 91)

How Global Tensions and National Debt May Shape Your Financial Future (Ep. 91)

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 … Read More Read More

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

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

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 … Read More Read More

Leadership Lessons with Coach Matthew Mitchell (Ep. 89)

Leadership Lessons with Coach Matthew Mitchell (Ep. 89)

Leadership isn’t just about giving orders. It’s about inspiring, guiding, and sometimes, learning from everyone around you. Are you ready to elevate your leadership game and drive your team to new heights? This week on Smart. Money. Simplified, Brent Mekosh welcomes Matthew Mitchell, the winningest coach in the history of the University of Kentucky Women’s … Read More Read More

Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

Revolutionizing Finance: How AI is Shaping Investment Strategies with Ravi Koka (Ep. 88)

AI has exploded into our lives, moving from theoretical to practical applications in record time. Remember the days when Siri was clunky and unreliable? Now, AI tools like ChatGPT are seamlessly integrated into our workflows, offering unprecedented capabilities. This week on Smart. Money. Simplified, Brent Mekosh dives into the world of artificial intelligence with serial … Read More Read More

Avoiding Regret: How to Plan Your Business Exit with Geoff Eliason (Ep. 87)

Avoiding Regret: How to Plan Your Business Exit with Geoff Eliason (Ep. 87)

Did you know that over 70% of business succession efforts fail, and even successful entrepreneurs often regret their decisions a year later? This week on Smart. Money. Simplified, Brent Mekosh sits down with Geoff Eliason from SDR Ventures to delve into the critical aspects of business succession planning, the importance of having a coordinated team, … Read More Read More

From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

Are you part of the 70% of business owners who struggle with ensuring the long-term growth and sustainability of their company? This week, Brent Mekosh and David Yap explore David’s transformative journey from almost becoming a Catholic priest to leading as the Vice President and Chief Revenue Officer at TRIUNE Health Group. Tune in as … Read More Read More

The Power of Stories in Shaping Economics and Society with Bill Tucker (Ep. 85)

The Power of Stories in Shaping Economics and Society with Bill Tucker (Ep. 85)

Contrary to popular belief, the media isn’t just about news — it’s about shaping our entire worldview. Are you ready to uncover the evolving landscape of journalism in these tumultuous times? Brent Mekosh sits down with award-winning journalist Bill Tucker to delve into the intricacies of contemporary media, its accountability, and the profound impact of … Read More Read More

Who Holds the Truth: Citizen Journalism vs. Mainstream Media with David Martin (Ep. 84)

Who Holds the Truth: Citizen Journalism vs. Mainstream Media with David Martin (Ep. 84)

It’s ironic, but the place you go to for the latest news might be shaping reality more than you think. What is ‘citizen journalism?’ How does it compare to mainstream media? This week on Smart. Money. Simplified, Brent Mekosh dives into the trust crisis between mainstream media and citizen journalism with guest David Martin. Tune … Read More Read More

Understanding the Value of Precious Metals with Pete Thomas (Ep. 83)

Understanding the Value of Precious Metals with Pete Thomas (Ep. 83)

Despite what many financial advisors overlook, recent market trends show that precious metals like gold and silver are far from being relics of the past. Are precious metals the key to securing your financial future? This week on Smart. Money. Simplified, Brent Mekosh dives deep into the often-overlooked world of precious metals with gold expert … Read More Read More

Here’s What Rising Mortgage Rates Mean For Homebuyers with Kim Harris (Ep. 82)

Here’s What Rising Mortgage Rates Mean For Homebuyers with Kim Harris (Ep. 82)

What do rising mortgage rates and low housing inventory mean for your largest investment? How are rising mortgage rates reshaping the housing market today? This week on Smart. Money. Simplified, Brent Mekosh sits down with Kim Harris, Real Estate Lending Manager at Colorado Credit Union, to discuss the current state of the mortgage market. From … Read More Read More

Optimizing Life: Blake Jones on Health, Fitness, and Wellness (Ep. 81)

Optimizing Life: Blake Jones on Health, Fitness, and Wellness (Ep. 81)

Are you ready to transform your health and optimize your performance in all aspects of life? Brent Mekosh sits down with Blake Jones, a former nurse turned personal trainer, to discuss the importance of prioritizing health and wellness, even amidst life’s hectic schedules and stress. Tune in as Blake unveils his personal journey from dealing … Read More Read More

Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane

Are you curious about how technology is revolutionizing public safety and law enforcement? In this milestone episode, Brent Mekosh welcomes Steve Seoane, Senior Vice President and General Manager of Oracle State and Local Government, to discuss the evolving landscape of public safety technology. They explore the challenges experienced by law enforcement, the advancements made by … Read More Read More

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79)

Many believe that the broker-dealer channel and the Registered Investment Advisor (RIA) space are the same, but this couldn’t be further from the truth. The real difference lies in their core focus — while one is geared toward sales, the other is deeply rooted in advice, impacting your investment journey vastly. Brent Mekosh walks you … Read More Read More

Unlocking Human Potential: How Jiu-Jitsu Shapes Character and Mindset with Adam Ideson (Ep. 78)

Unlocking Human Potential: How Jiu-Jitsu Shapes Character and Mindset with Adam Ideson (Ep. 78)

Did you know that the principles of jiu-jitsu not only apply to martial arts but can also transform your approach to personal and financial growth? Through discipline, continuous improvement, and strategic planning, the art of jiu-jitsu mirrors the pathway to achieving financial success. This week on Smart. Money. Simplified, Brent Mekosh sits down with Adam … Read More Read More

Exploring the RIA Space with Nate Lenz (Ep. 77)

Exploring the RIA Space with Nate Lenz (Ep. 77)

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 … Read More Read More

True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76)

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 … Read More Read More

Dream Big: Transforming Vision into Market Leading Products with Victor Mason (Ep. 75)

Dream Big: Transforming Vision into Market Leading Products with Victor Mason (Ep. 75)

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 … Read More Read More

The Impact of Financial Landscapes on Global Economies with Brad Rutan (Ep. 74)

The Impact of Financial Landscapes on Global Economies with Brad Rutan (Ep. 74)

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 … Read More Read More

The BrEpic Transformation: Embracing Change in Careers and Relationships with Justin & Sarah Breen (Ep. 73)

The BrEpic Transformation: Embracing Change in Careers and Relationships with Justin & Sarah Breen (Ep. 73)

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 … Read More Read More