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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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

Episodes

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

Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72)

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, … Read More Read More

Rethinking What Leadership Means with Geoff Hudson-Searle and Lieutenant Colonel Oakland McCulloch (Ep. 71)

Rethinking What Leadership Means with Geoff Hudson-Searle and Lieutenant Colonel Oakland McCulloch (Ep. 71)

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 … Read More Read More

Global Events and Growth Mindset: Navigating Uncertainty with Brent Mekosh (Ep. 70)

Global Events and Growth Mindset: Navigating Uncertainty with Brent Mekosh (Ep. 70)

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 … Read More Read More

Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69)

Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69)

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 … Read More Read More

From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68)

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 … Read More Read More

Beyond Sickcare: Achieving Longevity Through Functional Medicine & Early Detection with Lisa Brooking (Ep. 67)

Beyond Sickcare: Achieving Longevity Through Functional Medicine & Early Detection with Lisa Brooking (Ep. 67)

Have you considered planning your health care the same way you plan your long-term financial care? Setting up preventative measures and early testing could help avoid major health problems in the future. This week, Brent Mekosh speaks with Lisa Brooking, CEO of Healthcode Medical, to explore the difference between sick care and health care. They … Read More Read More

Visionaries at Work, Partners at Home: The Entrepreneur’s Guide to a Successful Marriage with Rachel Lebowitz (Ep. 66)

Visionaries at Work, Partners at Home: The Entrepreneur’s Guide to a Successful Marriage with Rachel Lebowitz (Ep. 66)

The entrepreneurial lifestyle can be thrilling, but it also brings unique challenges to a marriage. Whether you’re an entrepreneur yourself or married to one, it can be a struggle to navigate the complex relationship dynamics that come with it. In this episode, Brent Mekosh speaks with Rachel Lebowitz, a Professional EOS Implementer®️, speaker, and author … Read More Read More

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65)

2023 has been a remarkably eventful year, marked by dynamic shifts in financial markets, economic events, and political developments. Join Brent Mekosh as he shares his insights into the key highlights of this period, including crucial conversations taking place among clients. What’s to come for 2024? Brent shares his outlook, too! Brent discusses: Recent trends … Read More Read More

Debt Dilemmas, Pandemic Policies, and the Future of Money with Carol Roth (Ep. 64)

Debt Dilemmas, Pandemic Policies, and the Future of Money with Carol Roth (Ep. 64)

Curious about how the government’s pandemic response impacted small businesses? What are the lasting impacts of the Federal Reserve’s market interventions and mounting debts? Join Brent Mekosh and his guest Carol Roth, a Recovering Investment Banker as well as an author and media figure, as they dive into the government’s response to the pandemic and … Read More Read More

Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

You’ve heard about Bitcoin and cryptocurrency on the news and through social media. But what about its application in your financial portfolio? What role does it play in investments, both personally and worldwide? Explore the exciting world of Bitcoin and cryptocurrencies with Brent Mekosh and guest Natalie Brunell, the host of the Coin Stories Podcast. … Read More Read More

Psychedelic Frontiers in Medicine: Dr. Quinn Snyder on Ketamine’s Promise (Ep. 62)

Psychedelic Frontiers in Medicine: Dr. Quinn Snyder on Ketamine’s Promise (Ep. 62)

How could alternative therapies like ketamine shape the future of medical treatments, especially mental health care? The word psychedelics may have brought a different image to mind a few years ago, but what could it do for the future? This week on SMART MONEY. SIMPLIFIED, Brent Mekosh and Dr. Quinn Snyder, Chief Medical Officer at … Read More Read More

The Importance of Your Personal Style in Making a First Impression with Omor Okagbare (Ep. 61)

The Importance of Your Personal Style in Making a First Impression with Omor Okagbare (Ep. 61)

You only have one chance to make a good first impression on your clients. How can upping your personal style create a better image of yourself? In this episode, Brent Mekosh explores the importance of personal style and presentation in professional settings with Omor Okagbare, a personal stylist at Nordstrom’s Fashion Square in Scottsdale. Tune … Read More Read More

Navigating the Fatherhood Journey with Tyler Graham (Ep. 60)

Navigating the Fatherhood Journey with Tyler Graham (Ep. 60)

The approach you take when raising your children may vary based on their unique personalities and traits, but how can you be sure you’re raising them according to their needs? Let’s discover how Tyler Graham’s Burn Untamed framework is helping fathers find the answer. In this episode, Tyler joins Brent Mekosh to explore the challenges … Read More Read More

Retrain Your Brain for Greater Longevity & Quality of Life with Bill McManus (Ep. 59)

Retrain Your Brain for Greater Longevity & Quality of Life with Bill McManus (Ep. 59)

What are the financial implications of cognitive decline, such as Alzheimer’s and dementia? What proactive steps can you take to safeguard your longevity and cognitive well-being? Join Brent Mekosh and guest Bill McManus from Hartford Funds as they discuss the importance of maintaining good health and a positive outlook on aging. Brent and Bill emphasize … Read More Read More

Navigating Global Tensions: An Insightful Journey across Ukraine, Russia, the Middle East, and Africa with Semaj McDowell (Ep. 58)

Navigating Global Tensions: An Insightful Journey across Ukraine, Russia, the Middle East, and Africa with Semaj McDowell (Ep. 58)

How do developments between Africa and Russia influence global politics? What unseen forces drive these geopolitical tensions? How can cautious realism guide us through these intricate global politics and uncertainties? Find out in this week’s episode of SMART MONEY. SIMPLIFIED as Brent Mekosh interviews geopolitical risk practitioner, podcast host, and published author Semaj McDowell. Semaj … Read More Read More