Brent Mekosh
SMART MONEY. SIMPLIFIED.
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 see...
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Author
Brent Mekosh
Category
Podcast website
Latest episode
Apr 30, 2025
Where to listen?
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Episodes
The Power of Stories in Shaping Economics and Society with Bill Tucker (Ep. 85) 07.08.2024 59:19
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 economic stories on our lives....
Who Holds the Truth: Citizen Journalism vs. Mainstream Media with David Martin (Ep. 84) 24.07.2024 46:38
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 in as they explore how the disparity between mainstream and...
Understanding the Value of Precious Metals with Pete Thomas (Ep. 83) 17.07.2024 52:19
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 Pete Thomas. Together, they explore the historical...
Here’s What Rising Mortgage Rates Mean For Homebuyers with Kim Harris (Ep. 82) 02.07.2024 32:52
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 rising interest rates to housing affordability, Kim...
Optimizing Life: Blake Jones on Health, Fitness, and Wellness (Ep. 81) 24.06.2024 47:08
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 with pre-diabetes at 10, battling the COVID-19 cr...
Episode 80 Special: Leveraging AI to Transform Public Safety with Oracle’s Steve Seoane 12.06.2024 47:22
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 Oracle, and the v...
Our Firm’s Evolution: From Broker-Dealer to RIA (Ep. 79) 29.05.2024 27:38
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 through their strategic move from the broker-dealer worl...
Unlocking Human Potential: How Jiu-Jitsu Shapes Character and Mindset with Adam Ideson (Ep. 78) 22.05.2024 46:19
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 Ideson, a seasoned jiu-jitsu practitio...
Exploring the RIA Space with Nate Lenz (Ep. 77) 16.05.2024 39:38
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 CEO of Concurrent, to...
True Entrepreneurship: Scaling a Business for Meaningful Impact with Kristen Shroyer (Ep. 76) 09.05.2024 37:37
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 of turning a passion for wine into a...
Dream Big: Transforming Vision into Market Leading Products with Victor Mason (Ep. 75) 25.04.2024 47:08
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 to bringing complex and innova...
The Impact of Financial Landscapes on Global Economies with Brad Rutan (Ep. 74) 27.03.2024 47:43
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 prof...
The BrEpic Transformation: Embracing Change in Careers and Relationships with Justin & Sarah Breen (Ep. 73) 20.03.2024 45:19
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 of BrEpic, share their backgrounds and how they transitioned from divergent...
Beyond the Sale: Finding Purpose After Exiting Your Business with Jerome Myers (Ep. 72) 13.03.2024 46:01
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, and Dream Catchers. Jerome recoun...
Rethinking What Leadership Means with Geoff Hudson-Searle and Lieutenant Colonel Oakland McCulloch (Ep. 71) 28.02.2024 48:20
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 his observations of self-serving leader...
Global Events and Growth Mindset: Navigating Uncertainty with Brent Mekosh (Ep. 70) 21.02.2024 37:51
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 such as King Charles’ diagnosis and immigration...
Music Therapy To Address Addiction and Mental Health with Andrew Sossin (Ep. 69) 14.02.2024 42:21
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 industry to the heart of co-founding a revolutionary center whe...
From Wealth to Well-being: An Inspiring Journey with Mark Fujiwara (Ep. 68) 07.02.2024 43:28
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 anxiety. Th...
Beyond Sickcare: Achieving Longevity Through Functional Medicine & Early Detection with Lisa Brooking (Ep. 67) 31.01.2024 41:37
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 highlight the importance of pinpointing the underly...
Visionaries at Work, Partners at Home: The Entrepreneur’s Guide to a Successful Marriage with Rachel Lebowitz (Ep. 66) 17.01.2024 39:35
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 who also describes herself as the...
2023 Debrief and Expectations for 2024 with Brent Mekosh and Bill Tucker (Ep. 65) 21.12.2023 39:03
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 in equities, fixed income, inflati...
Debt Dilemmas, Pandemic Policies, and the Future of Money with Carol Roth (Ep. 64) 13.12.2023 54:12
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 how it has affected small bus...
Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63) 06.12.2023 54:58
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. This week, they dive into the disconnect bet...
Psychedelic Frontiers in Medicine: Dr. Quinn Snyder on Ketamine’s Promise (Ep. 62) 29.11.2023 46:28
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 Daytryp Health, explore the promising role of psychedelics in med...
The Importance of Your Personal Style in Making a First Impression with Omor Okagbare (Ep. 61) 22.11.2023 37:34
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 in as Omor shares his journey from starting at...
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