Episodes

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 David shares his 13-year stint in the seminary, his thoughts on true freedom and spirituality, and how these experiences shape his approach to business and life. ...

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. Bill shares his views on the media’s role in holding power to account and the stark interactions between economi...

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 citizen-driven media impacts our perception of reality and the role digital platforms like X (formerly Twitt...

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 significance and current relevance of gold and silver, especially in light of recent global economic ...

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 brings over two decades of experience to shed light on these critical issues. So, listen in as Brent ...

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 crisis in the ICU, to helping professionals and entrepreneurs achieve holistic health through personalized pl...

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 vision for a more efficient and effective public safety system. Talking points include: Introduction ...

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 world to becoming a Registered Investment Advisor (RIA) in this week’s episode of Smart. Money. Simplified. Lis...

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 practitioner and an entrepreneur shaping lives through martial arts. Tune in and discover how the principles o...

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 explore the significant advantages this change can bring to your financial planning. Brent and Nate d...

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 powerful force for global change. Tune in and explore Kristen’s entrepreneurial adventure in the wine...

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 innovative products to the market. Tune in as they also reflect on the intersections of invention, entrepreneurshi...

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 profound influence these factors have on economic landscapes and investment strategies. Brent and Brad d...

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 fields to create a powerful network, BrEpic. From Justin’s background in journalism and marketing to...

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 recounts his transition from corporate life to a period of deep self-reflection and the subsequent discover...

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 leaders during his military deployment while Geoff reveals the need for integrity and accountability in lead...

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 issues impact our view of the world with Brent Mekosh in this week’s episode of SMART MONEY. SIMPLIFIED. L...

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 where melodies become therapy for addiction and mental health. Episode talking points include: Music’s ...

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. This episode offers listeners a unique perspective on the intersection of mental health and financial s...

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 underlying reasons for health concerns and the role of technological advancements in early diagnosis. Lisa d...

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 wife of a driven entrepreneur and the mom of three entrepreneurs in the making. Listen in as they explore th...

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, inflation, and interest rates How the debt refinancing in 2024 may impact the Fed’s actions The potential i...

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 businesses. Carol explores the unequal treatment of small businesses compared to big corporations while also giving some ...

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 between the economy and financial markets while addressing the challenges of our current financial syst...