Episodes

  • Navigating Volatile Markets: A Conversation with Vince Lorusso (Ep. 110)

    Navigating Volatile Markets: A Conversation with Vince Lorusso (Ep. 110)
    Apr 30 2025
    What’s the future of ETFs in a transforming global economy? Join Brent Mekosh as he welcomes Vince Lorusso, the president and CEO of Clough Capital Partners, to explore the shifting landscapes of ETFs and financial markets. Delve into Vince’s personal industry journey, the evolution of Clough Capital, and his insights on dynamic market changes. Unravel …

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

    Why the Smartest Families Invest Differently with Eric Knauss. (Ep.109)
    Apr 23 2025
    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 …

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    38 mins
  • How Venture Capital Meets Philanthropy with Amy Armstrong (Ep.108)

    How Venture Capital Meets Philanthropy with Amy Armstrong (Ep.108)
    Apr 16 2025
    How can venture capital strategies transform the nonprofit world? Brent Mekosh sits down with Amy Armstrong, CEO of Social Venture Partners Arizona, to explore the synergy between business acumen and charitable initiatives. They discuss the significance of multi-year giving and trust-based philanthropy, emphasizing the profound impact these approaches can have on supporting charitable endeavors. Top …

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    49 mins
  • Making Private Jet Travel Work for You with Brent Wouters (Ep.107)

    Making Private Jet Travel Work for You with Brent Wouters (Ep.107)
    Apr 9 2025
    What makes private aviation more accessible and appealing today than ever before? Join host Brent Mekosh and special guest Brent Wouters, CEO of JetLinx, as they navigate the skies of private aviation in this episode of Smart Money Simplified. They dive deep into the world of private jets, exploring everything from the unmatched convenience of …

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    45 mins
  • 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)
    Apr 2 2025
    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, …

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    32 mins
  • Tariffs, Trade & Trump: Canada vs. the U.S. with Kim GC Moody (Ep.105)

    Tariffs, Trade & Trump: Canada vs. the U.S. with Kim GC Moody (Ep.105)
    Mar 26 2025
    How is Canada’s approach to tariffs shaping its economic landscape? Join Brent Mekosh on Smart Money Simplified as he unpacks the complexities of tariffs and trade between the US and Canada with renowned Canadian tax expert Kim Moody, founder of Moody’s Private Client. Dive into a conversation brimming with insights, from the chaotic effects of …

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    48 mins
  • 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)
    Mar 19 2025
    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 …

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    46 mins
  • Why High Achievers Feel Empty & What They Can Do About It with Andy Maurer (Ep.103)

    Why High Achievers Feel Empty & What They Can Do About It with Andy Maurer (Ep.103)
    Mar 12 2025
    What does it truly mean to pursue wholeness as a leader? This week, Brent Mekosh chats with Andy Maurer, a leadership dynamics and emotional well-being professional. Discover how reconciling high performance with emotional connection can transform leadership and personal fulfillment. Brent and Andy also unravel the complexities of leadership isolation and the importance of emotional …

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    43 mins