Smart Money Circle

My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in assets under management. Heather helps her clients live a full life by understanding her client's goals and what a full life means to them. Armed with that knowledge, she builds a sound long-term plan. After all that is accomplished, she builds an investment strategy to...

My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundamental investor and he does an excellent job explaining his process. John also shares 5 timeless metrics you can use to find undervalued stocks in just about any publicly traded market in the world!

My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B in assets under management. Joe tells you how to find income and gives you timeless lessons he's learned along the way... 

My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets under management. Validea runs strategies from the greatest investors in history. 

My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells you how to build a disciplined and balanced portfolio with ETFs.

Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under management. Justin is a long-term value investor that buys businesses, not stocks. He looks for the following criteria and likes buying sound businesses: Profitable  –  Earnings are growing Clean balance sheets – Company has little to no debt Capable management teams - Inv...

My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He shares a lot of great timeless lessons and tells you the true driver of returns. This is a great interview packed with a lot of timeless advice. Rick also tells you how some people create risk by trying to avoid it and what to do about it. Rick can be reached at: ParsecFinancial.c...

My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion over his career. Steve looks for extreme dislocations and shares how he generates Unmistakable Alpha (TM).  Steven Grey Managing Principal Grey Value Management Contact Info: 561-328-9075 steven@greyvm.com https://www.greyvm.com/

My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under management. Lauren shares how she preserves and grows her client’s capital with proper asset allocation and incorporating alternative investments. Lauren’s Contact Information: Email: lrf@Gries.com Phone: 216 861-1148

My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 million in assets under management. Carl shares his investment strategy and what he has learned from Yale to Wall Street and being a 5th generation investor. Listen to the show and learn Carl’s criteria for finding 5-star companies!  Website: www.scholtzandco.com Email: cscholtz@...

Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in assets under management. Russ also manages the Tarkio Fund (Ticker: TARKX). Russ shares some great timeless investing advice from Benjamin Graham, Warren Buffett, and Phil Fisher. Russ tells you what he looks for and shares the best advice he has ever given or received on t...

My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some timeless uncommon cents investing lessons that you don't want to miss.  Sheena can be reached: Phone: 608-563-2437  Website: www.uncommoncentsinvesting.com

Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under management. Today's episode explains why founders sell to private equity firms, the value private equity provides in the market, and how patience is one of the most under-rated assets in any business. Ohh, and Sean will tell you why, "this time is not different." 

Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 million in assets under management (AUM). Ryan started in the mail room at one of the biggest investment firms in the country and now has his own firm and shares his remarkable story!  Ryan can be reached at: Website: https://kc-roi.com/ Here are a few notes from the show: Ry...

My guest today is Kevin Conard, CRPC® CEO at The Retirement Planning Group with approximately $900 million in assets under management. Kevin started with $23 million in 2004 and built his firm to $900 million by 2019! Learn how Kevin plays the game, plans for retirement and defines risk differently than his peers.  Kevin can be reached at: Website: https://www.planningretirements.com/  

Today's guest is Scott D. Martin, Chief Investment Officer, at Kingsview Wealth Management with $1.6 billion in assets under management.  Scott is a Certified Investment Management Analyst (CIMA®), and is a Fox News Contributor. Scott does a lot of work with cycles, and uses a fundamental, tactical, and macro strategy. Scott addresses many important (and timeless) lessons in this episode. &nb...

My guest today is Tim Mitrovich, CEO/Chief Investment Officer, at TEN Capital Wealth Advisors in Washington State.  Ten Capital is one of the fastest growing RIAs on the West Coast with approximately $450 million in assets under management (AUM). Contact: Phone: 509.325.2003 Website: https://www.tencapital.com/

My guest today is Sean Miller, President, Portfolio Manager, at Miller Asset Solutions. Sean previously managed over $400M in AUM and is here to share some timeless wisdom with you. Sean is a long-term fundamental investor who has a knack for keeping things simple and finding under-valued assets.  Learn how he "keeps running" and hunts for new ideas. Sean's Contact Info: Phone: 434-825-0000 E...

My guest today is Eric Cadogan, Senior Dealer, at AMP Capital with $140 billion in AUM worldwide.  This is a great episode packed with timeless investing advice that you don't want to miss! Eric Cadogan can be reached via his LinkedIN page.

Today's guest, Tim Call, manages $450 million and is the President and Chief Investment Officer at The Capital Management Corporation.  Tim is a long-term investor and shares some timeless advice with you about how to find G.A.R.P. stocks ( G rowth A t a R easonable P rice). Tim also shares some timeless investment advice, what mistakes to avoid, how to diversify your portfolio and how to use...

In this episode, Dan Moskowitz, CFP® & President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour.  Dan can be reached at: Phone Num...

Attention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest: Dave Sather, President at Sather Financial Group. Dave talks about the importance of separating a company from its stock and teaches you how to analyze a company like Warren Buffett.  Dave talks about cash flow, Debt, Return on Equity, and how leverage c...

In this episode, Stephen A. Hartel, AIF® Wealth Advisor and Accredited Investment Fiduciary® at Trilogyfs.com with over $2B AUM, shares some timeless lessons and the "Best" advice he has received over the years.  Stephen Can Be Reached At:  P: (303) 300-3323 x5221 | F: (303) 872-6598 |  or  www.trilogyfs.com/stevehartel

In this show, you will learn how Stephen views/manages risk, learn how he got started in the business and learn about his investment strategy.  Stephen is driven to help people become intellectually wealthy and he shares some priceless lessons that can help any investor get ahead.  Stephen can be reached at:  Stephen A. Hartel Phone: (303) 300-3323 x5221 Website: www.trilogyfs.com/s...

This is the second part of Brian Chastain's interview. Brian is the CIO & PARTNER CFO4 life which manages $1.5B AUM.  In this episode, Brian gives RIAs timeless advice he has learned growing his firm from $13M AUM to $1.5B in 20 years!  To Contact Brian visit: https://www.mycfo4life.com