Cover image of Smart Money Circle

Smart Money Circle

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter inves... Read more

Ranked #1

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The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM

The True Driver Of Returns with Rick Manske, CEO, Parsec Financial with $2.7 billion in AUM

My guest today is Rick Manske, CEO, of Parsec Financial with approximately $2.7 billion in assets under management. He s... Read more

11 Dec 2019

43mins

Ranked #2

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How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM

How To Live A Full Life With Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Billion in AUM

My guest today is Heather Locus, CPA, CFP®, CDFA®, Owner, National Divorce Practice Group Leader, at BDF with over $4 Bi... Read more

5 Feb 2020

34mins

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Ranked #3

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How To Find 5-Star Stocks With Carl H. Scholtz

How To Find 5-Star Stocks With Carl H. Scholtz

My guest today is Carl H. Scholtz, CFA who is a Portfolio Manager at Scholtz & Company with approximately $250 milli... Read more

20 Nov 2019

34mins

Ranked #4

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How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management

How To Find A Distinct Advantage When Investing With Russ Piazza President & CIO Front Street Capital Management

Today's guest is Russ Piazza, President & CIO, at Front Street Capital Management with approximately $500 million in... Read more

19 Nov 2019

46mins

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Ranked #5

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How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion

How To Find Extreme Dislocations and Generate Unmistakable Alpha With Steve Grey - $1.5 Billion

My guest today is Steven Grey, Manager Principal at Grey Value Management who has helped oversee nearly $1.5 billion ove... Read more

2 Dec 2019

26mins

Ranked #6

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Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger

Forget R.O.I., Focus on I.O.R. & Informed Simplicity With Ryan Krueger

Today's guest is Ryan Krueger, Co-Founder & CEO, of Kruger and Catalano an independent RIA in Houston TX with $400 m... Read more

11 Nov 2019

1hr 1min

Ranked #7

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Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager

Invest in Businesses, Not Stocks With Justin E. Deutsch, a $250 Million Money Manager

Justin E. Deutsch, Portfolio Manager,  at Weybosset Research & Management with $250 million in assets under manageme... Read more

9 Jan 2020

28mins

Ranked #8

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How To Preserve & Grow Your Money With Lauren Rich Fine

How To Preserve & Grow Your Money With Lauren Rich Fine

My guest today is Lauren Rich Fine, CFA & Partner at Gries Financial Partners with $650 million in assets under mana... Read more

25 Nov 2019

22mins

Ranked #9

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Uncommon Cents Investing With Sheena Hanson CFP®

Uncommon Cents Investing With Sheena Hanson CFP®

My guest today is Sheena Hanson, CFP® and Principle at Uncommon Cents Investing with $210M AUM. Sheena gives you some ti... Read more

18 Nov 2019

17mins

Ranked #10

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The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M

The Value Private Equity Firms Provide With Sean Barrette Partner at L Squared $550M

Today's guest is Private Equity Investor and Partner, Sean Barrette, at L Squared with $550 million in assets under mana... Read more

13 Nov 2019

26mins

Ranked #11

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Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion

Lessons & Mistakes From The Greatest Investors In History With Justin Carbonneau Who’s Firm Has Managed Up To $1 Billion

My guest today is Justin Carbonneau at Validea Capital Management who’s firm has managed up to $1 Billion in assets unde... Read more

15 Jan 2020

24mins

Ranked #12

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The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager

The Hunt For Income With Joe Bozoyan, A $5.5 Billion Money Manager

My guest today is Joe Bozoyan, CFA & Portfolio Manager, at Manulife Investment Management with approximately $5.5B i... Read more

22 Jan 2020

24mins

Ranked #13

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How This ETF Strategist Manages Assets For RIAs...

How This ETF Strategist Manages Assets For RIAs...

My guest today is David Clark, President, at Astoria Portfolio Advisors with $320 million in total assets. David tells y... Read more

14 Jan 2020

33mins

Ranked #14

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Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion

Long-Term Value Investing With John Buckingham - The Firm Managers Over $5.5 Billion

My guest today is John Buckingham, Chief Investment Officer, at AFAM, A division of The Kovitz Investment Group with ove... Read more

6 Feb 2020

42mins

Ranked #15

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5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM

5 Timeless Metrics You Can Use To Find Undervalued Stocks With John Suddeth, With $800 AUM

My guest today is John Suddeth, Founding Principal, at Naples Global Advisors with about $800 AUM. John is global fundam... Read more

3 Feb 2020

38mins

Ranked #16

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Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUM

Change-Based Investing & Finding Mispriced Stocks With Ken Crawford $2.5B AUM

My guest today is Ken Crawford, Senior Portfolio Manager, at Argent Capital Management with $2.5 billion in assets under... Read more

12 May 2020

38mins

Ranked #17

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How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg Werlinich

How A Stock's Sector & Story Can Help You Become A Better Long-Term Investor With Greg Werlinich

My guest today is third generation investor Greg Werlinich. Greg is the President of Werlinich Asset Management who ende... Read more

11 May 2020

39mins

Ranked #18

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How To Buy Monster Stocks With A CANSLIM Master - Jim Roppel

How To Buy Monster Stocks With A CANSLIM Master - Jim Roppel

My guest today is Jim Roppel, Co-Founder GrowthStockMentor.com & Founder of Roppel Capital, with approximately $100M... Read more

21 Apr 2020

50mins

Ranked #19

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X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey Wright

X's & O's: A Closer Look At The Market With Head Of Research At Nasdaq Dorsey Wright

My guest is Jay Gragnani, Head of Research and Client Engagement with Nasdaq Dorsey Wright. Jay gives you a technical lo... Read more

17 Apr 2020

41mins

Ranked #20

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A Portfolio Manager’s Guide To Real Estate Equities At The End Of The Cycle

A Portfolio Manager’s Guide To Real Estate Equities At The End Of The Cycle

My guest today is Jimmy Z. Wang, CFA, & Vice President, at Global Real Estate Securities with ~$100M in assets under... Read more

9 Apr 2020

38mins

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