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PODCAST

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 investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for

business investing

All Episodes

00:26:46

A Portfolio Manager’s Journey from Wall Street to...

Smart Money Circle ·

2025/08/14

Guest:Scott A. Goginsky, CFA ®Partner & Portfolio ManagerBiondo Investment Advisors, LLCAUM: $1.1BWebsite:www.TheBiondoGroup.comDisclosure:Neither the information nor opinion expressed constitutes a solicitation by us of the purchase or sale of any securities. Past performance does not guarantee future results.Bio:Scott was drawn to the value of a small firm culture and local emphasis when he joined Biondo Investment Advisors in 2010 as a Research Analyst & Portfolio Manager. He finds

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00:26:28

Draganfly's CEO on Disrupting the Drone Industry - $DPRO

Smart Money Circle ·

2025/08/13

GuestCameron Chell, Co-Founder CEO, Draganfly Inc.Websitehttps://draganfly.com/Ticker: DPROBioCameron ChellCEO / PRESIDENTCameron has been a technology entrepreneur for more than 30 years and has spent his career growing a diverse collection of high-potential ideas into revolutionary companies that have changed the way we experience the world.Cameron takes a hands-on leadership role in projects, infusing innovation and adoption with the operational principles of clarity, alignment, and measurement

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00:23:08

Xtract One's CEO Is Disrupting The Security Industry...

Smart Money Circle ·

2025/08/07

GuestPeter Evans CEO & President Xtract One Technologies Ticker: TSX: XTRAWebsitehttps://xtractone.com/BioPeter Evans has over 25 years of experience leading organizations’ digital transformation and innovation activities for customers in high-growth technology businesses. At Xtract One, Peter is bolstering the physical security technology industry while working to improve the patron experience. With his understanding of the operational challenges customers face, Peter is driving the

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00:18:02

Can Every Business Benefit from A Fractional CFO?...

Smart Money Circle ·

2025/08/04

GuestSeth Pinegar, West Coast Regional Director, The CFO CentreWebsitehttps://www.cfocentre.com/us/BioSeth has 25+ years’ experience in helping companies successfully seed, develop, grow, finance, operate, strategize, execute, acquire, consolidate and/or enable investor exits – first with nearly a decade in TMT investment banking with JPMorgan and UBS Investment Bank, followed by Corporate Development and CFO roles in several successful technology and services companies. Since 2017 Seth has launched

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00:21:42

A Parents Roadmap For Investing - From The Author &...

Smart Money Circle ·

2025/07/18

GuestJulina Ogilvie, CIMA®, CPWA®, CEPA®Partner | Wealth AdvisorPrinciple Wealth Author & Host Money Confident Girls Book & Podcast Firm Websitehttps://www.principlewealthpartners.com/Firm AUM $2.5BBio:Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In

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00:27:24

Closing the Gender Investing Gap – Meet Dr. Sylvia...

Smart Money Circle ·

2025/06/26

TitleClosing the Gender Investing Gap – Meet Dr. Sylvia Kwan CEO & CIO at EllevestGuestDr. Sylvia Kwan, CFA®, CAIA®CEO & CIO EllevestWebsitewww.ellevest.comAbout Dr. KwanDr. Sylvia Kwan, CFA®, CAIA® is the Chief Executive Officer and Chief Investment Officer at Ellevest. Dr. Kwan is a Chartered Financial Analyst with more than 30 years of industry experience. Prior to Ellevest, she founded SimplySmart Asset Management and held senior portfolio management positions at Financial Engines and

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00:23:29

This $450M Money Manager Uses Stocks & Options To...

Smart Money Circle ·

2025/06/17

This $450M Money Manager Uses Stocks & Options To Gain An Edge In The Market -Meet Paul S. Stanley Managing Partner At Granite Bay Wealth ManagementGuest:Paul S. Stanley, CFP®, CPM® Managing Partner At Granite Bay Wealth Management $450M AUMWebsite: https://granitebaywm.com/Bio:Paul graduated from Bentley College with a Bachelor’s in Economics and Finance. He spent the first ten years of his career working at major Wall Street firms. In 2006 he opened Granite Bay Wealth Management after

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00:27:49

Managing Tough Client Talks: Lessons from a $20...

Smart Money Circle ·

2025/06/16

Description: In this episode, Johnson Investment Counsel’s managing director Chad Maggard joins Adam in a conversation about getting started in wealth management, a snapshot of the industry today and strategies for navigating tough client conversations. Chad shares his perspective on building trust, addressing client concerns and delivering value — even when the markets get messy.About Chad Maggard, Managing Director of Johnson Investment Counsel:Chad joined Johnson Investment Counsel in 2009 and is

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00:11:24

Bitcoin Depot COO $BTM Discusses Building Teams and...

Smart Money Circle ·

2025/06/06

Guest Name:Scott Buchanan, COO, of Bitcoin Depot $BTMWebsite:https://bitcoindepot.com/Ticker:NASDAQ: BTMBio:Scott Buchanan serves as the COO of Bitcoin Depot, where he oversees the day-to-day operations of the business as well as long-term strategic planning. In his role, Scott applies his long-standing passion for solving complex problems and optimizing business processes to maximize results. He brings a strong professional background in accounting and finance, having previously worked as a manager

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00:30:06

This CEO Wants To Make Banking Easy – Meet Heath...

Smart Money Circle ·

2025/06/02

Guest: Heath Fountain CEO of Colony BankcorpWebsite:https://colony.bank/Ticker: CBANBio:T. Heath Fountain is the Chief Executive Officer of Colony Bankcorp, Inc., a leading community bank headquartered in Fitzgerald, Georgia. Fountain joined Colony Bank on July 30, 2018, as President and CEO, and also serves on the company’s Board of Directors and Executive Committee. Under his leadership, Colony Bank has achieved the number one deposit market share among community banks in Georgia. The bank has

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00:22:17

The Power of the Patch: Serguei Melnik Shares How...

Smart Money Circle ·

2025/05/26

The Power of the Patch: Serguei Melnik Shares How Nutriband Is Disrupting The Drug Delivery BusinessGuestSerguei Melnik Founder & President Nutriband Ticker: NTRBWebsite:https://www.nutriband.com/Bio:Mr. Melnik has been involved in general business consulting for companies in the U.S. financial markets and setting up legal and financial framework for operations of foreign companies in the U.S.Mr. Melnik advised UNR Holdings, Inc. with regard to the initiation of the trading of its stock in the

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01:00:19

Don’t Mistake Risk For Stress: Direxion’s CEO Douglas...

Smart Money Circle ·

2025/05/22

Don’t Mistake Risk For Stress: Direxion’s CEO Douglas Yoneson Risk, Reward, and Leveraged ETFsGuest: Douglas Yones CEO of DirexionCompany: Direxion ETFWebsite: https://www.direxion.com/ AUM: $50 BillionBio:As CEO of Direxion, Douglas Yones spearheads the company's strategic growth, overseeing innovative ETF solutions for retail and institutional investors. He drives partnerships with regulators and distribution channels to solidify Direxion's leadership in Leveraged and Non-traditional ETFs

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00:30:29

Fighter Pilot to CEO: Brandon Robinson on Leading...

Smart Money Circle ·

2025/05/19

Fighter Pilot to CEO: Brandon Robinson on Leading Horizon Aircraft’s eVTOL Revolution (HOVR)GuestE. Brandon Robinson, Co-Founder & CEO, Horizon Aircraft $HOVRTicker: HOVRWebsite:https://www.horizonaircraft.com/BioBrandon flew CF-18s in the Royal Canadian Air Force for two decades and managed capital projects up to $4B, including the F-35 acquisition. The co-author of several successful aerospace patents, he is at the vanguard of the Advanced Air Mobility movement and holds a Bachelor of

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00:33:27

Aaron Day’s Amaze.co: Empowering Creators to Earn...

Smart Money Circle ·

2025/05/19

Aaron Day’s Amaze.co: Empowering Creators to Earn More Money - $AMZEGuestAaron Day Co-Founder & Chief Executive OfficerStock Ticker: AMZEWebsite: https://www.amaze.co/BioAaron Day brings over two decades of executive leadership experience to Amaze, with a track record of successfully scaling companies across multiple industries, including technology and industrial manufacturing. Previously, Aaron served as CEO of several companies, including Trend, and held key leadership roles with

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00:37:54

This Scientologist & Best Selling Author Wants To...

Smart Money Circle ·

2025/05/15

Guest:Craig Brockie – Best Selling Author & Founder Ultimate Health Solutions BioCraig Brockie is a best-selling author and founder of the Ultimate Health movement. After losing his health as a young man, he spent the next three decades and 7 figures researching advanced health and performance-enhancing technologies.Links to Resources Mentioned:Follow Craig on X: http://x.com/craigbrockieProbiotic Yogurt Maker: (Your affiliate link or) https://amazon.com/ultimate Dr. Berg's "Fix Your

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00:27:01

What’s The Value Of Life? Jay Jackson CEO of Abacus...

Smart Money Circle ·

2025/05/13

What’s The Value Of Your Life? Jay Jackson Chairman & CEO of Abacus Global Management - $ABL Wants To Help You Find OutGuest:Jay JacksonChairman & Chief Executive Officer, Abacus Global ManagementTicker: $ABL Website: https://abacusgm.com/BioJay Jackson is the Chairman and Chief Executive Officer of Abacus Global Management (Nasdaq: ABL). He is an expert in investments, alternative assets, and portfolio management, with a passion for innovation and growth. Jackson is committed to advancing

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00:53:53

Grant Cardone Shares The #1 Most Important Thing He's...

Smart Money Circle ·

2025/05/13

About The SMC ShowWe interview the "Smart Money" - money managers and CEO's of publicly traded companies for timeless advice. Visit SmartMoneyCircle.com To Learn MoreGrant Cardone Shares The #1 Most Important Thing He's Learned About Money & Other Timeless LessonsWebsite:https://cardonecapital.com/GuestGrant Cardone CEO Cardone CapitalCardone Training TechnologiesBioGRANT CARDONEPRIVATE EQUITY FUND MANAGER & REAL ESTATE INVESTORCEO of Cardone Capital and Cardone Training

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00:34:47

Everyone Should Have Someone To Talk To About Their...

Smart Money Circle ·

2025/05/08

Everyone Should Have Someone To Talk To About Their Money & Other Important Lessons From A $3B FirmErnest Csak CFP Main Street Financial Solutions with over $3B in AUM Guest:Ernest M. Csak, CFP® Main Street Financial Solutions, LLCWebsite: www.msfsolutions.comBioErnest Csak, CFP®, CRPS®, CPFA® worked in the financial services field since 1995. Prior to joining Main Street Financial Services, Ernie worked at Merrill Lynch for 10 years, serving individual, family, and estate planning needs, as

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00:22:17

Disrupting Children’s Health: Adam Gillman on Raising...

Smart Money Circle ·

2025/05/01

GuestAdam Gillman | Co-Founder and President of Hiya Health- Children’s Wellness Company Website:https://hiyahealth.com/ BioAdam Gillman is a seasoned entrepreneur and business executive with a track record of launching and scaling consumer-focused companies. As the Co-Founder and President of Hiya Health, he has built one of the leading children’s wellness brands, revolutionizing the way families approach health with clean, science-backed products, starting with a reimagined children’s vitamin.With

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00:35:54

This 9-Figure CEO's #1 Longevity Secret & Why Your...

Smart Money Circle ·

2025/04/23

This 9-Figure CEO's #1 Longevity Secret & Why Your True Age Helps You Live Longer and HappierGuest: Matthew Dawson, MD Website:https://www.trudiagnostic.com/Bio:Dr. Matthew Dawson is the founder of Wild Health, a genomics based precision medicine company, and the CEO of TruDiagnostic, an epigenetics testing lab. He has authored two textbooks, published over 2 dozen studies, lectured in over 20 countries, and won national awards for education and innovation. His passion is unlocking the

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134 results

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