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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

00:34:47

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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00:27:29

This CEO Built a $7B Money Management Firm By...

Smart Money Circle ·

2025/04/21

This CEO Built a $7B Money Management Firm By Building Relationships with Ultra High Net Worth Investors $50M And AboveGuestJack Ginter, Chief Executive Officer, Partner Callan Family Office (AUM: $7B)Website:https://callanfamilyoffice.com/Bio:Having extensive experience that extends across ultra-high-net-worth wealth management and corporate banking, Jack Ginter is responsible for the firm’s overall growth and management, with a focus on optimizing the client experience and delivering exceptional

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00:19:34

The Visionary CEO Who Created Billions in Shareholder...

Smart Money Circle ·

2025/04/19

The Visionary CEO Who Created Billions in Shareholder Value Returns: The Dakota Gold AmbitionGuest:Robert Bob Quartermain – CEO President and Vice Chairman of Dakota Gold Corp DCWebsite: https://dakotagoldcorp.com/Ticker: DC BioRobert QuartermainCo-Chairman, Director, President and CEODr. Quartermain currently serves as Co-Chairman, Director, President and CEO of Dakota Gold, and was previously the Executive Chairman of Pretium Resources Inc., which he founded in October 2010. Prior to Pretium, he

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00:39:32

This CEO Runs A $5.5B Money Management Firm By...

Smart Money Circle ·

2025/04/14

This CEO Runs A $5.5B Money Management Firm By Putting The Client First & Having Great Ethics… Guest:Ed Cofrancesco, Chief Executive Officer of International Assets AdvisorWith $5.5B AUMWebsite: https://www.iaac.com/Bio:For the two years before joining International Assets, Ed was engaged in various entrepreneurial and consulting activities. During this time, he was a Director for both Pluris Partners, LLC and Telluride Partners, LLC. Both firms were engaged in providing consulting services to

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00:28:28

This CEO Manages $1B & Owns 9 Restaurants By...

Smart Money Circle ·

2025/04/10

This CEO Manages $1B & Owns 9 Restaurants By Empowering PeopleDavid Steele, Founder & CEO Of One Wealth Advisors -Independent Advisory Firm over $1BAnd founder -Flour + Water restaurant company with 9 restaurants and a consumer packaging business. Website:https://davidsteele.xyz/About DavidMy primary role is as the co-founder and CEO of One Wealth Advisors, where we help people simplify their lives and achieve financial goals through Financial Life Planning.I am also the co-founder and

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00:17:48

How To Win The Game Of Money = Become Financially...

Smart Money Circle ·

2025/04/09

Guest:Philip Palumbo, Founder, CEO and Chief Investment Officer, Plaumbo Wealth Management (AUM: approximately $650M)Website: https://palumbowm.com/Bio:Philip G. Palumbo is Founder, CEO and Chief Investment Officer of Palumbo Wealth Management. He is a contributor on CNBC, Bloomberg, Reuters, Schwab Network, and Cheddar News. His market insights have been quoted in such leading publications as The Wall Street Journal and Barron’s. He has authored, Make Work Optional, a book dedicated to assisting

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00:41:52

This Man Built A $22B Firm By Finding His Noble Cause...

Smart Money Circle ·

2025/04/08

This Man Built A $22B Investment Firm By Finding His Noble Cause & Thinking About Valuation, Not Value.GuestJonathan Hirtle Founder & Executive Chairman Hirtle Callaghan $22B Bio:In his role as Executive Chairman, Jon continues his intense focus on producing ever better net outcomes for clients. He serves as a full-time advisor to the Firm’s Management Committee and spends time with the families and nonprofits we serve. Jon appears regularly on national broadcast networks including CNBC, Fox

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00:34:03

This $500M Money Manager Shares His 4 Pillars To...

Smart Money Circle ·

2025/04/06

This $500M Money Manager Shares His 4 Pillars To Investing & Avoid Idea Fairies...Guest: Thomas Carroll, Founder & CEO, Ballast Rock $500M AUMWebsite:https://www.ballastrock.com/Bio:Tom has been an active private asset investor for well over a decade. After a successful career on Wall Street, he founded Ballast Rock in 2018 as a vertically integrated real estate investment firm. By building an exceptional team and leveraging their collective experience in risk mitigation, operational

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00:30:55

This CEO is Using AI to Detect Heart Disease Early –...

Smart Money Circle ·

2025/04/04

This CEO is Using AI to Detect Heart Disease Early – Meet Andrew Simpson CEO of Heart Sciences $HSCS Guest: Andrew Simpson Chairman and CEO / Board Member Heart SciencesTicker: HSCSWebsite:https://heartsciences.com/Bio:Andrew Simpson Chairman and CEO / Board Member Heart SciencesSince March 2022, Andrew Simpson has served as our President and Chief Executive Officer. Mr. Simpson has also served as the Chairman of our Board of Directors, since June 2013, and as a director of our Company since July

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00:22:34

This Aerospace & Defense CEO Loves Finding Pockets Of...

Smart Money Circle ·

2025/04/02

This Aerospace & Defense CEO Loves Finding Pockets Of Opportunity. Meet Kim Fields, CEO & President of ATI - $ATI Guest:Kim Fields, CEO & President ATI Ticker: $ATI Website:https://www.atimaterials.com/Bio:Kimberly A. Fields is President and Chief Executive Officer of ATI Inc., a global producer of high performance materials and solutions for the global aerospace and defense markets, and critical applications in like markets. Prior to becoming CEO in 2024, Kim served as Chief Operating

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00:31:01

This 4th Generation CEO Shares Timeless Advice & The...

Smart Money Circle ·

2025/04/02

This 4th Generation CEO Shares Timeless Advice & The Importance Of Having A Strong Code Of Ethics – Meet Michael Benstock Superior Group of Companies Inc $SGCGuest:Michael Benstock CEO Chairman Of The Board at Superior Group of Companies IncTicker: $SGCWebsite:www.SuperiorGroupofCompanies.comBio:Michael Benstock is chairperson of the Board of Directors. He has served in this capacity since February 28, 2023. Mr. Benstock has served as a Director of the Company since 1985. He also is the Chief

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00:20:27

Invest Early & Often. Look At The Forest, Not Just...

Smart Money Circle ·

2025/04/01

Invest Early & Often. Look At The Forest, Not Just The Trees When Investing – Meet Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital $1.1B AUMGuest:Brian Goodstadt, Managing Partner, & CIO, at Paragon Capital Mgmt $1.1B AUMWebsite:https://www.paragoncapitalco.com/Brian’s Bio:With over 30 years of experience in the investment industry and over 15 years of working directly with individual clients, I've learned that building a personal connection is just as important as managing

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00:23:41

This CEO Makes Space To Think & Creates Robots To...

Smart Money Circle ·

2025/03/27

Guest: Dr. Ali Kashani, co-founder and CEO of Serve Robotics (Nasdaq: SERV)Website: https://www.serverobotics.com/Bio:Dr. Ali Kashani co-founded Serve in January 2021 and has served as Chief Executive Officer since. Prior to co-founding Serve, he served as Vice President of Postmates Inc., an on-demand food delivery platform. Prior to Postmates, Dr. Kashani was the co-founder and Chief Technology Officer at Neurio Technology, Inc., a smart home technology company acquired by Generac Power Systems

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00:15:56

When The Going Gets Tough, Keep Going. This Tech CEO...

Smart Money Circle ·

2025/03/24

When The Going Gets Tough, Keep Going. This Tech CEO Is Investing In VR & AR – Meet Lyron Bentovim CEO at The Glimpse Group - $VRARGuest:Lyron BentovimTitle: President and CEO at The Glimpse Group Ticker: $VRARWebsite:https://theglimpsegroup.com/Bio:Mr. Bentovim currently serves as The President and Chief Executive Officer of the Glimpse Group, an Immersive Technology company (NASDAQ – VRAR). Mr. Bentovim is a serial entrepreneur with 30+ years of leadership, operational and Investment

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00:28:56

Higher Income, Less Risk – Meet From David McAdams...

Smart Money Circle ·

2025/03/21

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income.David is an Investment Adviser Representative and licensed

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00:28:26

This CEO Is Growing His Company Rapidly By Protecting...

Smart Money Circle ·

2025/03/11

This CEO Is Growing His Company Rapidly By Protecting & Painting Metal – Meet Tom Ferguson CEO $AZZGuest:Tom Ferguson President & CEO AZZ Inc.Ticker: $AZZWebsite:www.azz.comBio:Thomas “Tom” E. Ferguson has served as the President and Chief Executive Officer of AZZ Inc. (NYSE: AZZ) since November 2013. AZZ Inc. is the largest independent hot-dip galvanizing and coil coating company in North America, holding #1 positions in both markets. The company delivers sustainable, high-performance metal

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00:34:52

This CEO Become The Financial Dad & Built A $4.4B...

Smart Money Circle ·

2025/03/10

Tim Smith, the Founder & CEO of Aurora Private Wealth. $4.4B in AUM The Financial Dadhttps://www.youtube.com/watch?v=JbQMUujNA5QAurora Private Wealth Website: https://www.aurorapw.com/Bio:Tim started his financial services career in 1985 with an independent financial planning firm in northern New Jersey. While the firm was fee-and-commission oriented in its business model, he moved primarily fee-based in 1988 to manage client portfolios. In 1995, he went on his own by starting an RIA firm, and

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00:30:49

This $4.5B VC Helped Build Capital One. Meet Frank...

Smart Money Circle ·

2025/03/06

This $4.5B VC Helped Build Capital One. Meet Frank Rotman Co-Founder & CIO QED InvestorsGuestFrank Rotman is the Advisor for GME ETH and Founding Partner and Chief Investment Officer at QED Investors, a fintech VC firm managing $4.3 billion in assets. Frank is a seven-time Forbes Midas List honoree as “One of the World’s Best VC Investors,” and played a key role in shaping Capital One’s business model. https://x.com/fintechjunkiehttps://www.gmeethereum.com/https://www.qedinvestors.com/

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137 results

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