Smart Money Circle

Attention value investors! Get ready to take notes... This episode is packed with a ton of timeless investing lessons with my special guest:

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 can work for you (when you are right) and against you (when you are wrong). 

Dave also teaches you how to analyze a company's fundamentals and he tells you what criteria legendary investor Warren Buffett looks at before he buys a company. 

Dave can be reached at:

Sather Financial Group

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/stevehartel

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 

This episode gives you 8 Timeless Lessons & Teaches You How To Retire With Dignity. Today's guest is Brian Chastain, CIO & PARTNER, CFO4 Life with $1.5B AUM (as of 10/4/2019)

Contact Brian:

Today's interview (10.3.19) is with Mark W. Johnson, CFA® Managing Director, of Optimum Investment Advisors with over $500 million in assets under management. Mark has been in the business for decades and shares what he has learned along the way. Mark also tells you how the financial services space has evolved over the decades and how to avoid common mistakes he see's people make over and over again. Mark also gives you 4 hidden risks to a diversified portfolio and answers the following questions:  

1)      How do I manage my overall portfolio volatility?

2)      How do I manage the need to generate income in a low return world?

3)      How can I manage growing the value of the account without taking on too much risk?

4)      How can I protect myself in the event of a large selloff or global economic/financial crisis?

Mark can be reached at:

Welcome to the Smart Money Circle Podcast! This show is designed to give you actionable information you can use right now to make better investment decisions. We interview real money managers with over $100 million in assets under management (AUM).  Learn from the best and join the SmartMoneyCircle.com