{"podcast":{"title":"Smart Money Circle","slug":"smart-money-circle-95624","podcast_index_feed_id":95624,"rss_url":"https://anchor.fm/s/eb41dac/podcast/rss","website_url":"https://smartmoneycircle.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded/2366851/2366851-1569525397856-7e407369936c3.jpg","author":"Adam Sarhan","episode_count":352,"summary":"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 educational/informational purposes only. No specific investment advice is given.","last_synced_at":"2026-06-23T08:17:10.007837+00:00","page_url":"https://stenobird.com/podcast/smart-money-circle-95624"},"episode":{"title":"This $2.4B Money Management Firm Starts With A Comprehensive Plan","slug":"this-2-4b-money-management-firm-starts-with-a-comprehensive-plan","published_at":"2026-04-27T16:21:26+00:00","page_url":"https://stenobird.com/podcast/smart-money-circle-95624/this-2-4b-money-management-firm-starts-with-a-comprehensive-plan","show_page_url":"https://stenobird.com/podcast/smart-money-circle-95624","url":"https://podcasters.spotify.com/pod/show/smartmoneycircle/episodes/This-2-4B-Money-Management-Firm-Starts-With-A-Comprehensive-Plan-e3ihpa5","audio_url":"https://anchor.fm/s/eb41dac/podcast/play/119120645/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-3-27%2F422969207-44100-2-3f13b29376438.mp3","summary":"This $2.4B Money Management Firm Shares Timeless Advice Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM - 2.4 Billion Company Bio Check Capital Management is an award-winning investment and asset management firm based in Costa Mesa, California, serving clients throughout the United States. Founded in 1987, the firm specializes in long-term, value-oriented portfolio management, with a focus on acquiring shares of high-quality businesses at attractive prices and helping clients protect and grow their wealth. Known for its disciplined investment philosophy and personalized service, Check Capital offers both traditional asset-based fee structures and profit-based management options, designed to align the firm’s interests with client outcomes. The firm manages more than $2.3 billion in assets and serves a diverse clientele, including high-net-worth individuals, retirement plans, and corporate accounts. With a commitment to thoughtful research and a long-term perspective, Check Capital combines rigorous fundamental analysis with a client-first approach to deliver tailored investment solutions and long-term financial guidance. Chris Ballard’s Bio: Chris Ballard, CFP® is a seasoned financial advisor and Certified Financial Planner with a strong focus on helping individuals and families achieve their long-term financial goals. Based in Costa Mesa, California, Chris works with clients at Check Capital Management, where he provides personalized financial planning and portfolio management services tailored to each client’s unique needs. With a comprehensive understanding of retirement planning, investment strategy, and risk management, Chris leverages his CFP® designation and financial expertise to guide clients through complex fi…","meta_description":"This $2.4B Money Management Firm Shares Timeless Advice Chris Ballard, Managing Director at Check CapitalManagement. Website https://checkcapital.com/ AUM…","key_points":[],"chapters":[],"topics":[],"duration_seconds":779,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/smart-money-circle-95624/episodes/this-2-4b-money-management-firm-starts-with-a-comprehensive-plan/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/smart-money-circle-95624/this-2-4b-money-management-firm-starts-with-a-comprehensive-plan.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}