Ending Financial Elder Abuse with Paul Hynes
Read moreThis weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only settling for “best.” As a fee-only firm, HearthStone’s sole purpose is to provide its clients with investment advice and financial planning.
Paul has a passion for educating and empowering people to make informed decisions in all aspects of their lives, not just financial ones. Together with several other committed professionals, he has formed an alliance “Senior Safe & Sound.” The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.
Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning. Paul is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and various Estate Planning Councils. Paul was the President of the Strategic Trusted Advisors Roundtable (STAR).
Listen to a podcast of Paul Hynes’ interview!
6th Annual A Berry Good Night
Saturday, Joe Vecchio broadcasted the show from the Berry Good Night event in La Jolla. Hosted by Bill & Michelle Lerach and now in its sixth year, the event celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred spirits—artisans, food activists, farmers, ranchers, winemakers, brewers, writers, chefs, restaurateurs and dedicated locavores—for ...Read moreThe Changing Profession of Accounting
This week Richard was joined by show sponsors Don Eppich and Paul Polito, founders of the Polito Eppich accounting firm which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, growing, and have complex tax structures but limited financial management resources. Combined with their ...Read moreReal Estate Fund Management with Mitch Siegler
Richard and Joe’s welcomed guest, Mitch Siegler, Co-founder and Senior Managing Director of Pathfinder Partners. Specializing in real estate, Pathfinder Partners is a leading middle-market real estate fund manager specializing in transactions that are “below the radar” of large institutional investors. They are focused on value-added situations where infusion of capital or improved asset ...Read moreBillionaires
Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning of the 20th ...Read more
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