May 2, 2018
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Richard and Joe discuss problems with the pension system and potential solutions to protect the pension plans of retirees with Ed Beltram and Karen Freidman.
Ed Beltram
As the Vice President – Communications for the National Retiree Legislative Network (RLN) since 2008, Ed Beltram brings five decades of diverse communications experience ... Read more April 19, 2018
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Richard and Joe welcomed Rick Payne founder of Cannabis Real Estate Consultants to discuss real estate targeted to the growing cannabis industry in California. Next, they welcomed Dr. Faye Girsh of the Hemlock Society of San Diego and Dr. Bob Uslander of Integrated MD Care to discuss making end of ... Read more April 13, 2018
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Joe welcomed Dallin Young and Dion Markgraaff experts in the cannabis and hemp industry to discuss the cannabis industry and the Cannabis Village at the Earth Day celebration in Balboa Park on Sunday April, 22nd.
Dallin Young
Dallin Young is Executive Director of the Association of Cannabis Professionals. Young began his career ... Read more April 9, 2018
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Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from 8:30 am to 3:30 pm at the beautiful Lomas Santa Fe Country Club in Solana Beach. The guest speakers are experts in trusts, asset protection, elder law and in their fields and are ... Read more March 15, 2018
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This week Richard and Joe welcome Fred Dickey, a popular columnist for the San Diego Union-Tribune who wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer ... Read more March 8, 2018
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Richard and Joe welcomed Former Presidential Candidate and Governor, Michael Dukakis. Mr. Dukakis called from his UCLA office where he has taught during the Winter quarter for the past 23 years. Many of those trips entailed appearing at City Club of San Diego thanks to George Mitrovich also a former ... Read more March 1, 2018
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Shaina Gross, President, CEO Susan G. Komen San Diego
In the first segment, Richard and Joe welcome Shaina Gross, President and CEO of Susan G. Komen San Diego to discuss their their “Screens Genes & The Choices We Make” on March 14th hosted by Maria Menounos.
On March 14th, Susan G. Komen ... Read more February 23, 2018
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In 1986, after a 12-year credit and management career with Suburban Trust Bank of Maryland, Crocker National Bank, and First Interstate Bank, Kerry Witkin founded The Private Banker, a firm that specializes in budgeting, bill-paying, financial organizing, and daily money management for individuals and small businesses. After years of observing ... Read more February 16, 2018
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Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm.
HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment ... Read more February 8, 2018
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Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long ... Read more
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