• Ending Financial Elder Abuse with Paul Hynes

    Photo of Paul HynesThis 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!

    Read more

  • San Diego Union-Tribune Austin Beutner and Bill Powers on Scuba Diving in San Diego

    Richard and Joe welcomed two guests, Austin Beutner, the CEO and publisher of both the Los Angeles Times and the San Diego Union-Tribune, and Bill Powers, master diver, scuba instructor and proprietor of Powers Scuba. Austin Beutner Mr. Beutner received his bachelor’s in economics from Dartmouth College, and is known for being the first Deputy Mayor ...
    Read more

  • Increasing Intangibles of Business with Dr. Carl Sheeler

    Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler is retained by companies as a “Strategic Value Architect” to distill complex issues into a strategic plan that mitigates risk, closes operational gaps and improves human and financial performance. In fact, Dr. Sheeler’s professional expertise is beneficial not ...
    Read more