Listen to Podcast of the Show Richard and Joe welcomed Sean Puckett Senior VP with Mechanics Bank to discuss what…
Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge. Brenda Geiger and the…
This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group. Since 1995, Mr.…
Sponsor Brenda Geiger of Geiger Law Offices, and David Frees of UNRUH, TURNER, BURKE & FREES joined Rich and Joe…
The second of a 2-part series on the "CPA Firm of the Future" featuring guests Richard Francis and Jody L.…
James Rosebush was a Reagan White House official and is a widely recognized leader in building and managing corporate wealth…
Richard Muscio was the guest on Financial Fridays on AM 1170 the Answer with host Jason Labrum. Listen to the…
Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a…
The show welcomed Lane Elliott who is the Senior Vice President of our newest sponsor, California Republic Bank, the nation’s…
This week featured returning guest and sponsor, Carl Sheeler, PhD of Berkeley Research Group. In addition to being the Director…