Finance Archives - Page 3 of 4 - It's Your Money and Your Life Radio Show

Brenda Geiger, Expert Estate & Business Planning Attorney and Retired San Diego Charger Shaun Phillips

BY clawver
IN Authors, Finance, Geiger Law Office, Guests, Sponsors

Posted: July 31, 2026
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Listen to Podcast of the Show Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday,…

Shaina Gross, President, and CEO of Susan G. Komen San Diego and Dean Odle, CEO of Cabrillo Credit Union

BY clawver
IN Banking, Charity, Ecomonics, Events, Finance, Guests, Health

Posted: July 31, 2026
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Listen to Podcast of the Show Shaina Gross, President, CEO Susan G. Komen San Diego In the first segment, Richard…

Paul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors

BY clawver
IN Banking, Charity, Elder Abuse with Paul Hynes, Finance, Guests, Investments, Philanthropy, Sponsors, Wealth Management

Posted: July 31, 2026
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Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management…

Jason Kruger, President of Signature Analytics

BY clawver
IN Awards, Certified Public Accounting - CPA's, Finance, Guests, Signature Analytics, Sponsors

Posted: July 31, 2026
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Listen to Podcast of the Show Richard and Joe welcomed Jason Kruger, President of Signature Analytics, a local San Diego…

Don Eppich and Paul Polito, CPAs and Business Advisors Discuss Operating a Privately Held Company

BY clawver
IN Business Valuations, Certified Public Accounting - CPA's, Finance, Guests, Polito Eppich, Taxes

Posted: July 31, 2026
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June 3, 2017 Listen to Podcast of the Show Richard and Joe welcomed CPAs and Business Advisors, Don Eppich and…

Jason Kruger, President of Signature Analytics and Former SD City Council Woman Donna Frye

BY clawver
IN Certified Public Accounting - CPA's, Finance, Guests, Sponsors

Posted: July 31, 2026
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October 29, 2016 This week, previous guest, Donna Frye stopped by the show to discuss her opposition to San Diego…

Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt

BY clawver
IN Elite Lifestyle Management, Entrepreneur, Family Office Advisor, Finance, Geiger Law Office, Guests, Sponsors, Wealth Management

Posted: July 31, 2026
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September 10, 2016 Richard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge. Brenda…

Anthony Lombardi, Expert Trainer for Financial Advisors

BY clawver
IN Authors, Certified Public Accounting - CPA's, Family Office Advisor, Finance, Guests, Investments, Perfect Client, Sponsors, Wealth Management

Posted: July 31, 2026
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July 31, 2016 This week Richard and Joe welcomed show sponsor, Anthony Lombardi, founder, and CEO of The Lombardi Group.…

Paul Hynes CFP, Wealth Manager and Financial Advocate for Seniors

BY clawver
IN Ecomonics, Elder Abuse with Paul Hynes, Finance, Guests, Sponsors, Wealth Management

Posted: July 22, 2026
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December 12, 2016 Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone…

Alex Sonkin, Managing Partner of The Lombardi Group

BY clawver
IN Certified Public Accounting - CPA's, Events, Finance, Guests, Perfect Client, Sponsors

Posted: July 22, 2026
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December 17, 2016 Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The…

It's Your Money and Your Life Radio Show

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