Richard is frequently a featured speaker at networking events and continuing education credit (CEU) events. This speech was given in…
Listen to Podcast of the Show Former investment banker at Morgan Stanley, Frank Partnoy, and author of F.I.A.S.C.O, Infectious Greed,…
Listen to Podcast of the Show Sunday Richard and Joe interviewed David Lefkowitz from the show's major sponsor UBS Financial…
Listen to Podcast of the Show ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS's high-net worth clients.…
Listen to Podcast of the Show On Sunday March 4th, Richard and Joe interviewed Don Eppich and Paul Polito about…
Listen to Podcast of the Show Certified Public Accountant, Dru Brannen joined the show to talk about 2011 year end…
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management…
Listen to Podcast of the Show As traditional financial experts scratch their heads at Bitcoin's recent roller-coaster gains and losses…
Listen to Podcast of the Show This week Richard and Joe welcome Jason Labrum, financial planner, radio host and author…
Richard and Joe welcomed Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI) and Alex Goldstein real estate agent, investor, and principal in over $50 million of land, commercial and residential real estate transactions.
Joel Grushkin PhotoJoel Grushkin specializes in an aspect of commercial real estate called cost segregation, which is an IRS-sanctioned procedure of re-classifying the improvements and components of commercial buildings in order to increase cash flow and reduce income tax liability.