This week Richard and Joe welcomed Fritzi Gros-Daillon, a highly successful entrepreneur in senior move management, environmental consulting and most recently, the aging-in-place field. Her work entails providing help and insights for the real-life challenges facing Adult Children and their Parents. Her passion for keeping family members safe in their own home environment for as long as reasonably possible has frown from watching families struggle with choices and decisions about the issues of staying home or downsizing. The goal is to maximize longevity and independence in the home environment of choice while minimizing stress and worry.
Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes and Phil Lindsley to discuss elder financial abuse…
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.
Listen to Podcast of the Show Richard and Joe welcomed estate and business planning expert, Brenda Geiger. But first, Richard…
May 2015 Creation, preservation and legacy of great wealth in a second "Gilded Age" This week, UBS and PwC launched…
Joe and guest host Michelle Lerach of the Berry Good Food Foundation to interviewed guest from the Re-imagining Food Waste:…
The panelists from Meaty Issues, sponsored by The Berry Good Foundation, joined Joe and guest host, Michelle Lerach, for a…
Richard and Joe welcomed back Lane Elliott, the Senior Vice President of sponsor, California Republic Bank. SNL Financial named it…
Richard and Joe interviewed Mr. Alan Nevin, Director of Economic and Market Research at Xpera Group and returning sponsor Joel…
In studio Ann Berchtold from our sponsor UBS talked about Art San Diego 2014. This contemporary art show ran from…


