May 28, 2012 On Sunday, May 20, Richard and Joe welcomed Dan Yates and Steven Sefton of Regents Bank to…
April 15, 2012 Joe Vecchio interviewed 3 guests who are stakeholders in the GMO equation and favor proper labeling of…
April 8, 2012 ORichard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS's high-net worth clients. Prior to this…
February 26, 2012 Richard interviewed Andy Blocker on Sunday, February 26th. Mr. Blocker is the Managing Director at UBS in…
June 29, 2013 Saturday, July 6th will mark the first night that the show broadcasts from its new home, the…
I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron's…
April 7, 2018 Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from…
February 18, 2018 Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return…
July 22, 2017 Richard and Joe welcomed Paul Hynes and Phil Lindsley to discuss elder financial abuse and the legal…
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.