September 26, 2015 Neal Stehly Richard and Joe interview sponsor, Neal Stehly of Marrs Maddocks & Associates (a Division of…
March 2015 Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron's Top 100 Financial Advisors,…
February 14, 2015 Richard had the pleasure to interview two of the presenters at the 5th Annual Servant Leadership Conference,…
December 12, 2016 Listen to Podcast of the Show Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone…
December 17, 2016 Listen to Podcast of the Show Alex Sonkin serves as the Managing Partner for show sponsor, The…
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.
March 25, 2017 Listen to Podcast of the Show Richard and Joe welcomed estate and business planning expert, Brenda Geiger.…
May 2015 Creation, preservation and legacy of great wealth in a second "Gilded Age" This week, UBS and PwC launched…


