Alphabetical List of Financial Guests

A

Aarstol, Stephan

• San Diego Shark Tank Entrepreuner and Politician Bob Brewer

Aguirre, Gary

• Gary Aguirre Warned of 2008 Financial Crisis More Than Two Years Prior
• Making Sense of Wall Street

Allen, Janathan

• CPA and Partner in Allen Barron, Inc. and Senior Partner at Janathan L. Allen, APC

Allen, Janathan Esq

• CPA and Partner in Allen Barron, Inc. and Senior Partner at Janathan L. Allen, APC

Anson, Wes

• Understanding Intellectual Property with the Founder of CONSOR Wes Anson

Avner, Malcolm

• How Values and Leadership Impact Companies

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B

Bachelder, Cheryl

• Richard and Mari Muscio Interview CEO of Popeyes Louisiana Kitchen, Inc
• Leaders Who Prosper Through Serving

Baker, Ron

• The CPA Firm of the Future, Value Based Pricing with Ron Baker and Daniel Morris

Ball, Alan

• Going Green with Sustainable Intelligence’s Alan Ball

Barter, Art

Founder and CEO of the Servant Leadership Institute

• Servant Leadership’s 17th Leadership Conference
• Servant Leadership Institute’s 2014 Fall Workshops
• Servant Leadership in San Diego
• Serving Through Leadership with Art Barter
• Sports Broadcaster Dick Enberg and Servant Leadership with Art Barter
  

Bauer, Hank

• Live Broadcast from the Hazard Center Doubletree

Berchtold, Ann

• Representive Scott Peters, Ending Elder Abuse and Contemporary Art
  
• From Xero to Hero: Xero Accounting Software

Bertocci, Bruno

Managing Director and Global Equity Portfolio Manager at UBS Global Asset Management (Americas) Inc.

• Bruno Bertocci – UBS Senior Portfolio Manager Discusses Sustainable Investing

Blair, Phil

• Finding and Landing the Perfect Job with Employment Expert Phil Blair

Blanchard, Ken

• Leaders Who Change the World Through Service

Blocker, Andy

Managing Director for US Office of Public Policy UBS

• UBS’s Andy Blocker Interviews with Richard Muscio on KFMB

Brannen, Dru

• 2011 Year End Tax Planning for Small Businesses

Brooks, Jeff

Director and Senior Wealth Strategist for UBS Wealth Management greater Los Angeles area office

• Wealth Strategies with Jeff Brooks

Brophy, Colleen

Executive Director, Senior Portfolio Manager at UBS

• Senior Portfolio Manager at UBS, Colleen Brophy

Bry, Barbara

• Entrepreneurs Neil Senturia and Barbara Bry

Burnham, Malin

• San Diego Philanthropist Malin Burnham Discusses Business and the America’s Cup

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C

Cain, David

• Insurance broker and an Oceanside Turkey trot volunteer

Caperino, Frank

• Entering Franchising with Frank Caperino

Covey, Steven MR

• Building Trust and Resolving Conflicts

Cox, John

• John Cox and Richard Discuss the Neighborhood Legislature Reform Act

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D

Day, Rick

• Practical Advice on Growing Your Business

DiBella, Mark

• Premier Show Live From La V of Scenic Downtown La Jolla

Divona, Joe

• Keeping Business Communication Flowing with Joe Divona and Sean Puckett

Doyle, Larry

• Making Sense of Wall Street

Druck, Ken

• Building a Lasting Legacy with Rich Gaines and Ken Druck

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E

Edwards, Patrick

• North Park’s Future with Patrick Edwards

Elliott, Lane

Senior Vice President of California Republic Bank

• New Sponsor: California Republic Bank
• California Republic Bank Continues to Strong Growth Rate

Eppich, Don

Partner Polito Eppich: CPAs and Business Advisors

• Don Eppich and Paul Polito, CPAs and Business Advisors Discuss Operating a Privately Held Company
• The Changing Profession of Accounting
• Business Legacy Mentoring and Collaboration
• Don Eppich Discusses the Problems of One-Year Patch for Expiring Tax Cuts
• San Diego Tax Accountants Talk About Tax Planning Amid Bush Tax Cut Uncertainty
• CPAs Don Eppich and Paul Polito Join the Show

Everson, Mark

• Discussion on Immigration and the IRS with Former Commissioner Mark Everson

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F

Fejtek, Denise

• Cresting the Peaks of Mt Everest and more with Paul and Denise Fejtek

Fejtek, Paul

• Cresting the Peaks of Mt Everest and more with Paul and Denise Fejtek

Fitzmaurice, William

• Estate planning using investment grade life insurance to preserve wealth for generations

Francis, Richard

• The CPA Firm of the Future: Technology-Driven and Paper-free

Freedman, Stephen

Head of Investment Strategy at UBS

• Wealth Investment Strategies with Stephen R. Freedman, Ph.D., CFA

Frees, David

• Estate Planning Book: Protect Your Children’s Inheritance

Freeze, Hudson

• The Funding Crisis Facing Medical Research

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G

Gaines, Rich

• The Legacy Hierarchy with Rich Gaines
• Business Legacy Mentoring and Collaboration
• Building a Lasting Legacy with Rich Gaines and Ken Druck
• Tax Attorney, Rich Gaines Rejoins the Show
• San Diego Tax Attorney Rich Gaines
• Make Sure Your Business is Braced for Success – Guest Rich Gaines
• Rich Gaines of Legacy Legal

Gautreau, Curt

President Cost Segregation Initiatives

• 2014 Tax Code Changes for Commercial Properties
• Curt Gautreau and Joel Grushkin of Cost Segregation Initiatives
• Curt Gautreau and Joel Grushkin of Cost Segregation Initiatives

Geiger, Brenda

Managing Attorney Geiger Law Office P.C.

• Brenda Geiger, Expert Estate & Business Planning Attorney and Retired San Diego Charger Shaun Phillips
• Brenda Geiger, Expert Estate & Business Planning Attorney
• Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt
• Attorney Brenda Geiger with the Latest Essential Estate and Business Planning Tips
• Estate Planning with Brenda Geiger
• Estate Planning Book: Protect Your Children’s Inheritance
• Estate Law with Sponsor Brenda Geiger
• KNoodleit.com’s Shannon Matwiyoff and Sponsor Brenda Geiger

Gephart, Tom

• Ventana Venture Capital and Hand-Crafted Beer

Georgiou, Byron

• Financial Law and Political Activism with Byron Georgiou

Gin, Alan

• UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit

Goldsmith, Ben

• Ben Goldsmith talks about the first ever Carlsbad Classic

Goldstein, Alex

• Joel Grushkin and Alex Goldstein, Real Estate and Cost Segregation Experts

Green, Donald

• Forward Thinking in Leadership with Donald Green

Grushkin, Joel

San Diego Regional Director of Cost Segregation Initiatives

• Joel Grushkin and Alex Goldstein, Real Estate and Cost Segregation Experts
• Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives
• Analyzing the Real Estate Market
• Commercial Real Estate with Tom van Betten and Joel Grushkin
• 2014 Tax Code Changes for Commercial Properties
• Increasing Cash Flow for Commercial Buildings with Joel Grushkin
• Curt Gautreau and Joel Grushkin of Cost Segregation Initiatives
• Increase Net Cash Flow with Cost Segregation Initiatives’ Joel Grushkin
• Commercial Properties and Taxation
• Curt Gautreau and Joel Grushkin of Cost Segregation Initiatives

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H

Hanauer, Nick

• Nick Hanauer Plutocrats and the Middle Class

Harrison, Debbie Marriott

• Leaders Who Change the World Through Service

Hering, Leendert “Len”

• Center of Sustainable Energy | Len Hering

Hewitt, Andrew

• GameChangers 500 Founder Andrew Hewitt

Hynes, Paul

• Paul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors
• Paul Hynes and Phil Lindsley Discuss Elder Financial Abuse and Related Matters
• Paul Hynes CFP, Wealth Manager and Financial Advocate for Seniors
• Protecting Retirements Before and While They Happen
• Representative Scott Peters, Ending Elder Abuse and Contemporary Art
  

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I

Currently no guests with a last name beginning with “I”

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J

Jacobs, Irwin

• Irwin Jacobs Receives the Medal of Honor Award From IEEE
• Qualcomm’s Founding Chairman and CEO Emeritus, Dr. Irwin M. Jacobs

Johnson, Amanda

• Cryptocurrency Experts, Paul Vigna and Amanda Johnson explain Bitcoin and the Blockchain

Johnson, Roxanne

• Building Trust and Resolving Conflicts

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K

Klijn, Leo

• JW August KGTV Investigative Reporting | Leo Klijn on Top 10 Business Mistakes

Kling, Carolyn

• Financial advisor Carolyn Kling joins the show.

Klingensmith, Katie

Senior Strategist at UBS

• Katie Klingensmith from UBS Talks About National and Foreign Macroeconomic Trends

Kogan, Vlad

• Co-author of the book Paradise Plundered; Fiscal Crisis and Governance Failures in San Diego

Kruger, Jason

President of Signature Analytics

• Jason Kruger, President of Signature Analytics
• Jason Kruger, Founder and President of Signature Analytics
• Jason Kruger, President of Signature Analytics and Former SD City Council Woman Donna Frye
• Jason Kruger, Making Businesses More Profitable
• How to Make Your Business More Profitable with Jason Kruger
• Jason Kruger of Signature Analytics
• Business Analysis Expert Jason Kruger
• Jason Kruger Discusses Outsourced Accounting

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L

Lamb, Joanne

• Building Trust and Resolving Conflicts

Lefkowitz, David

Senior Equity Strategist at UBS

• Richard and Joe Interview David Lefkowitz from UBS Wealth Management Research Discuss the Cost of Energy
• UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit

Lerach, Bill*

• William S. Lerach, King of Private Securities Class Action Lawsuits
• It’s Your Money and Your Life’s First Broadcast
• “The Chickens Have Come Home to Roost” – By William S. Lerach

Lindsley, Phil

• Paul Hynes and Phil Lindsley Discuss Elder Financial Abuse and Related Matters

Lombardi, Anthony

• Anthony Lombardi, Expert Trainer for Financial Advisors

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M

Martinsen, Jen

• Health & Performance in the Workplace

Matwiyoff, Shannon

• KNoodleit.com’s Shannon Matwiyoff and Sponsor Brenda Geiger

McAllister, Dan

• GOP Dan McAllister Criticizes DeMaio 401K Plan; One is Already in Place

McLoughlin, Thomas

Head of Municipal Research at UBS

• Thomas McLoughlin of UBS Discusses Government Debt and Bonds
• First Hand Account of Super-Storm Sandy with Bond Expert Tom McLoughlin
• Learn About Government Bond Debt: UBS Bonds and Securities Expert Thomas McLoughlin Talks on Internet Radio

McRae, Ted

• From Xero to Hero: Xero Accounting Software

Meltzer, David

• Creating Value in Business with Attorney and Philanthropist David Meltzer

Miller, Brett

• Working to End Poverty in Baja and the Future of Belmonk Park

Mitrovich, Geo

• “Mr. Warmth,” Don Rickles and The City Club of San Diego’s Geo Mitrovich

Morris, Dan

• The CPA Firm of the Future, Value Based Pricing with Ron Baker and Daniel Morris

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N

Neilson, Mark

• Innovative Ways to Fund Nonprofits

Nevin, Alan

• Analyzing the Real Estate Market

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O

Olson, Carl

• Professor of Accounting and Founder of CPA Watch.org

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P

Padar, Jody

• The CPA Firm of the Future: Technology-Driven and Paper-free

Pagano, Brad

• City Council Seat District 2 and Understanding Financial Literacy

Partnoy, Frank

• Stock Market Lawyer, Professor and Author Frank Partnoy

Polito, Paul

Partner Polito Eppich: CPAs and Business Advisors

• Don Eppich and Paul Polito, CPAs and Business Advisors Discuss Operating a Privately Held Company
• The Changing Profession of Accounting
• Business Legacy Mentoring and Collaboration
• San Diego Tax Accountants Talk About Tax Planning Amid Bush Tax Cut Uncertainty
• CPAs Don Eppich and Paul Polito Join the Show

Puckett, Sean

• Sean Puckett, Sr VP of Mechanics Bank
• Heidi Hanna, Expert on Stress Management and Brain Improvement; and Sean Puckett of California Republic Bank
• Guiding Businesses into the Digital Future: centrexIT
• Bankable Lending Options with Ethan Senturia and Sean Puckett
• Keeping Business Communication Flowing with Joe Divona and Sean Puckett
• Surfing Indonesia with Sean Puckett
• Local San Diego Bank Vice-President Sean Puckett Joins the Show
• San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header

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Q

Currently no guests with a last name beginning with “Q”
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R

Reiman, Kurt

Head of Thematic Research Group with UBS

• The Dyanamics of the Economy with Kurt Reiman

Richardson, Mike

• Business Agility with Mike Richardson

Rockwell, Eric

• Guiding Businesses into the Digital Future: centrexIT

Rosebush, James

• James Rosebush on Building Wealth and Philanthropy

Roth, Anthony

Managing Director of Fund Due Diligence, Portfolio Advisory Group and Wealth Planning teams at UBS

• Richard’s Interview with Tony Roth

Ryan, Mike

Chief Investment Strategist for Wealth Management Americas UBS

• UBS Chief Investment Strategist Mike Ryan Joined the Show

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S

Savercool, John

Senior Lobbyist and Managing Director of Political Relationships in Washington for UBS

• Relations Between the Banking Industry and Washington with John Savercool

Sefton, Steven

• San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header

Schimmel, Scott

• Leaders Who Prosper Through Serving

Selhorn, Ryan

Vice President Signature Analytics

• Water Conservation with Klaus Reichardt and Ryan Selhorn from Signature Analytics

Senturia, Ethan

• Bankable Lending Options with Ethan Senturia and Sean Puckett

Senturia, Neil

• Entrepreneurs Neil Senturia and Barbara Bry

Sheeler, Carl

Director Berkley Research Group LLC

• How Values and Leadership Impact Companies | Carl Sheeler and Malcolm Avner
• Business Valuations Keeping Attorneys’ Advisory Positions Strong
• Business Valuations with Carl Sheeler
• Business Succession Planning: Can I Really Fire My Mother?
• Carl Sheeler Talks about Company Valuations
• Carl Sheeler Talks with Richard About Business Valuations
• Carl Sheeler of Business Valuation LTD
• Don Eppich and Paul Polito, CPAs and Business Advisors Discuss Operating a Privately Held Company
• UBS Analyst, David Lefkowitz and USD Economist, Alan Gin on the Impact of Brexit
• Jason Kruger, Making Businesses More Profitable

Siegler, Mitch

• Real Estate Fund Management with Mitch Siegler

Sonkin, Alex

• Helping CPAs Supercharge Their Businesses with Alex Sonkin, CEO of Virtual Family Office Hub
• Alex Sonkin, Managing Partner of The Lombardi Group
• How Analytics Move the Business World with Alex Sonkin

Spitzer, Paul

• Advanced Practice Advisors

Staubus, Martin

• David Arison and Martin Staubus

Stehly, Neal

Executive Vice President, Benefits Department Marrs Maddocks And Associates a Division of Hub International Insurance Inc.

• Neal Stehly and Health Care Reform
• Health & Performance in the Workplace

Stockman, David

• Former Reagan Budget Director, David Stockman on the Corruption of Capitalism in America

Sutherland, Jamie

• From Xero to Hero: Xero Accounting Software

Swanson, Erik

• The Energy of Success with Erik Swanson

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T

Tentler, Peter

• Mortgage Solutions with Peter Tentler and Nathan Watkins

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U

Currently no guests with a last name beginning with “U”
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V

van Betten, Tom

• Commercial Real Estate with Tom van Betten and Joel Grushkin

Vigna, Paul

• Cryptocurrency Experts, Paul Vigna and Amanda Johnson explain Bitcoin and the Blockchain

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W

Watkins, Nathan

• Mortgage Solutions with Peter Tentler and Nathan Watkins

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X

Currently no guests with a last name beginning with “X”
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Y

Yaeger, Norma

• Norma Yaeger’s Rise Above the New York Stock Exchange’s Glass Ceiling

Yanov, Christopher

• Chris Yanov from RealityChangers.org

Yates, Dan

• San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header

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Z

Currently no guests with a last name beginning with “Z”

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