April 7, 2018 Brenda Geiger Esq. talks about her upcoming 10th annual Estate Planning Symposium on Thursday, May 17th from 8:30 am to 3:30 pm at the beautiful Lomas Santa Fe Country Club in Solana Beach. The guest speakers are experts in trusts, asset protection, elder law and in their fields and are nationally known. This ...

March 17, 2018 This week Richard and Joe welcome Fred Dickey, a popular columnist for the San Diego Union-Tribune who wrote about “ordinary people” with compelling stories in his Monday column “The Way We Are” for 5 years. He is a former top editor of major metro newspapers, a novelist, and a Pulitzer nominee. He has ...

March 3, 2018 Shaina Gross, President, CEO Susan G. Komen San Diego In the first segment, Richard and Joe welcome Shaina Gross, President and CEO of Susan G. Komen San Diego to discuss their their “Screens Genes & The Choices We Make” on March 14th hosted by Maria Menounos. On March 14th, Susan G. Komen San Diego will ...

February 24, 2018 In 1986, after a 12-year credit and management career with Suburban Trust Bank of Maryland, Crocker National Bank, and First Interstate Bank, Kerry Witkin founded The Private Banker, a firm that specializes in budgeting, bill-paying, financial organizing, and daily money management for individuals and small businesses. After years of observing the diverse financial ...

February 18, 2018 Richard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment management for super-successful ...

February 10, 2018 Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long days limit their ...

January 13, 2018 With the start of the New Year and the new recreational cannabis law in California, Richard and Joe welcome two guests with an insight into the medicinal use of cannabis, Joe Moreno, and Dr. Sanjay Gupta. Dr. Sanjay Gupta The politics of marijuana remain hazy, but the industry is backed by prominent members of the ...

January 6, 2018 Antibiotic-resistant bacterial strains are a problem, but few of us look at the problem as an opportunity. Tony Sorge did. Mr. Sorge is a San Diego biotech executive who is uniquely qualified to solve the problem of super bacteria and viruses in hospitals and all the places where people receive emergency services and ...

January 6, 2018 This week Richard and Joe welcome Elise Museles an attorney turned eating psychology and nutrition expert and the voice behind the insightful blog Kale & Chocolate. She also shares daily inspiration (and mouth-watering photos!) on Facebook and Instagram. She published her first book Whole Food Energy in 2016. A writer, teacher, speaker, and healthy ...

January 1, 2018 Richard and Joe welcomed Rick Payne founder of Cannabis Real Estate Consultants to discuss real estate targeted to the growing cannabis industry in California. Next, they welcomed Dr. Faye Girsh of the Hemlock Society of San Diego and Dr. Bob Uslander of Integrated MD Care to discuss making end of life decisions. Rick Payne Rick ...