Best Kept Tennis Secret in San Diego Billie Jean King has attended the USTA Girls’ 16-18 Nationals Tournament in San Diego for the last 17 years. The tennis competition is held at the George E. Barnes Family Jr. Tennis Center in Point Loma every August. Billie Jean King has had a pivotal role in bringing equality ...

Listen to Podcast of the Show Sponsor and Business Valuation expert, Carl Sheeler, is back to share some tips on maintaining company wealth! In this podcast, he discusses long-term value investing, the trade-off between liquidity and control, and how to look beyond taxes and regulations. Carl shares his knowledge on family businesses and the importance of ...

In this video, Richard discusses his controversial remarks about the CPA Horizons 2025 report that concluded that “the services that CPAs provide have become so varied and diverse that the concept of core services is no longer representative of the profession.” This conclusion was reached based on interviews with approximately 5,600 CPAs. Richard’s original blog post ...

Richard is frequently a featured speaker at networking events and continuing education credit (CEU) events. This speech was given in June 2012. Contact Richard if you’d like him to speak at your next event. Business Succession Planning: “Can I Really Fire My Mother?”

Listen to Podcast of the Show Our talk show guest Sunday, July 29th was Tara Michener, Vice-President of Development and Community Relations for the charity Junior Achievement. Tara, Richard and Joe discussed the organization’s mission to teach students smart money skills using a popular program called Biz Town for 5th graders, developed to reduce the drop ...

Listen to Podcast of the Show Gene Locklear played professional baseball from 1969 until 1977. He started in the farm league for the Cincinnati Reds, and later played in the Major Leagues for the Reds, San Diego Padres, and New York Yankees. Locklear is from North Carolina, and he is a full-bodied Lumbee Indian. After Locklear’s professional ...

Listen to Podcast of the Show Former investment banker at Morgan Stanley, Frank Partnoy, and author of F.I.A.S.C.O, Infectious Greed, The Match King, and most recently WAIT:The Art and Science of Delay, was our guest on July 15th. Frank is currently a practicing corporate lawyer and leading world expert on market regulations. He is also a ...

Ted Geisel had a favorite booth at the La Valencia Hotel, and his wife Audrey, closest friends and family gathered together on Sunday July 8th, 2012 to dedicate a plaque to the beloved man whose pen name was Dr. Seuss. The idea of a plaque was the brainchild of Richard’s co-host Joe Vecchio, and the ...

Listen to Podcast of the Show Legendary sportscasters Dick Enberg joined our radio program on July 8th, 2012. Enberg continues a long career in calling sports events on NBC, CBS, and ESPN. He is particularly well-known for his 28 year long stint at Wimbledon, but he has done sports commentary on many sports including basketball, baseball, ...

Listen to Podcast of the Show Tom McLoughlin is Head of Municipal Research, leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS, Tom spent more than 25 years in the public finance field, most recently as CEO of National ...