This week Richard was joined by show sponsors Don Eppich and Paul Polito, founders of the Polito Eppich accounting firm which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, growing, and have complex tax structures but limited financial management resources. Combined with their ...

Richard and Joe’s welcomed guest, Mitch Siegler, Co-founder and Senior Managing Director of Pathfinder Partners. Specializing in real estate, Pathfinder Partners is a leading middle-market real estate fund manager specializing in transactions that are “below the radar” of large institutional investors. They are focused on value-added situations where infusion of capital or improved asset ...

Creation, preservation and legacy of great wealth in a second “Gilded Age” This week, UBS and PwC launched the 2015 Billionaires Report, entitled “Billionaires: Master architects of great wealth and lasting legacies”. During the past 35 years, billionaires have created extraordinary wealth on a scale not seen since the “Gilded Age” at the beginning of the 20th ...

Kings of the Craft Documentary Director Ben Moxley Ben Moxley joins the show to talk about the craft beer industry. He is the the director of a new local San Diego KPBS series that made its debut on May 21st entitled, Kings of the Craft. The six-part series features stories from established craft beer makers in ...

The guest was Howard D. Finkelstein, a partner in Finkelstein & Krinsk, LLP which specializes in investor, consumer and employee class actions law suits. Mr. Finkelstein talks about the Allianz class action suit. The suit alleges the Allianz lured 230,000 seniors into buying poorly performing deferred annuities with harsh surrender policies and is in the ...

The second of a 2-part series on the “CPA Firm of the Future” featuring guests Richard Francis and Jody L. Padar. Richard Francis Richard Francis heads up Spotlight Reporting, a software company that offers advanced reporting and dashboard reporting tools and multi-entity analysis to accountants and organizations globally. Their cloud-based tools can integrate data from a variety ...

Ronald J. Baker and Daniel D. Morris are founders of the Verasage Institute, a leading think tank dedicated to promulgating and teaching value-based pricing, economics, and human capital development to professionals and businesses around the world. Ronald J. Baker, a founder of the VeraSage Institute, began his CPA career KPMG’s Private business Advisory Services. A ...

Richard and Joe welcome Malcolm Avner and Andrew Hewitt. Malcolm Avner Mr. Avner is a business leader and life coach. He has built his more than 25 year professional coaching career on three core principles: 1. Isolation breeds under performance. We do better when we allow ourselves to be supported by others 2. Judgment of inadequacy is the predominant ...

James Rosebush was a Reagan White House official and is a widely recognized leader in building and managing corporate wealth and philanthropic organizations. For over twenty years he has been CEO of an international consulting firm, GrowthStrategy, Inc., advising on management strategies, finance, marketing, and communications, throughout the world. He pioneered a holistic approach to ...

Richard Muscio was the guest on Financial Fridays on AM 1170 the Answer with host Jason Labrum. Listen to the commercial free podcast: