March 10, 2013 Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and on-shore/off-shore trust and ...

December 4, 2011 Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. Carl Sheeler earned a Ph.D. in finance in 2004 from the Union Institute and University. After his decade long career as a U.S. Marine officer, Carl joined the ranks of Business Valuations, Ltd in 1992. ...