About a month ago, Mari Muscio decided to take up running. There must be some talent in the family as Mari has accomplished an enviable feat in a short time. She ran the 5k at the San Diego Half Marathon on March 10th and won her age division (50-54 women) with a time of 25 ...

Listen to Podcast of the Show 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 ...

I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron’s magazine as a “Top 1,000 Financial Advisor” in the United States. This is one of our industry’s highest honors and underscores Drew and his team’s commitment to solving the growing needs of their clients. Barron’s annual ...

Listen to Podcast of the Show Kurt Reiman of UBS was the guest. Reiman currently holds the head position of the thematic research group within UBS Wealth Management Research in the Americas. As the senior editor of one of the flagship publications, UBS research focus, he has had the distinction of publishing many pieces on varying ...

Listen to Podcast of the Show The guests were Paul and Denise Fejtek, who shared their exciting story with you about their Seven Summits Quest, and what it takes to train, prepare, and select the right team to help you get to the top. In addition, they highlighted some of the exciting stories and lessons found ...

Listen to Podcast of the Show John Rippo, who is the publisher and editor of ESPRESSO San Diego’s Coffeehouse Newspaper was the guest. This publication has given local cafe society news, views, commentary, art, food, and culture news for nearly thirty years, along with the occasional story about coffee. Started by Mr. Rippo after having an ...

Listen to Podcast of the Show The guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where ...

Listen to Podcast of the Show The show was be filled with laughter as comedian and actor, Don Rickles joined the show. Mr. Rickles began in show business back in the late 1940s playing small roles on television. However, he became frustrated with the limited number of roles, so he branched out into stand-up comedy. Not ...

Listen to Podcast of the Show The guest was artist, Harrison Howard. Harrison Howard started his career at the age of 19, following in the footsteps of his late and well-known father, Wing Howard. Wing Howard is well-loved in San Diego for his murals at the Whaling Bar of the La Valencia Hotel in La Jolla. ...

Significant literature exists in the CPA profession, whereby the CPA profession has granted itself the lofty title of “Most Trusted Advisor.” Witness the AICPA’s report “CPA Horizons 2025” and articles that have followed the release of this report. The self-granting of this moniker to CPAs, by the CPA profession, is ludicrous. This title has been self-conferred ...