August 26, 2012 Tax Attorney Rich Gaines joins the show Sunday, August 26th to discuss taxes and the family issues related to wealth. Mr. Gaines offers experiential workshops in San Diego that focus on business prosperity, mastery of self, and financial health. Mr. Gaines helps families to work on their business so that it serves the ...

August 5, 2012 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 good advice. During ...

August 3, 2012 Sunday Richard and Joe interviewed David Lefkowitz from the show’s major sponsor UBS Financial Services. David has over 14 years experience as a securities analyst. He is currently Senior Equity Strategist as well as a corporate research analyst covering the utilities sector for UBS Wealth Management Research – Americas. Prior to joining UBS ...

July 26, 2012 Handout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?” Five-minute highlight clip of Richard’s speech Contact Richard if you are interested in having him speak at your event.

July 22, 2012 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 baseball career, he ...

July 15, 2012 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 frequent commentator for ...

July 8, 2012 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, boxing, horse racing ...

July 1, 2012 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 Public Finance Guarantee ...

June 24, 2012 On Sunday June 24th, Richard and Joe welcomed Dan Yates, Steven Sefton, and Sean Puckett of Regents Bank to their financial radio talk show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of SDSU. He has been in banking ...

June 24, 2012 Sunday night, June 24th, It’s Your Money and Your Life! hosted a double-header. Alice Hill joined the show. Ms. Hill was a talented athlete herself, but she made history when she was the Director of Women’s Athletics at Colorado State University. From her website, She was the first Director of Women’s Athletics in the ...