Listen to Podcast of the Show Tax Attorney Rich Gaines joined the show on November 11th to discuss taxes and family issues related to wealth. Beyond offering his advice as a lawyer, Mr. Gaines guides experiential workshops in San Diego, which focus on topics such as business prosperity and the mastery of self and financial ...

Listen to Podcast of the Show The show welcomed back Tom Mcloughlin, Head of Municipal Bond Research at UBS. Tom heads up research and strategy efforts related to the municipal bond market. Tom is based out of Manhattan, and he had been dealing first-hand with the effects of super-storm Sandy. The city, like much of the ...

Listen to Podcast of the Show Mike Ryan is Chief Investment Strategist for Wealth Management Americas, Head of Wealth Management Research Americas and Chairman of the WMA Investment Committee. He is responsible for bringing together market and investment insights from multiple sources and positioning them so as to optimize their impact for UBS clients. In addition, ...

Nationally-noted class action securities attorney and now retired, Bill Lerach was the first guest on our radio program on Oct 30 2011. He delivered this lecture at the University of San Diego School of Law’s Warren Hall on Oct 19, 2012. Dean Stephen Ferruolo provided the introduction. Over the course of his legal career of 30 ...

Listen to Podcast of the Show Richard and Joe welcomed Congressional Candidate hopeful, Scott Peters. Scott is vying for the Congressional seat of the 52nd District, which is currently held by Republican Brian Bilbray. Scott was raised in Detroit, Michigan, and went onto obtain his undergraduate degree from Duke University, after which he served as ...

Listen to Podcast of the Show Richard and Joe welcomed climate researchers, Dan Cayan, Ph.D and Jeff Severinghaus, Ph.D to discuss their research and findings relating to climate, particularly the related impacts, trends and predictions. Dr. Daniel R. Cayan is a Research Meteorologist at the Scripps Institution of Oceanography (SIO), University of California, San Diego, ...

Richard spoke about for an audience of 120 people about how becoming involved as a community volunteer can serve to break down the barriers that intolerance puts up. He followed Dave Stanley (Elvis Presley’s half-brother) and preceded Berny Dohrmann (Founder of CEO Space). The ‘Secret Knock’ is a private gathering of positive, like-minded people coordinated ...

Listen to Podcast of the Show October started right with an in-depth discussion about wealth strategies with guest, Jeff Brooks. Currently, Jeff is the Director and Senior Wealth Strategist for UBS Wealth Management greater Los Angeles area office. Prior to joining the UBS team in 2010, Jeff spent over a dozen years in the private bank ...

Listen to Podcast of the Show Isabel Cruz discussed the benefits of eating healthy. As a self-taught chef who has opened many successful restaurants, Isabel knows that her message of eating healthy is reaching many. Her Latino heritage which combined the traditional dishes of Cuba, Puerto Rico, and Mexico, and her love of Korean, Thai, ...

Listen to Podcast of the Show Joel Grushkin discussed cost segregation. Having more than thirty years of executive experience, Joel is currently the San Diego Regional Director of Cost Segregation Initiatives (CSI). Cost Segregation is the IRS approved method of re-classifying components and improvements of a commercial building resulting in a reduced income tax liability ...