Marrs Maddocks & Associates Insurance Services, Inc. Now Part of Hub International Insurance Services Inc. specializes in the insurance needs of businesses. What sets them above their competitors is that they listen to what their clients say carefully before designing a coverage plan that is as unique as each client. In this manner, clients are covered for the exposures to loss to which they were already aware, and many of the others that went undetected in the past that could be detrimental to the longevity of the business.
Ending Financial Elder Abuse with Paul Hynes
April 5, 2025
This weeks guest will be Paul Hynes, President and CEO of HearthStone Private Wealth Management. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm. HearthStone is a fee-only financial planning firm never satisfied with “good enough” and constantly searching for “better” only settling for “best.” As a fee-only firm, HearthStone’s sole purpose is to provide its clients with investment advice and financial planning.Paul has a passion for educating and empowering people to make informed decisions in all aspects of their lives, not just financial ones. Together with several other committed professionals, he has formed an alliance “Senior Safe & Sound.” The group believes that no human being in San Diego County should ever have to suffer from financial elder abuse again.
Paul graduated from the University of Virginia with a BA in psychology. He has also completed the professional education program for the Certified Financial Planner requirements at the College for Financial Planning. Paul is a member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and various Estate Planning Councils. Paul was the President of the Strategic Trusted Advisors Roundtable (STAR).
Listen to a podcast of Paul Hynes’ interview!
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6th Annual A Berry Good Night
April 4, 2025
June 13, 2015Continue Reading6th Annual A Berry Good Night
April 3, 2025
Saturday, Joe Vecchio broadcasted the show from the Berry Good Night event in La Jolla. Hosted by Bill & Michelle Lerach and now in its sixth year, the event celebrates local growers, ranchers, and producers, along with championing the ideology of sustainable food. It unites kindred spirits—artisans, food activists, farmers, ranchers, winemakers, brewers, writers, chefs, restaurateurs and dedicated locavores—for ...Continue ReadingThe Changing Profession of Accounting
April 2, 2025
June 6, 2015Continue ReadingThe Changing Profession of Accounting
April 1, 2025
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 ...Continue ReadingReal Estate Fund Management with Mitch Siegler
March 31, 2025
May 30, 2015Continue ReadingReal Estate Fund Management with Mitch Siegler
March 30, 2025
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 ...Continue ReadingBillionaires
March 29, 2025
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 ...Continue ReadingSan Diego Craft Beer with Ben Moxley and Cloud Computing with Ford Winslow
March 28, 2025
May 23, 2015Continue ReadingSan Diego Craft Beer with Ben Moxley and Cloud Computing with Ford Winslow
March 27, 2025
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 ...Continue ReadingAllianz Class Action Lawyer Howard Finkelstein
March 26, 2025
May 16, 2015Continue Reading
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