• Paul Hynes, President, and CEO of HearthStone Private Wealth Management and Financial Advocate for Seniors

    February 16, 2018

    Listen to Podcast of the Show

    Photo of Paul HynesRichard and Joe welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management for a return visit. A Certified Financial Planner, Paul founded Hearthstone in 2006 leaving a successful 22-year career at a large Wall Street investment firm.

    HearthStone Private Wealth Management provides independent thinking, research, advice and disciplined investment management for super-successful business owners and other affluent individuals, families, corporate ERISA fiduciaries, private fiduciaries, charitable organizations, and foundations. It is Paul’s goal to educate, empower and inspire people to make intelligent decisions when it comes to money.

    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 role of the Senior Safe & Sound blog is to educate people about the risk of seniors making bad decisions as well as the risk of losing money to scammers, fraudsters, and phonies. Increased awareness can lead to better protection for our loved ones and prevention of losses to their hard-earned nest egg. It’s up to all of us to keep our beloved seniors safe and sound.

    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).

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    Paul Hynes in Studio

  • Helping CPAs Supercharge Their Businesses with Alex Sonkin, CEO of Virtual Family Office Hub

    February 8, 2018
    Listen to Podcast of the Show Alex Sonkin joined the show to talk about how CPAs can work smarter, not harder. Traditional CPA practices require long days of billable hours. The more clients and billable hours an accountant has the better. The strenuous demands of the profession leave accountants worn out, burnt out, and the long ... Read more
  • Cryptocurrency Experts, Paul Vigna and Amanda Johnson explain Bitcoin and the Blockchain

    February 2, 2018
    Listen to Podcast of the Show As traditional financial experts scratch their heads at Bitcoin’s recent roller-coaster gains and losses and regular investors try to understand just what cryptocurrency is, Richard and Joe welcomed two experts in cryptocurrency, Paul Vigna, and Amanda Johnson. They explained cryptocurrency, the blockchain and what’s ahead for cryptocurrency in 2018, as ... Read more
  • Anthony Sorge, CEO of Genlantis and First Responders Plus Vince Bartolotta Jr, Esq. of Thorsnes Bartolotta and McGuire

    January 30, 2018
    Listen to Podcast of the Show Antibiotic-resistant bacterial strains are a problem, but few of us look at the problem as an opportunity. Tony Sorge did. Mr. Sorge is a San Diego biotech executive who is uniquely qualified to solve the problem of super bacteria and viruses in hospitals and all the places where people receive ... Read more
  • Jason Kruger, President of Signature Analytics

    January 18, 2018
    Listen to Podcast of the Show Richard and Joe welcomed Jason Kruger, President of Signature Analytics, a local San Diego Accounting firm that specializes in bookkeeping, financial consulting services, and outsourced accounting. In 2008, Jason Kruger started Signature Analytics with the vision of taking the benefits and expertise of large company financial and accounting tools and ... Read more
  • CNN Chief Medical Correspondent Dr. Sanjay Gupta and Joe Moreno Discuss Medical Cannabis

    January 11, 2018
    Listen to Podcast of the Show With the start of the New Year and the new recreational cannabis law in California, Richard and Joe welcome two guests with an insight into the medicinal use of cannabis, Joe Moreno, and Dr. Sanjay Gupta. Dr. Sanjay Gupta The politics of marijuana remain hazy, but the industry is backed by prominent ... Read more
  • Elise Museles, Certified Eating Psychology and Nutrition Expert

    January 4, 2018
    Listen to Podcast of the Show This week Richard and Joe welcome Elise Museles an attorney turned eating psychology and nutrition expert and the voice behind the insightful blog Kale & Chocolate. She also shares daily inspiration (and mouth-watering photos!) on Facebook and Instagram. She published her first book Whole Food Energy in 2016. A writer, ... Read more
  • Basketball Coaching Legend Ray Johnson and Fitness Coach Megan Johnson McCullough

    December 28, 2017
    Listen to Podcast of the Show Richard welcomed the father-daughter team of Ray Johnson and Megan Johnson McCullough. Ray Johnson is basketball royalty in San Diego. As the boy’s basketball coach at nearby El Camino High School for 33 years, Johnson holds the most wins (763) in CIF-San Diego Section history. At El Camino, Johnson produced 23 ... Read more
  • Jason Labrum, Financial Planner, Radio Host and Author

    December 20, 2017
    Listen to Podcast of the Show This week Richard and Joe welcome Jason Labrum, financial planner, radio host and author to discuss his new book about his Financial Detox® program. Jason has been helping individuals, families, and businesses with financial planning, portfolio management, and business retirement plans since 1998. He holds a bachelor’s degree from San ... Read more
  • Jay Paris, Veteran San Diego Sports Journalist and Author

    December 14, 2017
    Listen to Podcast of the Show Richard and Joe welcomed Jay Paris celebrated sports journalist to discuss his new book “Game of My Life Rams: Memorable Stories of Rams Football”. As a staff writer for the San Diego Tribune and North County Times from 1992 to 2013, Jay covered the San Diego Chargers as his regular ... Read more
  • Cannabis Industry Experts, Lincoln Fish, CEO, and Dr. Allison Justice of Outco and Outliers Collective

    December 7, 2017
    Listen to Podcast of the Show This week Richard and Joe delve into the area of medical cannabis with industry experts Lincoln Fish and Allison Justice of Outco and the Outliers Collective. Formed in 2015, Outco is a vertically integrated, licensed producer of medical cannabis in Southern California. Outco currently distributes cannabis products to about 75 licensed ... Read more