June 1, 2017
Listen to Podcast of the Show
Richard and Joe welcomed CPAs and Business Advisors, Don Eppich and Paul Polito, founders of Polito Eppich Accounting which specializes in accounting services for businesses generating revenues from $500k to $150 million a year. Generally, these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need additional bandwidth on their management team.
Polito Eppich Accounting is a great provider of additional “financial” bandwidth and depth of experience. They provide the highest quality forward planning services, giving businesses and high-net-worth individuals clear, actionable information that helps them achieve their goals. Their team brings to the table more than 100 years of collective business expertise, offering all the compliance, audit, tax, and other accounting services you expect–and a level of strategic planning you’re unlikely to find anywhere else. Instead of simply viewing personal and business data solely through the prism of the past, they use that information to help plot a course for the future.
Operating a Privately Held Company
Paul and Don discussed the principles of owning and operating a privately held company and having an exit strategy in mind. They talked about how to build an enterprise’s value from the beginning and continue to increase its value. Don and Paul also discussed preparing for the eventual sale of the business.
Listen to a podcast of the show
August 12, 2015Are you ready for some FOOTBALL?!! If you are a Charger fan or just wonder what is going on with the potential new stadium deal this is the podcast for you. Richard and Joe interview Jim Steeg, former Executive Vice President and Chief Operating Officer of the San Diego Chargers (from 2004 to 2010) where he ... Read more
August 10, 2015Sponsor Brenda Geiger of Geiger Law Offices, and David Frees of UNRUH, TURNER, BURKE & FREES joined Rich and Joe for a discussion about preserving wealth across generations. Both guests are attorneys specializing in estate planning. To that end they have collaborated on the book Protect Your Children’s Inheritance: From Future Divorcing Spouses, Unjust Lawsuits, ... Read more
August 1, 2015This week we put our thinking caps on. Richard and Joe’s guest was Ralph J.Greenspan, Ph.D. Director of the Kavli Institute for Brain and Mind and Director of The Center for Brain Activity Mapping (CBAM) at UCSD. On top of that, he is also the co-Director of the cal-BRAIN program. That is a lot of directing. ... Read more
July 22, 2015Richard and Joe welcomed back sponsor Jason Kruger, President of Signature Analytics. Signature Analytics is an outsourced accounting firm that provides accounting support for small and medium sized companies not in a position to support the cost of an entire accounting department. The senior management team at Signature Analytics consists of individuals who each have ... Read more
July 17, 2015Richard and Joe’s guest was Dr. Budd Rubin DDS, MS. Dr. Rubin has led an exciting and eclectic life. In his early career he became one of the first orthodontists to use the transparent plastic brace (you may know it as Invisaline) to bring orthodontics to adults. As a result he became an orthodontist to ... Read more
July 11, 2015Richard and Joe interviewed Mr. Alan Nevin, Director of Economic and Market Research at Xpera Group and returning sponsor Joel Grushkin of Cost Segregation Initiatives. Mr. Nevin has an extensive background in real estate economics, lending and market analysis. He serves the development, investment, legal and public agency communities with residential and commercial real estate ... Read more
July 3, 2015Richard and Joe welcomed two guests, Austin Beutner, the CEO and publisher of both the Los Angeles Times and the San Diego Union-Tribune, and Bill Powers, master diver, scuba instructor and proprietor of Powers Scuba. Austin Beutner Mr. Beutner received his bachelor’s in economics from Dartmouth College, and is known for being the first Deputy Mayor ... Read more
June 26, 2015Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler is retained by companies as a “Strategic Value Architect” to distill complex issues into a strategic plan that mitigates risk, closes operational gaps and improves human and financial performance. In fact, Dr. Sheeler’s professional expertise is beneficial not ... Read more
June 18, 2015This 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 ... Read more
June 13, 2015Saturday, 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 ... Read more