December 8, 2016
Richard 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.
With the end of the year approaching, they discussed the list of 12 important things to do before the year’s end for tax planning, what integrated financial planning really means and three disruptive trends in the wealth advisory world, especially those related to the use of technology. They also into senior financial abuse and things you can do to help protect elders and their assets.
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 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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Listen to a podcast of Paul Hynes’ interview!
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February 7, 2015This Saturday, Richard and Joe spoke with Former Presidential Candidate and Governor, Michael Dukakis and former District 2 Councilman, Ed Harris. The Honorable Michael Dukakis was in San Diego speaking at a City Club San Diego event on “The State of Our Nation.” He also a visiting Professor of Public Policy each winter quarter at ... Read more
February 5, 2015Cheryl A. Bachelder, CEO of Popeyes® Louisiana Kitchen, Inc. Ms. Bachelder will be a presenter at the 5th Annual Servant Leadership Conference this March. Read her book, Dare to Serve. LISTEN TO PODCAST Read more
February 2, 2015On January 3rd, our radio show guests were Patrick Clark and Barry Barton. Patrick and his partner Brian Daly own and operate a private real estate investment firm with a heart, REIG. This summer their charity, Operation Renovation solicited applications from military families whose homes were in need of remodeling. After reviewing the applications ... Read more
January 31, 2015The show featured two returning guests. First at bat was legendary sport’s broadcaster, Dick Enberg. While Richard and Joe have had the pleasure of discussing his career commentating on Wimbledon, basketball, baseball, boxing, horse racing events, golf, and the Olympic games, this show will focus of the play he penned for his late friend Al ... Read more