• Paul Hynes CFP, Wealth Manager and Financial Advocate for Seniors

    December 8, 2016

    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.

    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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  • Neal Stehly and Health Care Reform

    March 13, 2015
    The show welcomed a new sponsor, Marrs Maddocks & Associates A Division of HUB International Insurance Services Inc. Neal Stehly, executive Vice President, Benefits Division of sponsor is a native of San Diego. He attended the University of San Diego, earning a degree in political science. He has been in the the Employee Benefits field ... Read more
  • Marketing Ninja Jon Margalit

    March 7, 2015
    Richard and Joe welcomed the first place winner of Pitch Fest, Jon Margalit. Though born and raised in the San Fernando Valley, he moved down to the San Diego area for college, graduated from San Diego State, and has been in love with San Diego ever since. Hailing from a long line of sales people, ... Read more
  • Building Trust and Resolving Conflicts

    February 27, 2015
    This was the third and final segment of interviews with presenters from the 5th Annual Servant Leadership Institute’s National Conference. Richard first interviewed Steven M.R. Covey, who is one of the three keynote speakers of the conference. Mr. Covey has long been a thought leader on the topic of leadership. His book, The SPEED of ... Read more
  • Leaders Who Change the World Through Service

    February 21, 2015
    This was the second part of the three part series on the Servant Leadership Institute’s 5th Annual Conference. Richard interviewed two of the keynote speakers, Ken Blanchard and Debbie Marriott Harrison. Mr. Blanchard has been at the forefront of molding American business leadership since 1979, when he and his wife founded, The Ken Blanchard Companies. Ms. ... Read more
  • Leaders Who Prosper Through Serving

    February 14, 2015
    Richard had the pleasure to interview two of the presenters at the 5th Annual Servant Leadership Conference, Cheryl Bachelder and Scott Schimmel. Richard recently interviewed Ms. Bachelder, CEO Popeyes® Louisiana Kitchen, Inc. with his wife Mari, to discuss her views on the movement of servant leadership. In March of this year her book, Dare to ... Read more
  • Congratulations to Anne Garrett

    February 9, 2015
    Anne Garrett, spokeswoman for Move Your Feet Before You Eat Foundation, set a record for US road race in the Surf City USA Half Marathon. The 80 year old ran it in 2:13:23, a record for her age category of 80-84 year olds. We would like to thank her for inspiration to keep moving. Read the ... Read more
  • Former Governor Michael Dukakis and Councilman Ed Harris

    February 7, 2015
    This 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
  • Richard and Mari Muscio Interview CEO of Popeyes Louisiana Kitchen, Inc

    February 5, 2015
    Cheryl 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
  • REIG Operation: Renovation 1st Home Reveal

    February 2, 2015
    On 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
  • Sports Broadcaster Dick Enberg and Servant Leadership with Art Barter

    January 31, 2015
    The 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