July 12, 2017
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Richard and Joe welcomed Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI) and Alex Goldstein real estate agent, investor, and principal in over $50 million of land, commercial and residential real estate transactions.
Joel Grushkin specializes in an aspect of commercial real estate called cost segregation, which is an IRS-sanctioned procedure of re-classifying the improvements and components of commercial buildings in order to increase cash flow and reduce income tax liability. Joel brings nearly forty years of executive experience to the CSI organization. His background includes eleven years with Arthur Young & Company (now Ernst & Young) as a Principal and Director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience has encompassed studies for developers and owners of commercial real estate. CSI is a best of the breed specialty real estate services firm. Their primary focus is providing engineered, cost segregation studies in compliance with IRS guidelines. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States.
Alex Goldstein is a top-producing real estate agent and has acted as an investor, developer, and principal in over $50 million of land, commercial and residential real estate transactions.
Alex is the author of three real-estate books. His latest book “No Nonsense Real Estate: What Everyone Should Know Before Buying or Selling a Home” is a thorough review of what every homebuyer needs to know. He also writes for the Huffington Post and has been featured in articles in the New York Times, Newsday, and the Wall Street Journal.
He has acted as a principal in over $50 million of real estate transactions, from homes to office buildings and hundreds of acres of land. Alex currently represents clients on large residential and commercial transactions. Having also passed the Series 7 securities exam and the life insurance licensing exam, he has the perspective to put real estate decisions in a larger financial context.
Alex is an honors graduate of Northwestern University and was also a visiting scholar at Oxford University. Food and wine are his life-long passions, he has served on the boards of the International Wine & Food Society and La Confrérie des Chevaliers du Tastevin. Alex resides in Scottsdale, Arizona with his fiance Tess and their dog Cohiba.
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April 3, 2015Richard and Joe welcomed back sponsor and friend, Carl Sheeler of Berkeley Research Group, LLC. Dr. Sheeler recently published a book, Equity Valuation: A Tool to Enhance Value and Mitigate Risk. The book focuses on how to apply valuation techniques and leverage human capital and operational effectiveness. Dr. Sheeler is retained by companies as a “Strategic ... Read more
March 28, 2015Richard and Joe sat down and talked to local activist, Aaron Byzak, who is the founder of Hazel’s Army. Mr. Byzak and his advocacy group have spearheaded reform in the laws and health codes governing assisted living communities and state-run retirement facilities. Along the way, they have discovered the benefits of bridging the gap between ... Read more
March 26, 2015Drew Freides and Michael Kanigher have been recognized as industry leaders. Drew Freides Barron’s Top 100 Financial Advisors, 2015 Drew Freides Barron’s Top 1,200 Financial Advisors, 2015 Drew Freides & Michael Kanigher Financial Times Top 400 Financial Advisor, 2015 Michael Kanigher Barron’s Top 1,200 Financial Advisors, 2014, 2015 Drew Freides Barron’s Top 1,000 Financial Advisors, 2013 Read more
March 20, 2015Richard and Joe welcomed director and producer, Denny Tedesco. Mr. Tedesco is the son of the late American master session musician and renowned jazz and bebop guitarist, Tommy Tedesco, in The Wrecking Crew. When his father was diagnosed with terminal cancer, Denny decided that the world needed to hear the story of the studio musicians ... Read more
March 13, 2015The 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
March 7, 2015Richard 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
February 27, 2015This 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
February 21, 2015This 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
February 14, 2015Richard 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
February 9, 2015Anne 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