December 8, 2016
Listen to Podcast of the Show
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).
April 22, 2014CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart from ... Read more
April 21, 2014Recommended Reading Together, your host Richard Muscio and Kathy Kinane founded the Move Your Feet Before You Eat Foundation, which sponsors the annual Oceanside Turkey Trot. The races held Thanksgiving morning have become a loved tradition in Oceanside and had a whooping 8,500 participants in 2013, the event’s eighth year. Kathy Kinane, also founder of Kinane Events ... Read more
April 17, 2014The show welcomed two different guests. The first half featured Sarah Boot, who is running for a City Council Seat in District 2. The second interview was with Brad Pagano of the San Diego Financial Literacy Center. Ms. Boot was in private practice early in her law career, but she was drawn to public service ... Read more
April 9, 2014Saturday night’s guests were former securities trader Larry Doyle and returning guest Gary Aguirre, former SEC attorney and founder of Aguirre Law, APC. Mr. Doyle, a former securities trader, publishes his blog, Sense on Cents on topics related to Wall Street. He launched Sense on Cents in 2009 when he realized that most people ... Read more
April 4, 2014Besides insiders, no one knows more about the sudden vote to shut down the San Diego Opera than Don Bauder. Mr. Bauder is a columnist for the San Diego Reader, and he has written seven articles on the shocking vote to shut the San Diego Opera at a lightly attended board meeting on March 19th. ... Read more
March 26, 2014This interview features Stephan Aarstol, the founder and CEO of Tower Paddle Boards, a local San Diego company and San Diego District Attorney Candidate, Bob Brewer. Mr. Aarstol earned a MBA in New Venture Management from the University of San Diego, and has over 15 years of entrepreneurial experience. While he has been a long ... Read more
March 26, 2014U-T San Diego reports Warwick’s, the country’s oldest family owned-and-operated independent bookstore best selling list, and in its Sunday March 9, 2014 issue the list was: So What’s Your Play? by Richard Muscio Doing Harm by Kelly Parsons The Boys in the Boat by Daniel Brown How to Get Filthy Rich in Rising Asia by Mohsin Hamid ... Read more
March 19, 2014The guest was founder of CONSOR, Wes Anson. Mr. Anson has more than 20 years of experience in the field of licensing valuation and as a marketing professional. Among his credentials are his position of Chairman at CONSOR, the company he founded more than twenty years ago in the San Diego region, and a Master’s ... Read more
March 12, 2014This Saturday night, our guests were: Joseph Sorge author of Divorce Corp Heather Johnston, La Jolla Architect David Dickins, La Jolla Environmental Engineer Divorce Corp is Dr. Sorge’s debut piece as a writer and director. Prior to his work in the film industry he earned a B.S. from M.I.T. and a M.D. from Harvard. His focus changed ... Read more
March 4, 2014This Saturday’s guest will be Shari Arison, who is the founder of Good Deeds Day, a global annual celebration of good. This movement began in Israel in 2007 with only 7,000 participants across the nation. March 9, 2014 will be the 8th Annual Good Deeds Day and we are encouraging all our listeners to participate. Good ... Read more