• Brenda Geiger, Expert Estate & Business Planning Attorney and Michelle St. Clair, CEO of Elite Lifestyle Mgmt

    September 8, 2016

    Photo of Carlsbad Trust LawyerRichard and Joe welcomed show sponsor Brenda Geiger, trust attorney, and Michelle St.Clair a luxury concierge.

    Brenda Geiger and the Geiger Law Office is an Estate and Business Planning law firm providing prosperous people strategies and legal advice on how to protect their families, assets, and businesses. They specialize in helping their clients protect themselves and their families from creditors, predators, and divorcing spouses. She collaborates with Richard on complex estate issues that affect family offices.

    In addition to serving her clients and managing her firm, Brenda Geiger has made the time to be a prolific writer and hosts several educational annual events designed to help people understand the mechanics of creating and maintaining an estate plan.

    Her upcoming event on September 20th will address a change to the IRS code Section 2704 which will substantially increase wealth transfer taxes. On the show, she will discuss these changes to the code, and how they will affect wealth transfer and what individuals can do to protect their assets before these changes go into effect. Brenda also has a fun event coming up on October 7th for car lovers!
    Ms. Geiger attained both her undergraduate law degrees from the University of San Diego among other significant academic accomplishments.

    Michelle-St-ClairMichelle St. Clair is founder & CEO of Elite Lifestyle Management (ELM) a members-only lifestyle management, luxury concierge service firm. ELM is the preferred service of those with the means to enjoy life’s luxuries who also desire more time to experience them. Whether it’s for business or pleasure, their private membership, and corporate services are designed so that everything is catered to their Members’ preferred level of assistance and tailored to their personal requirements.

    San Diego, California native Michelle St. Clair is a born bon vivant and has always been a resource of what’s new and noteworthy in dining, entertainment, and travel for those in her social circle. A savvy entrepreneur, she founded a national events planning firm in 2011. She arrived upon the concept of a private concierge company and in 2014 she founded ELM, San Diego’s first invitation-only luxury lifestyle management and concierge that caters to elite clientele throughout California and beyond. Sought-after for her problem-solving acumen, she can make the impossible possible— whether it’s a private tour of the Vatican or tickets to a sold-out Broadway musical just hours prior to the curtain rising.

    Listen to a podcast of Michelle St. Clair and Brenda Geiger’s’ interview!

    Listen to a podcast of Michelle St. Clair’s’ interview!

    Listen to a podcast of Brenda Geiger’s’ interview!

  • Building a Lasting Legacy with Rich Gaines and Ken Druck

    April 24, 2013
    Sponsor Rich Gaines returned to the show this Sunday. Mr. Gaines is a Tax Attorney with Family Legacy Legal, and he talked about an upcoming event that he is hosting on May 4th. Entitled “Creating an Inspired Legacy,” this workshop will cover the legal, emotional and psychological aspects of legacy building. Attendees will walk away ... Read more
  • Star Power with Fred Saxon

    April 17, 2013
    Fred Saxon has been interviewing the biggest stars in the movie and television industry for well over 25 years. Mr. Saxon has interviewed more than 800 celebrities! Videos of some of those 800 interviews can be found on his website, FredSaxon.com. Mr. Saxon has won Emmys for his work on XETV, FOX6, and KUSI-TV and ... Read more
  • The Energy of Success with Erik Swanson

    April 10, 2013
    Erik Swanson was the guest on the show. Mr Swanson has been coaching and training professionals to have a successful mindset for 15 years. Mr. Swanson has been a Senior Coach and Trainer for Universal Seminars, where he has conducted seminars at private venues across the United States. He is also a co-founder and the ... Read more
  • Forward Thinking in Leadership with Donald Green

    April 3, 2013
    Richard and Joe discussed success and leadership skills with Donald Green. Mr. Green is the Vice President and Executive Director of the Napoleon Hill Foundation. The foundation’s mission is to be a “nonprofit educational institution dedicated to making the world a better place in which to live.” The Napoleon Hill Foundation hosts retreats centered ... Read more
  • The American Taxpayer Act of 2012

    March 29, 2013
    The American Taxpayer Relief Act of 2012 Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. CPA’s and their firms must ... Read more
  • What’s After the Fiscal Cliff? Richard Muscio, CPA

    March 29, 2013
    Accountant, speaker and radio talk show host Richard Muscio, CPA, believes that the American Taxpayer Relief Act of 2012 is a “game changer” for owners of very profitable businesses, real estate operators and high-net-worth individuals and families. “CPA’s and their firms must change the way they do business to properly advise these A-list clients,” he ... Read more
  • Entering Franchising with Frank Caperino

    March 27, 2013
    Richard and Joe discuss the franchise industry with veteran franchisee and franchise consultant and author, Frank Caperino with www.FranChoice.com. Author of “Buying a Franchise: 24 Items to Beware of Before Signing!,” Frank draws on his experience of owning and operating eight Cold Stone Creamery franchises in the San Diego area for 15 years. He is ... Read more
  • Richard Muscio quoted in ‘Accounting Today’ Journal

    March 22, 2013
    The following is an excerpt from the March 15th article by Michael Cohn: “Richard Muscio, a CPA in San Diego who services family offices with a net worth of $250 million and above, is one of the experts who works with Lombardi. Separately, he also consults with about 30 CPA firms on servicing their high net ... Read more
  • Business Valuations Keeping Attorneys’ Advisory Positions Strong

    March 20, 2013
    The show welcomed back sponsor Carl Sheeler of Business Valuations Ltd. Mr. Sheeler’s company focuses on evaluating a business’s worth. Knowing a company’s value is imperative when a company is looking towards upcoming events such as: a merger or acquisition, new partnerships or even estate planning. In this interview, the discussion focused on how estate ... Read more
  • Increasing Cash Flow for Commercial Buildings with Joel Grushkin

    March 14, 2013
    The show welcomed back Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI) for the third time. Mr. Grushkin has held a position with CSI since May of 2006, but his career in this industry spans all the way back to the early 1970s. It was as a Principal and director of ... Read more