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).
February 28, 2013Kurt Reiman of UBS was the guest. Reiman currently holds the head position of the thematic research group within UBS Wealth Management Research in the Americas. As the senior editor of one of the flagship publications, UBS research focus, he has had the distinction of publishing many pieces on varying subjects from infrastructure, climate change, ... Read more
February 20, 2013The guests were Paul and Denise Fejtek, who shared their exciting story with you about their Seven Summits Quest, and what it takes to train, prepare, and select the right team to help you get to the top. In addition, they highlighted some of the exciting stories and lessons found in Paul’s recently released book ... Read more
February 14, 2013John Rippo, who is the publisher and editor of ESPRESSO San Diego’s Coffeehouse Newspaper was the guest. This publication has given local cafe society news, views, commentary, art, food, and culture news for nearly thirty years, along with the occasional story about coffee. Started by Mr. Rippo after having an dynamic conversation with friends over ... Read more
February 6, 2013The guest was Stephen Freedman, Head of Investment Strategy at UBS. After earning a Master’s degree in economics and business from University of Gallen in Switzerland, Mr. Freedman went on to earn a Ph.D. in financial economics from the same institution. His career at UBS began back in 1998 where he initially started as an ... Read more
January 30, 2013Listen to Podcast of the Show The show was be filled with laughter as comedian and actor, Don Rickles joined the show. Mr. Rickles began in show business back in the late 1940s playing small roles on television. However, he became frustrated with the limited number of roles, so he branched out into stand-up comedy. Not ... Read more
January 25, 2013The guest was artist, Harrison Howard. Harrison Howard started his career at the age of 19, following in the footsteps of his late and well-known father, Wing Howard. Wing Howard is well-loved in San Diego for his murals at the Whaling Bar of the La Valencia Hotel in La Jolla. Wing Howard painted 4 pieces ... Read more
January 23, 2013Significant literature exists in the CPA profession, whereby the CPA profession has granted itself the lofty title of “Most Trusted Advisor.” Witness the AICPA’s report “CPA Horizons 2025” and articles that have followed the release of this report. The self-granting of this moniker to CPAs, by the CPA profession, is ludicrous. This title has been self-conferred ... Read more
January 21, 2013“Steps to the Summit: Reaching the Top in Business and Life” talks about the determination and strategy you need to achieve business and personal goals. Managing director of Hunter Wise Financial Group, LLC., Paul Fejtek and his wife, Denise have made this metaphor a reality. This successful couple has not only scaled all the major ... Read more
January 17, 2013Listen to Podcast of the Show The show’s guest Irwin Jacobs. Dr. Jacobs was born in Massachusetts, and received a B.S. degree in electrical engineering from Cornell University. He then went on to attend Massachusetts Institution of Technology, MIT, where he received his Masters in 1957 and Doctorate in 1959. It was a Professorship at the ... Read more
January 9, 2013Listen to Podcast of the Show George Takei, Lorenzo Thione, and Wendy Gillespie were the guests. They are the creators of the theater production “Allegiance: A New American Musical,” which had its world premiere here in San Diego at the Old Globe Theater in the fall of 2012 and is in negotiations to take its poignant ... Read more