• Sean Puckett, Sr VP of Mechanics Bank Returns

    January 26, 2017

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    Photo of Sean PuckettRichard and Joe welcomed Sean Puckett Senior VP with Mechanics Bank to discuss what is going on with community banks, the local San Diego economic outlook, a banker’s “wish list” for legislative reform, and what to expect with banking legislative reform post-election. They also discussed the acquisition of California Republic Bank by Mechanics Bank.

    Mechanics Bank LogoOn October 1, 2016, Mechanics Bank announced the completion of their strategic merger with California Republic Bank. Mechanics’ 110+ year history of reputability plus California Republic’s accelerated success since inception in 2007 has produced California’s preeminent community bank. Mechanics Bank provides personal banking, business banking, trust and estate services, brokerage and wealth management services through thirty-three offices across Northern California.

    Boys to Men LogoThey also discuss Sean’s philanthropic efforts with Boys To Men a mentoring program serving middle school boys age 11-14, and high school boys age 15-17 identified by school administration to be at-risk of educational failure, dropping out of school, juvenile delinquency or gang-related offenses.

    Sean Puckett brings more than 15 years of banking experience to Mechanics Bank. Sean has been recognized by the San Diego Daily Transcript as a “Top 21 Young Influential”, as one of SD Metro’s “40 under 40”, and served as past President of the Strategic Trusted Advisors Roundtable and the Laurels for Leaders Foundation. Sean is a graduate of the University of San Diego and resides in Point Loma with his wife Catherine and their two boys.

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  • The Forms of Journalism with John Rippo

    February 14, 2013
    John 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
  • Wealth Investment Strategies with Stephen R. Freedman, Ph.D., CFA

    February 6, 2013
    The 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
  • “Mr. Warmth,” Don Rickles and The City Club of San Diego’s Geo Mitrovich

    January 30, 2013
    Listen 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
  • Wing Howard & Harrison Howard | A San Diego Art Story

    January 25, 2013
    The 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
  • Richard Muscio Criticizes the CPA Profession for Granting Itself the Moniker “Most Trusted Advisor”

    January 23, 2013
    Significant 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
  • “Steps to the Summit: Reaching the Top in Business and Life”

    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
  • Qualcomm’s Founding Chairman and CEO Emeritus, Dr. Irwin M. Jacobs

    January 17, 2013
    Listen 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
  • George Takei and the Producers of the Play, “Allegiance: A New American Musical”

    January 9, 2013
    Listen 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
  • Business Valuations with Carl Sheeler

    January 6, 2013
    The show welcomed back Carl Sheeler of Business Valuations Ltd. His company specializes in assessing a business’s value. This type of appraisal is needed when a company is approaching a merger or acquisition, new partnerships or even estate planning. For those who are new to the idea of business valuation, it is important to remember ... Read more
  • How to Stay Relevant as a CPA

    January 1, 2013
    Five-minute highlight clip of Richard’s speech. Contact Richard if you are interested in having him speak at your event. Read more