January 26, 2017
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Richard 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.
On 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.
They 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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July 31, 2012Richard is frequently a featured speaker at networking events and continuing education credit (CEU) events. This speech was given in June 2012. Contact Richard if you’d like him to speak at your next event. Business Succession Planning: “Can I Really Fire My Mother?” Read more
July 25, 2012Our talk show guest Sunday, July 29th was Tara Michener, Vice-President of Development and Community Relations for the charity Junior Achievement. Tara, Richard and Joe discussed the organization’s mission to teach students smart money skills using a popular program called Biz Town for 5th graders, developed to reduce the drop out rate among students by ... Read more
July 18, 2012Gene Locklear played professional baseball from 1969 until 1977. He started in the farm league for the Cincinnati Reds, and later played in the Major Leagues for the Reds, San Diego Padres, and New York Yankees. Locklear is from North Carolina, and he is a full-bodied Lumbee Indian. After Locklear’s professional baseball career, he transitioned into ... Read more
July 11, 2012Former investment banker at Morgan Stanley, Frank Partnoy, and author of F.I.A.S.C.O, Infectious Greed, The Match King, and most recently WAIT:The Art and Science of Delay, was our guest on July 15th. Frank is currently a practicing corporate lawyer and leading world expert on market regulations. He is also a frequent commentator for The Financial ... Read more
July 10, 2012Ted Geisel had a favorite booth at the La Valencia Hotel, and his wife Audrey, closest friends and family gathered together on Sunday July 8th, 2012 to dedicate a plaque to the beloved man whose pen name was Dr. Seuss. The idea of a plaque was the brainchild of Richard’s co-host Joe Vecchio, and the ... Read more
July 5, 2012Listen to Podcast of the Show Legendary sportscasters Dick Enberg joined our radio program on July 8th, 2012. Enberg continues a long career in calling sports events on NBC, CBS, and ESPN. He is particularly well-known for his 28 year long stint at Wimbledon, but he has done sports commentary on many sports including basketball, baseball, ... Read more
Learn About Government Bond Debt: UBS Bonds and Securities Expert Thomas McLoughlin Talks on Internet Radio
June 27, 2012Tom McLoughlin is Head of Municipal Research, leading research and strategy efforts within the municipal bond market. He currently serves as a member of the Wealth Management Research Management Committee. Prior to joining UBS, Tom spent more than 25 years in the public finance field, most recently as CEO of National Public Finance Guarantee Corporation. Prior ... Read more
San Diego Bankers Dan Yates, Steven Sefton and Sean Puckett Join the Show for the Second Part of Our Sunday Double-Header
June 23, 2012On Sunday June 24th, Richard and Joe welcomed Dan Yates, Steven Sefton, and Sean Puckett of Regents Bank to their financial radio talk show. Regents Bank is the newest sponsor of It’s Your Money, Not Theirs. Dan Yates is a native San Diegan and a graduate of SDSU. He has been in banking for 32 ... Read more
June 20, 2012Sunday night, June 24th, It’s Your Money, Not Theirs hosted a double-header. Alice Hill joined the show. Ms. Hill was a talented athlete herself, but she made history when she was the Director of Women’s Athletics at Colorado State University. From her website, She was the first Director of Women’s Athletics in the first year women ... Read more
June 18, 2012The co-founder of the Move Your Feet Before You Eat Foundation, Kathy Kinane wrote an editorial for the San Diego Union Tribune that ran in the opinion section. As 50-year-old women, my friends and I are keenly aware of those who came before us, and the people – both women and men – who voted ... Read more