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 5, 2012On Sunday April the 8th Richard interviewed Anthony Roth. Tony recommends customized investment strategies for UBS’s high-net worth clients. Prior to this job, Tony served as Co-Head, Advisory Services Division, at Bear, Stearns & Co., where he managed a team that provided customized and scalable solutions to family office and institutional clients with significant means. ... Read more
April 4, 2012Carmel Valley man to run Boston Marathon for blind school Carmel Valley resident Richard Muscio, co-host of a KFMB 760 radio show on finances, will run the 26.2 mile-Boston Marathon April 16 to raise money for the Perkins School for the Blind based in Watertown, Mass. Muscio is one of 10 runners from across the country on ... Read more
March 29, 2012Richard hosted lunch in mid-March with Judge Laro and six other guests at the University Club in San Diego. All of the guests got the Judge’s Business Valuation book, which is now out in second edition. He is this Country’s most prominent Tax Court Judge on matters of Valuation for Estate tax and Gift tax ... Read more
March 28, 2012On Sunday April 1st, Richard interviewed sponsor Carl Sheeler about his approach to business valuation. This excerpt from Business Valuations, Ltd., outlines some of the major issues to consider when hiring a business valuation expert: “You need a business valuation” is the statement made to just about every business owner eventually by an attorney or a ... Read more
March 22, 2012On Sunday March 4th, Richard and Joe interviewed Don Eppich and Paul Polito about business strategy and taxation. Polito Eppich specializes in serving companies with revenues between a half million to 150 million a year. Generally these businesses are dynamic, either growing or divesting, have complex tax structures and “thin financial management” meaning they need ... Read more
March 15, 2012On March 18th UBS strategist Katie Klingensmith and Richard Muscio talked about global macroeconomic trends in light of the coming election. Katie Klingensmith is one of the co-authors of Election Watch 2012, a white paper that identifies political issues at stake with the coming 2012 election. Additionally, on Tuesday, March 6th, 2012, Ms. Klingensmith gave ... Read more
March 7, 2012Laura Farmer Sherman joins Richard and Joe on the show March 11, 2012. While nationally Susan G. Komen for the Cure has been in the news recently over their relationship with Planned Parenthood, Laura, Richard and Joe will be discussing the specific contributions that Komen has been making locally here in San Diego’s care and ... Read more
March 7, 2012Richard Muscio presented at The Secret Knock event hosted by best-selling author (“Three Feet From Gold”) and motivational speaker Greg S. Reid (www.alwaysgood.com). Among other notable motivational speakers were Mark Anthony Bates, Dave Stanley, and the inimitable Les Brown, with over 200 in attendance. Richard spoke about how, from his experience with vision loss in 2001, ... Read more
February 28, 2012On January 29th, Richard and Joe interviewed Dan McAllister, San Diego County’s Treasurer. (audio here) Maureen Cavanaugh from KPBS interviewed Dan McAllister on February 20th, and she explored some of the same controversial financial themes we did on our show. For the transcript of Ms. Cavanaugh’s interview, click here. We found this excerpt interesting: CAVANAUGH: I’d like ... Read more
February 25, 2012Sponsor and tax attorney Rich Gaines discusses the 3 pillars of Family Wealth: business prosperity, mastery of self, and financial health. Making Sure Your Business is Braced for Success was the subject of his interactive and experiencial workshop. For more information on workshops, please visit www.FamilyLegacyLegal.com or call 760.931.9923. Listen to the Rich Gaines interview by clicking ... Read more