• Sean Puckett, Sr VP of Mechanics Bank Returns

    January 26, 2017

    Listen to Podcast of the Show

    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.

    Listen to a podcast of the show

    Podcast

  • Greg Kyte Offers His Comedic Opinion to the CPA Horizons 2025 report

    February 18, 2012
    Greg Kyte’s monthly look at the current issues and trends in the accounting profession pokes fun at the AICPA’s CPA Horizons 2025 report. Filmed live at the inaugural IC Opportunities event hosted by Jody Padar in Chicago. Read more
  • Richard and Joe Interviewed Victor DeNoble

    February 16, 2012
    On Sunday, February 19th, Richard interviewed Victor DeNoble, the famous whistleblower that took down Phillip Morris. Immediately following our broadcast, Victor was on C-SPAN. Click here to watch the video. The following excerpt from a Yakima Herald news article sums up Dr. DeNoble’s experience. ‘Philip Morris, the makers of Marlboro cigarettes, hired DeNoble in 1980 to ... Read more
  • Barrett Weighs in on the CPA Horizons 2025 Debate

    February 13, 2012
    The CPA Horizons 2025 report has sparked debate among accounting bloggers. It started here, and was picked up by Ron Baker at the Versage Institute. A young CPA named Barrett weighed in with a unique perspective. His comments are below. Barrett I hesitate to speak, given the level of IC already present in the comments here. So ... Read more
  • Sunday’s Guest is Chris Yanov from RealityChangers.org

    February 10, 2012
    In keeping with Richard’s philosposhy of transcending wealth into meaning, he will be interviewing Chris Yanov from RealityChangers.org. Reality Changers was one of 2 grantees this year by San Diego Social Venture Partners. Listen to a podcast of Chris Yanov’s interview! Read more
  • Mark Koziel and Richard Muscio Find Common Ground

    January 21, 2012
    Mark Koziel and I (Richard Muscio) have had an ongoing series of opinion pieces stemming from my reaction to the CPA Horizons 2025 report. My initial article is here. Mark’s reaction is here. I’m happy to report that Mark and I had a great conversation on Thursday, wherein we reached 3 interesting conclusions: First, while the CPA ... Read more
  • CPA Horizons 2025 – A Very Small Box

    December 19, 2011
    I just finished reading the recent report titled CPA Horizons 2025 which was put forth by the American Institute of Certified Public Accountants to describe both the current state as well as the future of the CPA profession. Please allow me a couple of minutes to stretch my 6’2” frame, because to be able to read ... Read more
  • Year End Planning Guide for 2011

    December 12, 2011
    “While you prepare to close the books on 2011, you should take a moment to consider your investment and tax planning. The inevitable debates in the upcoming election year surrounding the economy and national debt will likely lead to changes in tax policy. In the meantime, there is opportunity for individuals to take advantage of ... Read more
  • 2011 Year End Tax Planning for Small Businesses

    December 11, 2011
    Certified Public Accountant, Dru Brannen joined the show to talk about year end tax issues for small businesses. LISTEN TO PODCAST Listen to a podcast of Dru Brannen’s interview! Read more
  • Carl Sheeler of Business Valuation LTD

    December 4, 2011
    Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. LISTEN TO PODCAST Listen to a podcast of Carl Sheeler’s interview! Read more
  • Collaborate: To work together, especially in a joint intellectual effort

    November 30, 2011
    Collaborating to Manage the Golden Egg The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy. The presentation includes action items and challenges that will change ... Read more