March 14, 2013
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The show welcomed back Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI) for the third time. Mr. Grushkin has held a position with CSI since May of 2006, but his career in this industry spans all the way back to the early 1970s. It was as ...
Read more March 11, 2013
About a month ago, Mari Muscio decided to take up running. There must be some talent in the family as Mari has accomplished an enviable feat in a short time. She ran the 5k at the San Diego Half Marathon on March 10th and won her age division (50-54 women) with a time of 25 ...
Read more March 7, 2013
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Alex Sonkin, CEO of Fact Pattern Analytics was the guest. This company provides independent analysis to the advisors of wealthy families and businesses. By combining the best in the fields of actuary, third-party administrators, plan design specialists, solution providers, medical underwriters, asset valuation specialists, experts in ERISA, asset protection, and ...
Read more March 3, 2013
I am pleased to share with you that Drew Freides of UBS Wealth Management Americas has been named by Barron’s magazine as a “Top 1,000 Financial Advisor” in the United States. This is one of our industry’s highest honors and underscores Drew and his team’s commitment to solving the growing needs of their clients.
Barron’s annual ...
Read more February 28, 2013
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Kurt 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 ...
Read more February 20, 2013
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The 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 ...
Read more February 14, 2013
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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 ...
Read more February 6, 2013
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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 ...
Read more January 30, 2013
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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, 2013
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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. ...
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