Tax Attorney, Rich Gaines Rejoins the Show
Read moreNovember 11, 2012
Tax Attorney Rich Gaines joined the show on November 11th to discuss taxes and family issues related to wealth. Beyond offering his advice as a lawyer, Mr. Gaines guides experiential workshops in San Diego, which focus on topics such as business prosperity and the mastery of self and financial health.Throughout his career, Mr. Gaines has focused on how families can work on their business to ensure that it serves the complex needs and issues surrounding the business along with the interpersonal issues brought into family dynamics by wealth. To learn more about Mr. Gaines’ practice, visit his website at Family Legacy Legal or listen this Sunday night.
Vice-President of Charitable Organization Junior Achievement, Tara Michener
July 29, 2012 Our 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 ...Read moreServant Leadership Institute’s 2014 Fall Workshops
October 11, 2014 Art Barter returned to the show to discuss some of his upcoming events with Richard and Joe. The Servant Leadership Institute will be hosting three workshops this Fall. October 23rd: The Little Foxes: Engaging the Outliers. This workshop will focus on how to engage the small group of people in every community that undermine ...Read moreProfessional Tennis Team Comes to San Diego
May 3, 2014 Richard and Joe welcomed Russell Geyser of Geyser Holdings (formerly Gibraltar Holdings) to the show. His entrepreneurial spirit has led to great financial success in commercial and residential real estate development. He is also a producer of a couple of films in production called Stealing Cars and Lost in the Sun as well ...Read moreMarketing to Best Clients Not New Clients
May 1, 2014 Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.Read more


