• Let Me Introduce You to Joel Bash

    February 18, 2019

    Joel Bash & Company specializes in introducing quality professional people to each other to open the doors and create opportunities. He offers a system of business development that constantly produces people that have the ability to refer out a large amount of business to others.

    Joel Bash started the Beverly Hills Business Organization and ran it from 1985 to 1994. The organization grew and enabled me to form good relationships with thousands of quality people. Today, he personally knows over 16,000 Professionals. He has developed an expertise for introducing people to one another and has found it to be essential in the business world. He has a system of business development that constantly produces people that have the ability to refer out a large amount of business to others. He basically sets up one on one meetings with people, that he knows personally, that indicate that they are definitely able to refer out the specialty of business that my client performs.

  • Danae Davis, Executive Director, and Jarrett Bostwick, Board of Directors, of the Foundation for Animal Care and Education (FACE)

    February 11, 2019

    Each year, many animals are brought to their veterinarian with life-threatening conditions. Sadly, many owners cannot afford the critical care their beloved pets need to survive. They are left with one sad choice—euthanasia.

    The Foundation for Animal Care and Education (FACE) was established in 2006 by a group of veterinarians and concerned community members to provide financial grants for animal owners who are unable to afford the cost of their pet’s emergency or critical care. FACE proudly works with over 165 veterinary hospitals throughout San Diego County. Veterinary partners make FACE’s work possible by generously discounting their services for qualified FACE patients by at least 25%, and helping to fund raise whenever possible.

    What started out as a beautiful vision to stop the surrender and euthanasia of beloved family pets has become a supportive center where families in crisis can get a helping hand to save their pets’ lives. With a tagline of “Saving Pets and Helping Families,” FACE’s work is just as important for the animals we save as it is for the families who are spared the heartbreak of losing their best friend.

    FACE relies solely on donations to continue providing access to life-saving veterinary care and to enhance and preserve the quality of life for these loving pets.

    Danae Davis, Executive Director

    After graduating from U.C. Santa Barbara with a degree in Global and International Studies, Danae Davis was determined to find work in the nonprofit sector with an aim of making the world a better place. Her love of both animals and her hometown of San Diego drew her to FACE where she started her career as our Grant Coordinator. She was excited about her work helping local families apply for FACE assistance and was even more excited to be quickly promoted within the organization eventually becoming Executive Director.

    Jarrett Bostwick, Board of Directors

    Jarrett Bostwick serves as General Counsel & Co-Founder at Spearhead Capital, LLC, and focuses his practice on Wealth Transfer, Philanthropy Planning, Income Tax Planning, and Trusts and Estates. Jarrett earned his Bachelor of Arts in International Affairs Degree at The George Washington University in Washington, D.C., his Juris Doctorate Degree from Gonzaga University School of Law in Spokane, Washington, and his Masters of Law in Taxation Degree from The University of Washington School of Law in Seattle, Washington. Jarrett was named by Worth Magazine as “One of the Top 100 Attorneys in the United States” serving families and family offices. Jarrett had been supporting the FACE Foundation for several years prior to being invited to join the Board of Directors.

  • Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives and Company President, Curt Gautreau

    February 3, 2019

    Joel Grushkin, San Diego Regional Director of Cost Segregation Initiatives and Company President, Curt Gautreau join Richard explain what cost segregation is and how the new 2017 tax laws will affect it.

    Cost Segregation Initiatives (CSI) is a best of the breed specialty real estate services firm. Their primary focus is providing engineered, cost segregation studies in compliance with IRS guidelines. These and other comprehensive cash-flow solutions are designed for developers, investors, owner users and financiers of commercial real estate across the United States.

    Company President, Curt Gautreau is based out of Baton Rouge, Louisiana and his accounting practice focuses on emerging businesses, primarily real estate management and development.

    Joel Grushkin brings nearly forty years of executive experience to the CSI organization. His background includes eleven years with Arthur Young & Company (now Ernst & Young) as a Principal and Director of the firm’s Management Services Practice. His cost segregation experience has encompassed studies for developers and owners of commercial real estate.

  • Paul Hynes, Ten Principles of Smart Investing

    January 28, 2019

    Richard welcomes Paul Hynes, President, and CEO of HearthStone Private Wealth Management to discuss, in depth, the ten principles of smart investing.

    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.

    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.

  • Dr. José Muñoz, Head of the MBA Program at Point Loma Nazarene University

    January 21, 2019

    Jose Munoz San Diego Master in Business Administration ProgramsDr. José Muñoz has over 30 years of senior executive management experience in domestic and international public companies, private startup firms, and nonprofit organizations. Muñoz has served at Point Loma Nazarene University since 2006, where he functioned as the associate dean of Graduate Business Education for six years before taking on his role as associate professor of business, teaching graduate- and undergraduate-level finance, accounting, international business, strategy, and healthcare finance courses. Prior to his tenure at PLNU, he served as the CEO of Chicken of the Sea, after leading the team in the $400 million acquisition of the company from Ralston Purina.

    At one point in time (the early 1980’s) San Diego produced 90% of the tuna consumed in the USA. Dr. Muñoz was the CEO of Chicken of the Sea during this exciting period of San Diego history. Richard and Dr. Muñoz spend some time discussing how the seafood industry shaped San Diego and other parts of the California coast.

  • Alan Nevin, Director of Economic and Market Research at Xpera Group

    January 14, 2019

    Richard welcomes Alan Nevin to discuss economic forcasts, job growth, changes in job demographics.

    Alan Nevin is the Director of Economic and Market Research at Xpera Group. He has an extensive background in real estate economics, lending, and market analysis. In the past 20 years, he has performed over 1,000 market strategy studies across the United States, which has given him remarkable insight into the underlying trends and how they impact local and state economies.

    Mr. Nevin has an extensive background in real estate economics, lending, and market analysis. He serves the development, investment, legal and public agency communities with residential and commercial real estate valuation, feasibility and real estate advisory services. Alan also provides forensic economics services for construction and real estate litigation.

    In the past, Mr. Nevin has served as Chief Economist for the California Building Industry Association and has taught for 30+ years at UCSD Extension and is a co-founder of the UCSD Economics Roundtable.

    In 2016, Mr. Nevin published his landmark book, The Great Divide: The True Story of America Tomorrow, a compelling story of your future and your children’s future as divined through a myriad of research data. It is a book about trends, past, and future that blends demography, economics, and, to some degree, real estate.

    The Great Divide looks into the demographic patterns in the industrialized world and compares them to the United States. The industrialized world is aging, and that has an enormous effect on the future of the global economy.

  • San Diego Craft Brewing with Gina and Vince Marsaglia, and Tomme Arthur

    January 7, 2019

    San Diego is the capital of the craft beer industry in the United States and probably the world. Richard interviews three people who were part of the beginning of the craft brewing industry in San Diego, Gina and Vince Marsaglia and Tomme Arthur.

    In March of 1987 Gina and Vince Marsaglia, a pair of siblings in their 20′s, bought a struggling pizza place in the sleepy coastal town of Solana Beach, just north of San Diego. Early on, Vince took advantage of free space in the restaurant’s storage area to dabble with home brewing. The hobby took off and at the urging of friends and fans, Vince and Gina decided to go into the brewpub business. Pizza Port offered its first craft-brewed beers to patrons in 1992 and quickly gained a reputation in San Diego’s growing craft beer scene.

    These days Gina Marsaglia, a fan of great and inspired beers, is often seen running from beer festival to beer festival promoting the Pizza Ports and Craft Brewed Beer. When not chasing her three children, Gina enjoys running, working out, cooking and dipping into a well-stocked wine cellar for every occasion. She’s a fixture at the Pizza Port in Bressi Ranch where her office is located. She fancies hoppy IPA’s like the rest of us and is a big fan of sour beers as well.

    Vince Marsaglia is the other half of the dynamic ownership of Pizza Port. A world-class chef, Vince continues his aspirations of one day hosting his own Food Network Show titled Junk Yard Kitchen. These days Vince is charged with being an ambassador for San Diego’s craft brew scene. When not out spreading goodwill, Vince can be seen cooking for an army of five boys that call him dad.

    Tomme Arthur is co-founder and director of brewery operations at the Lost Abbey. Founded in 2006, The Lost Abbey produces an extensive line-up of continental and American- inspired ales and lagers. Under the direction of Tomme Arthur, the brewery has garnered dozens of awards including the 2007 Great American Beer Festival Small Brewery of the Year, The 2008 World Beer Cup Champion Small Brewery and the 2013 Champion Brewery at the San Diego International Beer Festival. The company’s beers, many of which are aged in oak barrels for 12 months or longer, are universally recognized for their complexity, unique flavors, and bold boundary-pushing styles.

  • Jordanna Eyre Founder of Modern Day Sorcerer

    December 31, 2018

    Jordanna Eyre is a life coach to say the least and has committed herself in helping others find, and maintain the perfect life balance. She helps clients to feel whole through accessing emotions, tapping into authenticity, and overcoming addictions. She also offers coaching, workshops, and products that meet anyone at their current journey toward self-love and wholeness.

    As founder of Modern Day Sorcerer and the first ever online Sorcerer School she works with leaders and visionaries of all shapes and sizes in returning to the deepest threads of their soul’s calling and the deep knowing that they’ve felt since they were young, but haven’t felt safe sharing with the world. Jordanna guides leaders to embody a deeper sense of power that stands in love and integrity, so that they can restore the strength of their vision in a way that is well received by the world, and blends with the pragmatics of the bottom line and the human aspects of life that have been pulling at them. You can see more of her vision at her youTube channel.

  • Brenda Geiger, San Diego Trust Attorney with Geiger Law Office

    December 24, 2018

    Richard welcomes sponsor, Brenda Geiger, San Diego Trust Attorney with Geiger Law Office to discuss estate planning, asset protection, and what is new with estate and gift tax.

    Geiger Law Office is an Estate and Business Planning law firm providing prosperous people strategies and legal advice on how to protect their families, assets, and businesses. They specialize in helping our clients protect themselves and their families from creditors, predators and divorcing spouses. Even as the managing attorney at her firm, she has carved out the time to be a prolific writer and hosts several educational events every year designed to help people understand the mechanics of creating and maintaining an estate plan. Her latest book, Secrets of Great Estate Planning Third edition, covers not only the basic things you’ll need to know to set up and maintain your estate plan, but also more advanced planning strategies such as Retirement Plan Trusts and Irrevocable Gifting Trusts for children and grandchildren.

    Ms. Geiger attained both her undergraduate law degrees from the University of San Diego among other significant academic accomplishments. While studying at the University of San Diego School of Law, Brenda was honored to be selected for the Oxford University International Comparative Law Program in Oxford England and was a member of the Entrepreneurship Clinic and San Diego International Law Journal.

  • Legendary San Diego Sportswriter and Author Jay Paris

    December 18, 2018

    Richard welcomes Jay Paris, sports journalist and author of “Game of My Life Rams: Memorable Stories of Rams Football” and “Game of My Life San Diego Chargers: Memorable Stories of Chargers Football” to talk about his new book “Shohei Ohtani: The Amazing Story of Baseball’s Two-Way Japanese Superstar” and a little bit of Padres baseball.

    Jay Paris is a celebrated sports journalist. As a staff writer for the San Diego Union-Tribune and North County Times from 1992 to 2013, he covered the Chargers as his regular beat. A three-time recipient of awards from the Pro Football Writers Association of America, Paris writes about the Chargers and Padres as an Associated Press, USA Today and mlb.com correspondent. He lives in Cardiff by the Sea, California.