Richard is joined by three experts to discuss key questions about estate planning including: Who needs an estate plan? (spoiler…
Tax laws are constantly changing. Even though you may have set up a trust and an estate plan in 2000…
Richard discusses real estate investment and lending with Elliot Shirwo -- the founder and principal of BridgeCore Capital. They delve…
It's not too late to do tax planning! Well, it is coming up on the end of the year which…
Richard is joined by show sponsors Joel Gruskin and Curt Gautreau of Cost Segregation Initiatives (CSI) to discuss what cost…
Andrew Lee joined Richard to discuss sustainable impact investing. As Head of Sustainable and Impact Investing at USB, Lee supports…
Joseph 'Joe' Driscoll has been leading people from all walks of life (including military and civilian) toward achieving financial independence.…
Richard welcomes Brenda Geiger of Geiger Law Offices to discuss estate planning and trusts. Brenda Geiger is the Founder and…
Anthony Lombardi joins Richard to discuss the Advanced Tax Planning Institute and the Lombardi Family Office and what a family…
How does the new tax code section 199A affect your business? Richard goes into detail with Don Eppich and Paul…
Ken Ruggiero joins Richard for an in-depth discussion of the increasing burden of student loans on college students and their…
Richard welcomes Paul Hynes, President, and CEO of HearthStone Private Wealth Management to discuss, in depth, the ten principles of…
Richard welcomed Paul Hynes, President, and CEO of HearthStone Private Wealth Management. Together, Paul and Richard explain the alphabet soup…
Richard welcomed Joel Grushkin, the San Diego Regional Director of Cost Segregation Initiatives (CSI), and Company President, Curt Gautreau. CSI…
The show was honored with three awards at the 
