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…
Richard interviews Brad Chisum, CEO of Launch Factory, which recruits talented entrepreneurs and provides them with funding and incubation to…
This week Richard talks with Michael Apstein, principal founder of Primary Growth Partners, about the business of cannabis. As one…
Vidal Espinosa discusses how owners of businesses in Mexico go about also becoming entrepreneurs in the USA, and his non-profit’s…
Richard welcomes Savvas Morinos, a long-time friend and expert in multi-family housing for an interesting discussion about housing in San…
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…
Sean Puckett is a Vice President with Mechanics Bank. Mechanics Bank's strategic merger with California Republic Bank produced California’s preeminent…
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…
Richard welcomes Richard Matsey and Jacob C. Chaparro of Zenith Investment Management to discuss the evolution of the wealth advisory…
The show was honored with three awards at the 
