Tag: Tac Wealth
Tackling Estate Planning Myths with Greg Chilton (Ep.12)

Tackling Estate Planning Myths with Greg Chilton (Ep.12)

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How prepared are you for the unexpected? It doesn’t matter if you’re ultra-wealthy or have a humble estate; it’s time to prepare for whatever life throws at you.

Kevin Richardson sits down with Greg Chilton, a seasoned estate planning attorney, to uncover the essentials of preparing for life’s twists and turns. In a candid chat, Kevin and Greg delve into the nuances of estate planning – a subject often presumed elusive yet universally vital.

Greg shares insights into why everyone, regardless of perceived wealth, has an estate worth protecting. Together, they unpack the concepts of wills vs. living trusts, the intricacies of ‘pour-over wills,’ and much more, demystifying the process of securing your legacy to make sure your loved ones are cared for.

Key discussions include:

  • The fundamentals of what constitutes an estate
  • The roles of trusts and wills in estate planning
  • How to approach difficult decisions like guardianship
  • Tips for titling assets correctly within a trust
  • And more!

Connect with Kevin Richardson: 

Connect with Greg Chilton: 

About Our Guest: 

Greg Chilton was born in Sacramento, California, July 26, 1962; admitted to the bar, 1989, California; U.S. District Court, Northern, Eastern and Central Districts of California. Education: University of California, Davis (A.B., 1986); University of Santa Clara (J.D., 1989). Member: Monterey County Bar Association; State Bar of California. (Certified Specialist, Estate Planning, Trust and Probate Law, The State Bar of California Legal Specialization).

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Greg Chilton is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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Exploring Big Sur: A Day in the Life of a Wildlife Photographer with Meredith Evans

Exploring Big Sur: A Day in the Life of a Wildlife Photographer with Meredith Evans

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What does a wildlife nonprofit have to do with your financial game plan? Let’s explore the unique way conservation and finance intersect!

In this episode, Kevin Richardson shares intriguing tax tricks and strategies just in time for tax season. Tune in for insights on maximizing your IRA and the benefits of Qualified Charitable Distributions. The highlight of this episode is Kevin’s conversation with Meredith Evans from the Ventana Wildlife Society. Discover how this nonprofit has made leaps in restoring the California Condor population and the role lead contamination played in their decline.

Meredith and Kevin discuss:

  • Tax-saving tips during the tax season.
  • The incredible journey of bringing California Condors back from near extinction.
  • A day in the life of wildlife conservation, including breathtaking captures in Big Sur.
  • The power of social media in wildlife conservation and the impact of live cams.
  • And more!

Connect with Kevin Richardson: 

Connect with Meredith Evans: 

About Our Guest: 

With diverse experience in photography, videography, and visual content creation, Meredith Evans brings a unique blend of creativity and technical skill to every project. Over the years, they have honed their craft to evoke emotion and convey powerful narratives through imagery.

Driven by a passion for wildlife conservation, Meredith has had the opportunity to film endangered species in their natural habitats. Their contributions to a wildlife documentary have helped raise awareness about wildlife conservation and restoration, making a meaningful impact in the field.

In addition to their photography and filmmaking expertise, Meredith possesses strong skills in website design and management, as well as social media content curation and strategy development. They have successfully managed the online presence for both their private business and a non-profit organization, utilizing platforms such as Instagram, Facebook, and X (formerly Twitter) to engage audiences and drive meaningful interactions.

Proficient in a range of software including Adobe Creative Suite (Photoshop, Premiere Pro, InDesign), Canva, and Microsoft Office, Meredith is well-equipped to handle various aspects of multimedia production and design. Whether filming interviews or documenting wildlife in remote, rugged locations, they thrive in dynamic environments and are committed to delivering captivating visual experiences.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Meredith Evans is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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How to Help Protect Your Assets with Smart Insurance Strategies with Joe Stretch (Ep.10)

How to Help Protect Your Assets with Smart Insurance Strategies with Joe Stretch (Ep.10)

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What are some of the biggest hidden risks that could impact your financial future?

Kevin Richardson chats with Joe Stretch, a seasoned insurance professional and agency owner based in Salinas, California. As we kick off 2025, they delve into the intricate relationship between insurance and financial planning, highlighting how insurance can act as a critical safety net for any robust financial plan.

Key discussion points include:

  • How life insurance can protect your loved ones should the unexpected happen 
  • Why liability coverage is a silent but crucial guardian of your assets 
  • The impacts of changing market conditions on insurance premiums and what you need to know 
  • Busting common misconceptions about insurance coverage in everyday scenarios
  • And more!

Connect with Kevin Richardson: 

Connect with Joe Stretch: 

About Our Guest: 

Joe and the team are known for their patient, compassionate approach, helping with Life and Paycheck Insurance and showing families how to bundle their Home, Auto, and Liability Insurance to achieve the most value. They love what they do because they make a difference in families’ lives when it’s needed most, backed by the financial strength of a 100-year-old, private company.

After working 15 years in Risk Management, Joe brings a unique perspective to his customers’ lives that can’t be found anywhere else. They bring that invaluable point of view to their business owners’ insurance approach as well as to normal, everyday families. Away from the office, sponsoring and volunteering in local youth sports, music, and art programs and being able to contribute to the community is what brings them the most joy. Joe can also be found working on cars, mountain biking, exercising, or playing and coaching baseball when he’s not spending time with his wife and two sons.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Joe Stretch is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. This recording is intended to assist in educating you about insurance generally and not to provide personal service. They may not take into account your personal characteristics such as budget, assets, risk tolerance, family situation or activities which may affect the type of insurance that would be right for you. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

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The Unexpected Impact of a Simple Daily Habit with John Scukanec (Ep. 9)

The Unexpected Impact of a Simple Daily Habit with John Scukanec (Ep. 9)

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In a world where technology often isolates us, John Scukanec reminds us of the power of face-to-face human connections through a simple game of catch.

This week on The View From The Inside, Kevin Richardson introduces John, who has transformed his passion for playing catch into a remarkable 1,000-day streak. This accomplishment not only celebrates his love for baseball but also fosters connections with people from all walks of life.

So, tune in and discover how such a seemingly small commitment can lead to profound human connections and heartwarming stories. 

Talking points include:

  • How playing catch daily for 1,007 days transformed human connections
  • Ways John’s journey started as a personal challenge and grew into a community engagement
  • Unforgettable stories, including touching interactions with strangers, highlighting the game’s emotional impact
  • How consistent, simple acts can have immense value beyond their original intent
  • And more!

Connect with Kevin Richardson: 

Connect with John Scukanec: 

About Our Guest: 

John Scukanec grew up in Vancouver, WA, and went to college at Washington State University and played Football for the Cougars from 1991-1995 as an Offensive Lineman. He currently lives in Washougal, WA, with his wife of 27 years, Heather, who was also a Coug. John and Heather have two sons, JR (25) and Jackson (20, and also a Coug). He started playing baseball catch once a day almost 3 years ago after seeing the idea on social media. His journey with a baseball and two gloves over the last 1000+ days has been epic.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

John Scukanec is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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How To Build Stronger Family Bonds with Jeanine Mouchawar (Ep. 8)

How To Build Stronger Family Bonds with Jeanine Mouchawar (Ep. 8)

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Parenting teens can feel like a tightrope walk—one step off, and conflict can easily ensue.

This week on The View From The Inside, certified life and parenting coach Jeanine Mouchawar joins host Kevin Richardson to share her impactful five-step coaching approach. This approach equips parents with practical tools for building trust, empathy, and lasting connections with their teens.

From managing academic stress and learning difficulties to finding balance with screen time, Jeanine offers key strategies to create supportive family dynamics that empower teens to thrive. 

Tune in to discover how to strengthen bonds, inspire self-motivation, and navigate today’s challenges with patience and clarity. Jeanine’s insights could transform your approach to parenting!

Key Highlights:

  • The Power of Connection: Why a supportive, open environment outshines punishment in motivating teens
  • Jeanine’s Five-Step Coaching Method: A unique framework that helps parents understand their teens’ stressors and insecurities to build stronger relationships
  • Fostering Self-Driven Passions: Tips on avoiding parental pressure while guiding teens in discovering their interests and motivations
  • Lessons from Elite Athletes: How Jeanine’s experiences with her Olympic athlete family members taught her about fostering motivation without pushing too hard
  • Accessible Virtual Coaching: How online sessions allow Jeanine to connect with parents worldwide, making support accessible to all
  • Resources for Parents: Discover free activities, classes, and Jeanine’s popular “How to Be Your Teenager’s Go-To Person” on her website
  • And much more!

Connect with Kevin Richardson: 

Connect with Jeanine Mouchawar:

About Our Guest: 

Jeanine Mouchawar is a certified professional life and parenting coach with a background in marketing and a passion for helping families thrive. Through her five-step coaching model, she offers parents practical strategies to navigate the teenage years, ensuring relationships built on understanding, trust, and respect. Today, Jeanine coaches parents worldwide, empowering them with skills to be the mentors their children need.

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Kevin M. Richardson is a registered representative with securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Jeanine Mouchawar is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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The Story Behind ‘All Vote No Play’ with Coach Eric Reveno (Ep. 6)

The Story Behind ‘All Vote No Play’ with Coach Eric Reveno (Ep. 6)

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#AllVoteNoPlay: What started as a hashtag in the college basketball community has turned into a national movement for civic engagement among student-athletes across the nation. 

Find out how it all began in this week’s installment of The View From The Inside!

Kevin Richardson sits down with Eric Reveno, the Associate Head Men’s Basketball Coach at Stanford University, for an enlightening discussion about Eric’s journey and the impactful ‘All Vote, No Play’ campaign he launched in 2020. 

Tune in and learn about the origins of this voter registration movement, the importance of voting, and a coach’s impact on young adults!

Talking points include: 

  • Eric’s career background and connection to Stanford University
  • The story behind the creation of the ‘All Vote, No Play’ initiative
  • The need for better voter infrastructure and accessibility to ensure that everyone has the opportunity to vote
  • A coach’s role in encouraging their athletes to vote and create a culture of engagement
  • And more!

Resources:

Connect with Kevin Richardson: 

Connect with Eric Reveno: 

About Our Guest: 

Eric Reveno is a Stanford University alumni and the current James C. Gaither men’s associate head coach for the Stanford Cardinal of the Atlantic Coast Conference. Previously, he was the head men’s basketball coach for Portland.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

Eric Reveno is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

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Breaking Into Sports Broadcasting: Tips and Stories with Justin Allegri (Ep. 5)

Breaking Into Sports Broadcasting: Tips and Stories with Justin Allegri (Ep. 5)

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Ever wondered how someone becomes the voice behind your favorite sports teams and video games? 

Join Kevin Richardson as his guest, Justin Allegri takes you on a journey through his thrilling career in sports broadcasting from college days to professional acclaim.

Follow along to hear Justin’s illustrious career in sports broadcasting, his journey from San Jose State University to becoming the voice of the California Golden Bears, and his foray into the world of gaming with voiceovers for Sony PlayStation’s MLB The Show. 

(This is a must-listen episode for those looking to gain insights into his preparation routines, navigating personal milestones like impending parenthood, and how to plan for college expenses for your children!)

Kevin and Justin discuss: 

  • Justin’s journey into broadcasting
  • The transition from working with San Jose State to the University of California, Berkeley, and taking over for a broadcasting legend
  • The challenges and rewards of professional sports broadcasting
  • 529 plans, college savings, and general financial planning for new parents
  • And more!

Resources:

Connect with Kevin Richardson: 

Connect with Justin Allegri: 

About our Guest: 

As the voice of the California Golden Bears, Justin Allegri is the play-by-play broadcaster for football and men’s basketball. Various other responsibilities include engineering broadcasts and emceeing at fundraising and gala events. Justin hosts and produces a weekly podcast, Bear In Mind. ​

Outside of Cal Athletics, he is also a part-time broadcaster for the San Jose Giants (MiLB’s California League).

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. 

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Justin Allegri is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

Prior to investing in a 529 Plan, investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.

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A Look Behind the LinkedIn Curtain with Andrew Phillips (Ep. 4)

A Look Behind the LinkedIn Curtain with Andrew Phillips (Ep. 4)

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Did you know LinkedIn adds five new members every second? 

So, learning how to tap into this vast network effectively could be a game changer for your financial and professional success. 

Join Kevin Richardson as he sits down with Andrew Phillips, a fellow Stanford football alum and current LinkedIn Sales Leader, to discuss the power of leveraging LinkedIn for career advancement. 

Tune in and learn how to optimize your LinkedIn profile, the importance of posting consistent content, and strategic tips for effective networking.

Talking points include: 

  • Andrew’s football background and the pivotal moments and experiences that shaped his career
  • The impact of the coaching staff on the Stanford football team
  • The significance of first impressions in crafting your LinkedIn profile
  • The difference between skill versus will when engaging on LinkedIn
  • Practical steps for posting on LinkedIn and real-life examples of how consistent engagement can change your career trajectory
  • And more!

Resources:

Connect with Kevin Richardson: 

Connect with Andrew Phillips: 

About Our Guest: 

Andrew Phillips is a Sales Leader at LinkedIn. He oversees a team of Account Executives and Client Solutions Managers across the US focused on the financial services vertical. 

Previously, Andrew served as a Senior Account Executive and vertical lead for the Economic Development sector. He facilitated the attraction and retention of talent while earning recognition for his outstanding performance and leadership. With a background in collegiate football and Classics, Andrew leverages his diverse experiences to drive results and volunteers as an offensive line coach at Lakeville North High School.

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

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Here’s How Financial Coaching Could Change Your Future (Ep. 3)

Here’s How Financial Coaching Could Change Your Future (Ep. 3)

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In a technology-filled world where we are often encouraged to ‘do it yourself,’ seeking professional financial advice may sound counterintuitive. 

However, the right guidance can help turn your uncertainties into opportunities for growth!

This week on The View From The Inside Podcast, Kevin Richardson uncovers his firm’s approach when dealing with clients from varying financial brackets while exploring the intricacies of pre and post-retirement planning and the unique challenges and triumphs of catering to a diverse clientele. 

Whether you’re just beginning your journey toward retirement or several years in and looking for advice on making it count, this episode offers enlightening perspectives and real-life stories to help you on your unique path.

Kevin discusses: 

  • Tactical Wealth Management’s ideal clients 
  • The needs and nuances of different clients, from the mass affluent to high-net-worth individuals
  • The importance of financial education for first-time advisor seekers and inheritors
  • Strategic considerations for pre and post-retirees in wealth management
  • Changes in financial advising in the digital age through tools like Zoom and FinTech
  • And more!

Resources:

Connect with Kevin Richardson: 

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Kevin M. Richardson is a registered representative with, securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. 

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

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