The View From the Inside

What does it really look like to take an unexpected path and turn it into a life of purpose? In this episode, Kevin Richardson sits down with Scott Delucchi, a former Stanford baseball player and the current President and CEO of the SPCA of Monterey County. What starts as a conversation about athletics quickly turns into something deeper, about growth, humility, and finding meaning in work you never planned for. Scott shares his journey from being a high school standout to navigating a highly competitive environment at Stanford, including winning two College World Series titles. But the real story unfolds after baseball, where uncertainty led him into nonprofit work that would ultimately shape his career and impact thousands of lives. Together, Kevin and Scott explore the realities of leadership, the importance of community support, and how organizations like the SPCA operate far beyond what most people see. From wildlife rescue to disaster response and donor-driven impact, this episode offers a powerful look at purpose in action. What to expect: A behind-the-scenes look at what it’s like competing at the highest level of college athletics The transition from sports to a meaningful career in nonprofit leadership How the SPCA of Monterey County supports animals and the community in ways most people don’t realize Why does individual giving play such a critical role in sustaining local impact If you’ve ever wondered how life can take an unexpected turn for the better, this conversation will leave you thinking differently about opportunity, service, and what success really means. Explore the full episode to hear Scott’s story, visit Tactical Wealth Management to learn more, or connect with Kevin directly to continue the conversation. Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Scott Delucchi:  LinkedIn: Scott Delucchi SPCA Monterey County LinkedIn: SPCA Monterey County About our Guest:  Scott Delucchi is the President and CEO of the SPCA of Monterey County, where he leads one of the most unique and comprehensive animal welfare organizations in the country. A former Stanford University baseball player and College World Series champion, Scott transitioned from athletics into a career in nonprofit leadership, dedicating his work to animal care, community outreach, and disaster response. With decades of experience in the nonprofit sector, he is passionate about building strong community connections and creating lasting impact through service. — 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. 

In this episode of The View from the Inside, Kevin Richardson sits down with former UCLA All-American tight end and NFL veteran Charles Arbuckle for a wide-ranging conversation that blends football, leadership, and life after the game. From growing up in a powerhouse Texas high school sports culture to playing alongside Troy Aikman at UCLA and competing in the NFL during the 1990s, Charles shares what shaped him as an athlete and as a professional. The conversation dives into the value of multi-sport development, the impact of great coaching, and how preparation, discipline, and accountability carry far beyond the field. Charles also reflects on the differences between today’s game and the era he played in, offering a perspective that resonates with athletes, parents, and professionals alike. This episode is a reminder that long-term success, in sports, career, and finances, is built through consistency, adaptability, and surrounding yourself with the right people. What to expect: Charles’s journey from a competitive Texas high school sports environment to becoming a two-time All-American at UCLA What it was like playing with Troy Aikman and competing at the highest levels of college and professional football Lessons learned from elite coaches and why effort, preparation, and accountability matter long after the game ends How experiences in athletics translate into leadership, career transitions, and life beyond sports And more! Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Charles Arbuckle:  Amplity Health LinkedIn: Charles Arbuckle About our Guest:  Charles Arbuckle is a former two-time All-American tight end at UCLA and an NFL veteran who played for multiple teams during the 1990s. Following his football career, he transitioned into business and broadcasting, currently serving as National Business Director for Amplity Health while also working as a college and professional football analyst. Charles brings a unique perspective shaped by elite athletics, leadership, and real-world experience beyond the game. — 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. 

When Luke Falk walked on at Washington State University, few expected him to become one of the most productive quarterbacks in Pac‑12 history. But behind the numbers was a different story: a relentless focus on the mind. In this powerful conversation, Luke joins Kevin Richardson to share how his early struggles with confidence became the foundation for his new book, The Mind Strength Playbook: Master Your Mind, Elevate Your Game. He opens up about working with Mike Leach, modeling Tom Brady, and how mindset, not just mechanics, shaped his journey from walk-on to NFL quarterback. What to expect: The mindset shifts that helped Luke Falk defy the odds How Mike Leach’s simple approach left a lasting impact Lessons learned from setbacks in the NFL Practical mental strength tools athletes and professionals can apply today And more! Resources: “The Mind Strength Playbook” by Luke Falk Book a free consultation call with Coach Falk today! Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Luke Falk:  Coach Luke Falk’s Mind Strength LinkedIn: Coach Luke Falk About Our Guest:  At the beginning of 2025, Falk went all in as a full-time Mind Strength Coach and his work quickly gained traction. The messages, skills, and stories he shares resonate deeply with athletes, coaches, parents, and high performers alike.  Today, Coach Falk is in high demand as a Mind Strength Coach and keynote speaker, working closely with college and high school athletes, coaches, and teams, using his Real Life Experience (RLE) as both a player and a coach to help his clients unlock their full potential.  He is also the author of The Mind Strength Playbook, which captures the lessons, stories, and tools that shaped his own journey and now helps others achieve lasting success for themselves. Coach Falk’s mission is clear: help those he works with master their minds so they can elevate their game and their life. — 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. 

When should you sign up for Medicare, and what happens if you don’t? In this episode of The View From the Inside, Kevin Richardson sits down with Medicare specialist Dan Wilkins, Senior Account Executive at Brent Eastman Insurance, to break down one of the most confusing milestones in retirement: enrolling in Medicare at age 65. With over 11,000 Americans turning 65 every day, the options can feel overwhelming. Dan shares clear, timely guidance on Medicare Parts A, B, C, and D, explaining how coverage integrates with employer-sponsored plans and why making the wrong choice or delaying enrollment can result in significant costs. You’ll also learn: Why timing is everything with Medicare enrollment The difference between Medicare Advantage and Supplement plans What income means for your monthly Medicare premium How Dan’s team proactively helps employers and employees navigate their options And more! Whether you’re preparing for retirement or supporting a spouse or parent through the process, this conversation offers clarity and confidence. Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Dan Wilkins: Brent Eastman Insurance LinkedIn: Dan Wilkins Email: [email protected] Phone: (831) 918-1665 About Our Guest: Friendly by nature, Dan is often seen wearing a broad smile as he assists employers with group health insurance programs. As Vice President of Sales, Dan’s keen eye for detail and strong work ethic enable him to sort through all of the various alternatives available and implement programs that best help his clients reach their goals. With over 25 years of experience in the insurance industry, Dan has become an expert health insurance specialist. Whether he’s assisting individual clients or large scale companies, Dan always works diligently with the BEI team to personally deliver exceptionally superior service to BEI’s growing list of clients. Dan’s steadfast dedication to giving BEI’s clients the best service possible is evident in the way he maintains strong, professional relationships with all of his clients. By being as dependable and responsive as possible, Dan is able to continuously meet and exceed his clients’ expectations. When he’s not helping clients, Dan can be found hiking and camping with his wife of 28 years, Lauren. Dan and his family enjoy all things musical, especially singing. When Dan, Lauren, and their two grown children, Erika and Jack, aren’t singing around the piano at home or at church, you can hear them performing Christmas carols in their local community throughout the holiday season. — 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.

What started as a childhood fascination turned into one of the largest private football helmet collections in the world.  Kevin Richardson sits down with Jerry Quickel, a collector with over 600 helmets and a deep love for the game of football. From rare Division II helmets to modern-day Axioms, Jerry shares the stories behind his collection, how equipment technology has evolved, and why his social media following exploded after ESPN discovered his basement museum. You’ll hear how his family’s football legacy inspired his passion, the surprising evolution of helmet safety, and how social media has amplified this lifelong hobby. This episode blends sports, storytelling, and personal passion into a conversation any football lover will appreciate. Here’s what you can expect by tuning in: How a childhood hobby became a one-of-a-kind helmet collection The evolution of helmet safety and design from the 1920s to today The unexpected social media boost that changed Jerry’s audience overnight Why college football fandom creates lifelong connections And more! Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Jerry Quickel:  Blackford Brokerage LinkedIn: Jerry Quickel X: @JerryQuickel About Our Guest:  Jerry Quickel, Senior Business Development Manager at Blackford Brokerage Inc., is a sales Leader with a proven track record in different industries. He has more than 20 years of successful sales experience in high-profile retail accounts such as Kroger, CVS, Target, Wal-Mart, Menards, HEB, AWG, Hy-Vee, and many others. Excellent track record of growing existing business as well as new account growth. Great people skills are the root of all of my success. — 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. 

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:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Greg Chilton:  Chilton & House Inc. (831) 759-9000 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). — 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.

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:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Meredith Evans:  Ventana Wildlife Society Meredith Evans Photography LinkedIn: Meredith Evans Instagram: @ventanawildlifesociety LinkedIn: Ventana Wildlife Society YouTube: Ventana Wildlife Society Facebook: Ventana Wildlife Society X: @Ventana_WS 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. — 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.

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:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Joe Stretch:  LinkedIn: Joe Stretch joestretch.com (831) 783-1501 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. – 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.

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:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with John Scukanec:  X: @jscukanec 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. – 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.

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:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Jeanine Mouchawar: LinkedIn: Jeanine Mouchawar Jeanine Mouchawar Parenting Coach Jeanine Mouchawar Coaching  @jeanine.theparentingcoach 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. — 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.

In just one careless click, your savings, identity, and financial future could disappear. Former FBI agent Jeff Lanza knows this better than anyone, with over 20 years of experience hunting down cybercriminals. This week on The View From The Inside, Jeff joins host Kevin Richardson to reveal critical steps you can take to defend yourself from today’s digital threats.  From fraud schemes to identity theft, Jeff breaks down the most common tactics used by hackers — and the exact strategies you need to protect your financial life. Tune in and learn how to secure everything from your wire transfers to your social media accounts, ensuring your money and personal data stay safe. Whether you’re a financial professional or simply someone who wants to protect your hard-earned assets, Jeff’s insights could make all the difference!  Key Highlights: The dangers of credential stuffing: Why using the same password across accounts makes you vulnerable and how simple passphrases can protect you Safeguard your financial transactions: Learn the importance of verifying wire transfers and the benefits of secure platforms like DocuSign Switch to e-delivery: Discover why electronic statements offer greater security than traditional paper mail and how to avoid mail theft Maximize your security with two-factor authentication (2FA): How this simple step can dramatically reduce the risk of a breach across financial, email, and social media accounts Protect your personal information on social media: Tips for limiting exposure and preventing criminals from using your online life against you Freeze your credit: Prevent unauthorized accounts and identity theft by freezing your credit reports with all four major agencies Secure your Social Security account: Why setting up your account before age 62 can prevent fraudulent benefit claims Create a safe home network: Segregate your Wi-Fi for family members to protect your critical devices from malware and online threats And much more! Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Jeff Lanza:  LinkedIn: Jeff Lanza  The Lanza Group About Our Guest:  Jeff Lanza is a former FBI agent specializing in white-collar crime and cybercrime. Over his two-decade career, he has developed deep expertise in safeguarding individuals and organizations from the rising tide of cyber threats. Today, he is a speaker and consultant, helping businesses and individuals protect their most valuable asset — information. — 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.  Jeff Lanza is not affiliated with or endorsed by LPL Financial and Tactical Wealth Management.

#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: TheTeam.org Vote.org  Go Stanford  From Football to Finance, Kevin Richardson’s Story (Ep. 1) Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Eric Reveno:  LinkedIn: Eric Reveno X (Twitter): Eric Reveno Instagram: 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. – 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.

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: Bear In Mind Podcast A Look Behind the LinkedIn Curtain with Andrew Phillips (Ep. 4) Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Justin Allegri:  LinkedIn: Justin Allegri  X (Twitter): Justin Allegri  JustinAllegri.com 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). — 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.  — 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.

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: The College Athlete’s LinkedIn Playbook  Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 Connect with Andrew Phillips:  LinkedIn: Andrew Phillips  X (Twitter): 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. – 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.

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: From Football to Finance, Kevin Richardson’s Story (Ep. 1) Holistic Financial Planning: Working with Tactical Wealth Management (Ep. 2) Warren Buffett on Compounding Interest RightCapital Apple: 10bii App Android: 10bii App Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson [email protected] (831) 717-1144 — 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.

Even if you have a solid investment strategy, are you giving the same attention to other aspects of your financial life, such as tax efficiency and estate planning?  Join Kevin Richardson to explore the multifaceted approach he takes for clients of his firm, Tactical Wealth Management.  From initial consultations to the intricacies of investment management, estate and tax planning, insurance planning, and the comprehensive scope of creating a financial game plan, follow along for insights on navigating your unique financial journey. Kevin discusses:  What it’s like to be a client of Tactical Wealth Management The initial meeting process and its significance on your financial journey  His approach to investment management and unique methods for evaluating portfolio risk Estate planning essentials  Ensuring your assets are correctly aligned with your goals The critical role of tax planning in managing your finances efficiently Insurance planning and how it has changed in recent decades And more! Resources: From Football to Finance, Kevin Richardson’s Story (Ep. 1) “Cybercrime: How to Stay Safe from Online Fraud and Identity Theft” by Jeff Lanza Preventing Identity Theft – PDF  by Jeff Lanza  Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson [email protected] Phone: (831) 717-1144 — 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. 

Have you ever wondered how former college athletes transition their passion for sports into everyday careers? Introducing The View From The Inside Podcast! This inaugural episode is all about your host, Kevin Richardson from Tactical Wealth Management (Tac Wealth). This week, Kevin shares the story of his growth from a sports-loving kid to a successful financial advisor. He recounts personal anecdotes, from his first stock purchase in seventh grade to lessons he learned on the sports field, and how these experiences shaped his approach to finance and client relationships.  Follow along as Kevin navigates the value of understanding the intricacies of financial planning beyond mere investments, underscoring his commitment to a comprehensive approach that includes estate planning, tax strategy, insurance planning, and actionable financial planning.  Kevin discusses:  His upbringing and early interest in the stock market His background in sports and how his Stanford football experience shaped his ideas off the field and into the world of finance How volunteering in the community and broadcasting for San Jose State University made him a better advisor The building of Tactical Wealth Management and his mission to offer more creative and proactive service to clients And more! Connect with Kevin Richardson:  Tactical Wealth Management LinkedIn: Kevin Richardson Email: [email protected] Phone: (831) 717-1144 About Your Host: Kevin Richardson is a CERTIFIED FINANCIAL PLANNER certificant and Chartered Retirement Planning Counselor® whose mission is to see his clients secure in their financial future. As a registered representative of LPL Financial, Kevin provides independent personalized advice with a wide range of investment products and relationships with many different financial entities. He works strictly on your behalf. Trusted financial advice, investment education, and market insight are valuable components of the client relationship. Kevin takes a disciplined approach to help preserve your assets despite volatility in the market while striving for growth and working towards long-term financial health. Kevin’s commitment allows him to stay focused on the task at hand: your financial well-being. — 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.

Welcome to The View From the Inside Podcast. Follow along as former college inside linebacker turned CERTIFIED FINANCIAL PLANNER professional Kevin Richardson gives you a view from the inside of the financial world so you can make a great game plan for yourself and your family. By featuring first-hand experiences, this show is committed to being your new go-to financial advice outlet with a splash of sports, current events, and captivating guest interviews.