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Recent Episodes
S2E3 Mailbag: Answering listeners financial planning questions
For our first mailbag episode, David helps the audience navigate through retirement income decisions including when to elect Social Security and what factors may help you decide on the timing. Then…
Building a Reputable Brand with Beth Woodruff
Beth Woodruff joins Beacon's Spotlight to highlight the key steps in developing and growing a successful brand.
S2E1 Advanced Estate Planning Strategies with attorney John Long
John Long, partner @ Stewart Law, joins Beacon's Spotlight to discuss some more advanced estate planning strategies. First we tackle intentionally defective grantor trusts (IDGTs) and the benefits to…
S1E11 Health Directives and Medicare Conversation with Dr. Todd Listwa
Dr. Todd Listwa joins the podcast to share his experiences in the healthcare industry. First we discuss advanced health directives, then we transition into Medicare offerings, and we finally pivot…
S1E10 Psychological tendencies to be aware of with Ryan Sullivan
Listen to special guest Ryan Sullivan as we review some of our own mental tendencies that can cause investing miscalculations along with how to try and mitigate these biases.
S1E9 Tax Planning & Strategies with Kirsten Herschleb
Tune in to Beacon's most recent conversation with special guest Kirsten Herschleb, an esteemed CPA and CFP. We start out discussing Roth conversions while highlighting the benefits. We also review…
S1E8 Property & Casualty Insurance Deep Dive with Tammy Osborn
Tammy Osborn, a tenured property and casualty insurance agent, guest stars on Beacon's Spotlight to help me break down rising costs in home and auto coverage. We then jump into flood insurance, and…
S1E7 Estate Planning Conversation with Charlie Robinson S1 Ep7
It was a blast reconnecting with a former colleague- Charlie Robinson- on some estate planning topics and strategies. Tune in to learn if estate planning applies to everyone universally and which…
S1E6 Investing Principles with CIO Chris Zaccarelli
After a brief introduction, David turns it over to Chris to help explain the difference between some different types of investment funds. We then bring portfolio construction into the conversation…
S1E5 Charitable Giving with Renee Weese (S1 Ep5)
Beacon welcomes a fellow alum from the Goizueta Business school @ Emory University onto the podcast to discuss charitable giving ideas and strategies.
S1E4 National 529 day (S1 Ep4)
It's national 529 day and I'm going to review some important trends regarding education expense and savings. Then I jump into some state by state differences. And finally, I highlight a recent…
S1E3 Insurance Conversation with Keenan (S1 Ep3)
Keenan Streitmatter and I explore risk and how to handle different financial risks. Next, we specifically look into disability income insurance, why the definitions are important to review and are…
Emergency Funding & Money Mistakes with JD Thacker (S1 Ep2)
Beacon's spotlight welcomes JD Thacker to the video podcast as we start discussing the importance of an emergency fund. We break down the appropriate amount of funding, how it's determined and if…
S1E1 Pilot episode and Introduction
Hi Beacon Capital viewers, this is our video podcast debut. I'll be discussing risk vs. return and compounding topics while also outlining the upcoming episodes soon to air.0:00 Introduction2:02 …
Frequently Asked Questions
Beacon's Spotlight has published 14 episodes since March 2025, covering topics in Business, Investing.
Beacon's Spotlight is currently highly active with new episodes monthly. Average episode length is 20m.
Sign up on Grep.FM to access contact details for Beacon's Spotlight, including email and social media links.
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