In the latest episode, Doug Orton of MFS joins Beacon's Spotlight to discuss the “Mega Backdoor Roth”—a retirement-planning strategy that may allow certain participants in employer-sponsored plans to…
Succession planning, family wealth conversations, retirement transitions, and lessons learned from decades of client-facing financial planning work.
On our season 2 episode 7, we welcome Ron Kurti onto Beacon's Spotlight to discuss artificial intelligence. Ron shares his preferences for platforms and prompts along with some helpful reminders on…
With special guest Michele Smith, we cover co-buying andfamily-assisted purchases, creative financing strategies like buydowns, recent changes to buyer-agent compensation, and practical updates buyers…
This episode of Beacon’s Spotlight takes a fresh look at college planning from two important angles: admissions and funding. First, I cover practical college admissions tips for families that are…
Tune in to Beacon's Spotlight as I discuss strategies with Joe Kingsley from Inland, to exchange real estate in a tax favorable manner. We also break down Opportunity Zones and the tax law changes…
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 we…
Beth Woodruff joins Beacon's Spotlight to highlight the key steps in developing and growing a successful brand.
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…
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…
