Beacon's Spotlight

David Rotatori
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  • UPDATED SEMIWEEKLY

Retirement planning, investing and other helpful financial advice with timely updates

Episodes

  1. JAN 27

    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 using these. We then pivot to Family Limited Partnerships or LLCs and the differences there. Finally, we look into business succession planning for our entrepreneurs and business owners.

    19 min

  2. 11/03/2025

    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 into changes in the healthcare realm due to the One Big Beautiful Bill that passed into law in July.

    25 min

  3. 10/16/2025

    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.

    23 min

  4. 09/18/2025

    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 some recent tax code amendments through the OBBBA that was signed in July 2025.

    20 min

  5. 09/02/2025

    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 how that's evolved over the years before discussing umbrella policies and their fit.

    17 min

  6. 08/08/2025

    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 documents may be the most important to have drafted.

    23 min

  7. 07/18/2025

    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 and determine how to allocate alternative asset types. We wrap up by discussing the impact of Artificial Intelligence.

    22 min

  8. 06/27/2025

    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.

    18 min

  9. 05/28/2025

    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 allowance in 529 plans to utilize account balances to pay down student loans while receiving an income tax deduction.

    20 min

  10. 05/14/2025

    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 there other nuances to pay attention to? Finally, we delve into long term care insurance and break down the activities of daily living. As we wrap up, we note how many different topics we can entertain in the insurance realm and look forward to touching on more in the future.

    27 min

  11. 04/16/2025

    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 there's an issue with over funding. Next we highlight other common money mistakes that we've seen cause issue while also pointing out some important steps to avoid certain traps.

    23 min

  12. 03/18/2025

    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 Introduction 2:02 Understanding financial planning topics 3:55 The importance of risk tolerance in investing 9:59 Compounding and the 'rule of 72' 11:56 Conclusion and upcoming topics

    14 min
  • 12 Episodes

About

Retirement planning, investing and other helpful financial advice with timely updates

Information

  • Creator
    David Rotatori
  • Years Active
    2025 - 2026
  • Episodes
    12
  • Rating
    Clean
  • Copyright
    © David Rotatori
  • Show Website
    Beacon's Spotlight