Beacon's Spotlight

David Rotatori
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  • UPDATED SEMIWEEKLY

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

  1. FEB 18

    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.

    19 min

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
See All (13)

About

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

Information

  • Creator
    David Rotatori
  • Years Active
    2025 - 2026
  • Episodes
    13
  • Rating
    Clean
  • Copyright
    © David Rotatori
  • Show Website
    Beacon's Spotlight