Beacon's Spotlight

David Rotatori
  • 5.0 (2)
  • Investing
  • Updated Semiweekly

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

  1. 4h ago

    College admissions tips and education funding updates for National 529 Day

    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 starting to plan for the undergraduate application process. Next, I highlight recent 529 plan updates that may create more flexibility for K-12 expenses, additional credentialing, and grandparents helping with education costs.

    16 min

  2. Apr 28

    Opportunity zones and real estate exchange strategies with Joe Kinglsey

    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 coming in 2027 to make them even more attractive.

    22 min

  3. Mar 25

    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 we pivot back over to the estate planning angle to touch on a specific type of trust and how it can be implemented.

    24 min

  4. 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

  5. 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

  6. 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

  7. 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

  8. 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
See All (16)

Ratings & Reviews

5
out of 5
2 Ratings

About

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

Information

  • Creator
    David Rotatori
  • Years Active
    2025 - 2026
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © David Rotatori
  • Show Website
    Beacon's Spotlight