Episode #13: The CARES Act with Brad Tatar
How might you benefit from the largest government stimulus in history? Learn about some of the aspects of the CARES Act which provides assistance to i...
Spotlight On Your Wealth Podcast
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Welcome to the Spotlight On Your Wealth Podcast where we explore all aspects of your financial life, brought to you by Spotlight Asset Group, a wealth management firm dedicated to Transparency, Technology, and Total Wealth.
Episode #12: How to Handle the High Cost of Healthcare with Steven Corn BCPA
With costs of insurance co-pays, diagnostic tests, procedures, drugs, and hospital costs increasing we all need to start paying attention and become m...
Episode #11: The SECURE Act
The SECURE Act (Setting Every Community Up for Retirement Enhancement) makes some major and some minor changes to your retirement planning. Brad Tatar...
The Shopping Financial Advisor – What Makes Spotlight Different?
This podcast is for financial advisors who are looking to make a move. In this episode Brendan Moody and Aaron Kirsch discuss what differentiates Spot...
Episode #10: Protecting Yourself From Cyber Criminals
Shopping, banking, and even dating with your computer or Smartphone is convenient, but unfortunately it is also convenient for cyber criminals to stea...
Episode #9: ESG Investing
ESG Investing, also known as Socially Responsible Investing, is an attempt to encourage corporate practices such as environmental stewardship, consume...
Episode #8: Investing In Real Estate
What should you consider when making the choice to buy a home or rent? What about purchasing real estate as an investment? Our special guest is Brad...
Episode #7: Behavioral Finance
Every investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our ...
Episode #6: Mental Health and Wealth
May is Mental Health Awareness Month and on this podcast we discuss mental health and money. Our special guest is Jacob Moore, Founder and CEO of No ...
Episode #5: How We Choose Investments and Our Investment Philosophy
With thousands of investment options, how do we put together investment portfolios and what is our investment philosophy? Stephen Greco, CEO of Spotl...