Spotlight On Your Wealth Podcast
14 episodes - English - Latest episode: over 4 years ago -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.
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Episodes
Episode #13: The CARES Act with Brad Tatar
April 03, 2020 08:04 - 12 minutes - 11.4 MBHow might you benefit from the largest government stimulus in history? Learn about some of the aspects of the CARES Act which provides assistance to individuals and companies dealing with the financial repercussions of coronavirus.
Episode #12: How to Handle the High Cost of Healthcare with Steven Corn BCPA
March 08, 2020 07:36 - 25 minutes - 23 MBWith costs of insurance co-pays, diagnostic tests, procedures, drugs, and hospital costs increasing we all need to start paying attention and become more informed consumers of healthcare. Our special guest is Steven Corn, a Board-Certified Patient Advocate and owner of Metis Advocacy (www.metisadvocacy.com) who helps guide patients through the confusing maze of medical bills, insurance claims, medical decisions and care management. Hear about why healthcare costs so much and learn ways to ...
Episode #11: The SECURE Act
January 13, 2020 16:59 - 12 minutes - 11.6 MBThe SECURE Act (Setting Every Community Up for Retirement Enhancement) makes some major and some minor changes to your retirement planning. Brad Tatar, Managing Director at Spotlight Asset Group in Tampa Bay, Florida walks us through the changes this act makes to existing rules in 2020.
The Shopping Financial Advisor – What Makes Spotlight Different?
January 09, 2020 21:07 - 24 minutes - 22.6 MBThis podcast is for financial advisors who are looking to make a move. In this episode Brendan Moody and Aaron Kirsch discuss what differentiates Spotlight Asset Group from other Registered Investment Advisors.
Episode #10: Protecting Yourself From Cyber Criminals
November 25, 2019 06:14 - 29 minutes - 27.4 MBShopping, banking, and even dating with your computer or Smartphone is convenient, but unfortunately it is also convenient for cyber criminals to steal from you. Knowing what the threats are and how to protect yourself may reduce your risk of becoming a victim. Our guest is Maksim Avrukin, the CEO of Digital Uppercut, a company that provides managed IT and cyber security services to businesses. Max's recommendations: password keeper: Lastpass https://www.lastpass.com/ authenticator: Google...
Episode #9: ESG Investing
October 22, 2019 16:54 - 40 minutes - 36.8 MBESG Investing, also known as Socially Responsible Investing, is an attempt to encourage corporate practices such as environmental stewardship, consumer protection, human rights, and diversity. Our special guest is Iyassu Essayas, Director of ESG Research at Parnassus Investments, a mutual fund company managing over $29 billion of investments in companies with sustainable business practices.
Episode #8: Investing In Real Estate
September 18, 2019 00:23 - 44 minutes - 40.5 MBWhat 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 Tatar, Managing Director of Spotlight Asset Group's Tampa, Florida office who will walk us through everything you should think about before buying a house, condo, or Real Estate Investment Trust.
Episode #7: Behavioral Finance
July 29, 2019 00:07 - 45 minutes - 41.3 MBEvery investor has the same flaw: we are human. By understanding and recognizing our human biases and behaviors we can become better investors. Our special guest is Priscilla Liang, Professor of Finance at California State University Channel Islands, who explains many of our biases, where they come from, and how they affect us as investors.
Episode #6: Mental Health and Wealth
May 21, 2019 20:43 - 35 minutes - 32.6 MBMay 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 Stigmas, a non-profit organization whose mission is to ensure no one faces mental health challenges alone. Jake tells us about his personal journey, shares his insights on mental health and wealth, and gives advice on how to help family and friends dealing with mental health challenges. Resources mentioned in this podcast KnowBrainer Campaign...
Episode #5: How We Choose Investments and Our Investment Philosophy
April 23, 2019 23:49 - 45 minutes - 41.8 MBWith thousands of investment options, how do we put together investment portfolios and what is our investment philosophy? Stephen Greco, CEO of Spotlight Asset Group, joins us on Episode #5 of the Spotlight On Your Wealth Podcast.
Episode #4: What Is a Stock, What is a Bond, What is a Fund?
March 08, 2019 07:30 - 17 minutes - 16.4 MBJon Jamieson, Director of Trading at Spotlight Asset Group, explains what is a stock, what is a bond, and what is a fund in this episode of the Spotlight On Your Wealth Podcast.
Episode #3: How Will the New Tax Code Affect You?
November 27, 2018 08:01 - 28 minutes - 25.7 MBIn 2017 Congress passed the most sweeping update to the tax code in 30 years. How will the new tax code affect you? Our guest on Episode #3 is Kermith Boffill, a lead tax partner and CPA at Grobstein Teeple, an accounting firm with offices in California and Washington DC.
Episode #2: How to Choose a Financial Advisor
October 02, 2018 18:00 - 20 minutes - 18.5 MBOur guest is Jason Howard, General Counsel and Chief Compliance Officer for Spotlight Asset Group. if you, your family, or your friends are looking for an adviser or are already working with one, Jason gives important advice applicable to any client. Resources referenced in this show: FINRA Broker Check website: https://brokercheck.finra.org/ United States Securities and Exchange Commission (SEC) Investment Adviser Public Disclosure website: https://www.adviserinfo.sec.gov/
Episode #1: The Spotlight Story with Stephen Greco
August 31, 2018 20:49 - 16 minutes - 15 MBDESCRIPTION Our guest is Stephen Greco, Founder and CEO of Spotlight Asset Group. On this episode Steve discusses why he started the firm, what it stands for, and where the firm is heading in the future. Steve explains how Spotlight’s belief in Transparency, Technology and Total Wealth are impacting the lives of investors. CLICK HERE FOR THE FULL TRANSCRIPT