Beacon's Spotlight

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.

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.

Beth Woodruff joins Beacon's Spotlight to highlight the key steps in developing and growing a successful brand.

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.

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.

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.

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.

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.

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.

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.