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 individuals and companies dealing with the financial repercussions of coronavirus.

Spotlight On Your Wealth Podcast

Episode #13: The CARES Act with Brad Tatar

With 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 lower your medical bills. Resource mentioned in this podcast: GoodRx (www.goodrx.com)

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 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 lower your medical bills.Resource mentioned in this podcast: GoodRx (www.goodrx.com)

The 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.

Episode #11: The SECURE Act

This 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.

The Shopping Financial Advisor – What Makes Spotlight Different?

Shopping, 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 Authenticator web browsers: Google Chrome and Mozilla Firefox

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 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 Authenticatorweb browsers: Google Chrome and Mozilla Firefox

ESG 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 #9: ESG Investing

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 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 #8: Investing In Real Estate

Every 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 #7: Behavioral Finance

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.