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.

Episode #12: How to Handle the High Cost of Healthcare with Steven Corn BCPA

Mar 8th, 2020 25m 19s

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 Pati

Episode #11: The SECURE Act

Jan 13th, 2020 12m 42s

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 change

The Shopping Financial Advisor – What Makes Spotlight Different?

Jan 9th, 2020 24m 42s

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.

Episode #10: Protecting Yourself From Cyber Criminals

Nov 25th, 2019 29m 53s

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 b

Episode #9: ESG Investing

Oct 22nd, 2019 40m 9s

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 ES

Episode #8: Investing In Real Estate

Sep 18th, 2019 44m 17s

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 th

Episode #7: Behavioral Finance

Jul 29th, 2019 45m 8s

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

Episode #6: Mental Health and Wealth

May 21st, 2019 35m 36s

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 Stigmas, a non-profit organization whose mission is to ensure no one faces mental health chall

Episode #5: How We Choose Investments and Our Investment Philosophy

Apr 23rd, 2019 45m 37s

With 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?

Mar 8th, 2019 17m 57s

Jon 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?

Nov 27th, 2018 28m 5s

In 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

Episode #2: How to Choose a Financial Advisor

Oct 2nd, 2018 20m 12s

Our 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

Episode #1: The Spotlight Story with Stephen Greco

Aug 31st, 2018 16m 22s

DESCRIPTIONOur 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

Rate