Beacon's Spotlight

About Beacon's Spotlight

Retirement planning, investing and other helpful financial advice with timely updates

Publisher

David Rotatori

Category

business

Language

en

Explicit

No

First episode

18 Mar 2025

Latest episode

25 Sept 2026

Latest episodes

20 episodes in the feed.

1. 

   25 Sept 2026

   Mega Backdoor Roth- With Doug Orton

   In the latest episode, Doug Orton of MFS joins Beacon's Spotlight to discuss the “Mega Backdoor Roth”—a retirement-planning strategy that may allow certain participants in employer-sponsored plans to make additional after-tax contributions and potentially convert those dollars to Roth assets. We cover how the strategy works, who may be eligible, the plan features required, and important tax and implementation considerations.

2. 

   24 Aug 2026

   Planning beyond the numbers- with Dolf Dunn

   Succession planning, family wealth conversations, retirement transitions, and lessons learned from decades of client-facing financial planning work.

3. 

   10 Jul 2026

   Understanding artificial intelligence with Ron Kurti

   On our season 2 episode 7, we welcome Ron Kurti onto Beacon's Spotlight to discuss artificial intelligence. Ron shares his preferences for platforms and prompts along with some helpful reminders on utility and security.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

2 ratings

Contact Beacon's Spotlight

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.