HeyJaredBeacon's Spotlight
Retirement planning, investing and other helpful financial advice with timely updates
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 25, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 10, 2026
Latest episodes
Mega Backdoor Roth- With Doug Orton (opens the original)
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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.
Planning beyond the numbers- with Dolf Dunn (opens the original)
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Succession planning, family wealth conversations, retirement transitions, and lessons learned from decades of client-facing financial planning work.
Understanding artificial intelligence with Ron Kurti (opens the original)
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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.
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