CBS Spotlight

In the latest CBS Spotlight episode, retirement expert and economist Tom Hegna shares his insights on achieving a financially secure retirement. With over 30 years of experience, Tom emphasizes the im...

7 Apr 202521min

In this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on he...

14 Mars 202521min

In this episode, Matt Regan from Wealthcare Capital Management discusses the importance of goals-based financial planning and the evolution of the financial advising industry. He highlights the shift ...

6 Mars 202524min

In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes speak with Aaron Anderson, president of FIT Asset Management, about the integration of insurance and investment strategies in wealth...

21 Feb 202523min

In this episode of CBS Spotlight, we sit down with David Reynolds, a leading expert and partner at Spearhead, to delve into the world of Private Placement Variable Universal Life (PPVUL) insurance. Da...

9 Jan 202519min

In this episode of CBS Spotlight, we’re joined by Andrea Caruso, Senior Vice President and Chief Operating Officer of MIB Group, to explore how MIB is shaping the future of the insurance industry. And...

18 Dec 202418min

Petersen International Underwriters’ Derrick Pfau shares expert insights into the world of excess disability insurance and specialty coverage. Learn how these innovative products address gaps left by ...

10 Dec 202420min

We’re thrilled to have had Jason Gordo, Co-Founder of Modern Wealth Management (MWM), join our latest CBS Spotlight podcast episode! Jason shared insights from his impressive career leading up to buil...

21 Nov 202423min