Episode #13: The CARES Act

Episode #13: The CARES Act

How might you be affected 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 #13: The CARES Act

How might you be affected 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

Episode #12: How to Handle the High Cost of Healthcare

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 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 #11: The SECURE Act

Episode #11: The SECURE Act

A Bill that quietly made its way through Congress just passed at the end of 2019. That bill is the SECURE act, which stands for Setting Every Community Up for Retirement Enhancement. As is often the case, the label attached to this legislation doesn’t tell us anything. Fortunately we have Brad Tatar, Managing Director at Spotlight Asset Group in Tampa Bay, Florida to walk us through the changes this act makes to retirement accounts.

Episode #11: The SECURE Act

A Bill that quietly made its way through Congress just passed at the end of 2019. That bill is the SECURE act, which stands for Setting Every Community Up for Retirement Enhancement. As is often the case, the label attached to this legislation doesn’t tell us anything. Fortunately we have Brad Tatar, Managing Director at Spotlight Asset Group in Tampa Bay, Florida to walk us through the changes this act makes to retirement accounts.
Image: attached

Episode #10: Protecting Yourself From Cyber Criminals

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 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 Authenticator
web browsers: Google Chrome and Mozilla Firefox

Episode #9: ESG Investing

Episode #9: ESG Investing

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

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 #8: Investing In Real Estate

Episode #8: Investing In Real Estate

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

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.