CBS Spotlight
Our podcast is tailored to those in the RIA space. More knowledge equals less fear or the unknown, so we are here to kick open the toolbox, play with the tools, and have a honest/blunt conversations about the insurance toolbox accessable to you and your clients.
Episodes
31 episodes
Kim Luthy Synthesis Wealth Pt 1
In this episode of CBS Spotlight, the conversation features Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, who shares her remarkable personal and professional journey. Kim reflects on her 38‑year career in the financial...
Liz Hand - Pleasant Wealth Pt 2
Part 2 of our conversation with Liz Hand goes even deeper. Liz expands on how values‑based planning shapes better outcomes for clients, especially women navigating retirement transitions. She shares practical insights on creating space for mean...
Liz Hand - Pleasant Wealth Pt 1
In this episode of CBS Spotlight, features Liz Hand from Pleasant Wealth. Liz shares her journey as a second‑generation financial advisor and how she’s helped reshape her family’s practice into a more intentional, human‑centered firm. The conve...
James Wong - The Founder's Chair
In this episode, we feature James Wong, founder of The Founder's Chair. With over two decades in financial services, James brings deep experience in insurance, technology distribution, startups, and M&A. He shares his personal journey and t...
Rick & Jake Eskin - Dye & Eskin, INC.
In this episode of CBS Spotlight, features Rick & Jake Eskin from Dye & Eskin, highlight unique corporate life insurance solutions that do not require medical exams. The discussion focuses on how advisors can leverage these guaranteed i...
John Swystun - Auxesys INC Part 2
In Part 2 of our conversation with John Swystun, CEO of Auxesys, Inc., we dive deeper into the strategies that help financial advisors stand out in a crowded market. John shares actionable insights on leveraging authentic storytelling, digital ...
John Swystun - Auxesys INC
In this episode of CBS Spotlight, John Swystun shares his unconventional career path from producing snowboard videos to becoming the CEO of Auxesys, Inc., a digital marketing firm specializing in wealth management. He discusses the importance o...
Fabian Gonzalez - National Vice President Symetra
In this episode, Eric Alvarado and Ted Hikes discuss the high net worth foreign national market with Fabian Gonzalez from Symetra. They cover the attractiveness of US life insurance, market opportunities, and the unique challenges faced by fore...
Mark Lingenfelter and Jamie McGill - Christopher Steet Financial
This episode highlights Christopher Street Financial, founded in 1981 by Robert Casaletto to serve the unique financial planning needs of the LGBTQ+ community. What began as a bold stand for inclusion has grown into a firm known for empat...
Shane Keith - KDI Wealth
We sat down with Shane Keith of KDI Wealth to explore how their firm is doing more than just managing money — they’re building a true community. From Valentine’s Day dinners to wellness events, and even international and domestic trips, KDI is ...
Jen Fox - Finseca
In this episode of CBS Spotlight, Jen Fox, Vice President of Federal and Political Affairs at Finseca, discusses the importance of financial security professionals, the role of life insurance, advocacy efforts, and the challenges facing the fin...
Hector Martinez - Head of Insurance - John Hancock Part 2
In this episode of CBS Spotlight, Hector Martinez from John Hancock discusses the transformative impact of generative AI in the insurance industry and elaborates on John Hancock's unique approach to behavioral insurance through the Vitality pro...
Hector Martinez - Head of Insurance - John Hancock Part 1
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes interview Hector Martinez, the Head of Insurance at John Hancock. Hector discusses his extensive career in the insurance industry, sharing insights about his journey from early...
Jeannie Underwood
In this episode of CBS Spotlight, hosts Eric Alvarado and Ted Hikes discuss the importance of engaging women in the financial industry with Jeanie Underwood from Global Atlantic. They explore strategies that can help financial professionals bet...
Tom Hegna
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 importance of guaranteed lifetime income and o...
Kara Murphy Chief Investment Officer - Kestra
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 her experiences, which ultimately shaped her i...
Matt Regan - Wealthcare Capital Management
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 towards holistic wealth management, the valu...
Aaron Anderson - Fit Asset Management
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 management. They explore Aaron's journey in...
David Reynolds - Enhancing PPVUL and PPVA Capabilities
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. David shares his insights on when PPVUL can se...
Andrea Caruso - MIB: The Risk Report
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. Andrea shares her insights on leveraging data a...
Derrick Pfau
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 traditional insurance, offering critical pro...
Jason Gordo- Building a Modern Wealth Management Firm
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 building MWM. We delved into MWM’s unique approa...
Karen Reifel - A Conversation about Success
CBS Spotlight talks with Karen Reifel, Senior Wealth Advisor, and named “Advisor of the Year” at Beacon Pointe over the insight of creating, implementing, and running a successful career in the financial services industry. You do not want to mi...
Matt Gibson – Tech Innovations in Financial Planning, Insurance, & Longevity
Join Michael Kohrmann and Eric Alvarado for the latest episode of CBS Spotlight as they welcome Matt Gibson, Head of Behavioral Insurance Activation at John Hancock. Matt joins our team for a discussion on new screening techniques and wearable ...
Bill Comfort Part 3: What are the options:
We are back with a fresh episode of CBS Spotlight and the final installment of our three-part series with Bill Comfort, CSA, CLTC, owner of Comfort Long Term Care and Director of Training for the Certification for Long-Term Care (CLTC) designat...