Lighthouse Wealth Group Podcast

Wealth advisors mentoring people on their way to creating a more fulfilling life and confident retirement picture for their future.

Episodes

Biggest Misconceptions About Working With an Advisor

Most people think working with a financial advisor means giving up control, paying outrageous fees, or getting sold products they don’t need.Some of those fears aren’t totally crazy… but most are flat-out wrong.In this episode, we b...

March 04, 2026 • Season 1 • Episode 25 • 20:15

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Episode 24 - Social Security: What You Think You Know vs. What Actually Matters

March 02, 2026 • 17:48

Episode 23 - Building Wealth: Real Estate vs. Stock Market

March 02, 2026 • 26:06

Episode 22 - Talking to Kids About Money

March 02, 2026 • 36:30

Episode 21 - Tax Tips

February 26, 2026 • 29:29

Episode 20 - Understanding Cryptocurrency

November 10, 2025 • 30:15

Episode 19 - Understanding Alternative Investments

November 10, 2025 • 33:45

Episode 18 - Leaving Generational Wealth

October 12, 2025 • 22:35

Episode 17 - Managing Generational Wealth

October 12, 2025 • 24:30

Episode 16 - Leaving a Legacy

October 12, 2025 • 28:20

Episode 14 - Market Volatility Opportunities

August 13, 2025 • 36:04

Episode 13 - When and How to Pick the Right Advisor

August 13, 2025 • 31:28

Episode 12 - Three Phases of Retirement

June 24, 2025 • 26:16

Episode 11 - The Myth of Having Enough

June 23, 2025 • 28:32

Episode 10 - Issues You Can Run Into Retiring Early & How to Avoid

May 29, 2025 • 31:26

Episode 9 - Taxes In Retirement

April 23, 2025 • 28:17

Episode 8 - Preparing Mindset for Retirement

April 03, 2025 • Season 1 • Episode 8 • 39:32

Episode 7 - Women In Wealth

March 07, 2025 • 24:39

Episode 6 - Influencer Financial Planning

March 07, 2025 • 24:01

Episode 5 - Business Exit Planning

March 07, 2025 • 27:27

Episode 4 - Estate Planning

March 07, 2025 • 28:15

Episode 3 - Rich vs. Wealthy

January 23, 2025 • 14:30

Episode 2 - Generational Wealth

January 21, 2025 • 12:40

Episode 1 - Introduction to Lighthouse Wealth Group

In this first episode of The Spotlight Podcast, Tommy and Sam introduce themselves and how they got into the financial planning career.

December 30, 2024 • Season 1 • Episode 1 • 18:23

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