EPISODE · Mar 25, 2026 · 24 MIN
Mailbag: Answering listeners financial planning questions
from Beacon's Spotlight · host David Rotatori
For our first mailbag episode, David helps the audience navigate through retirement income decisions including when to elect Social Security and what factors may help you decide on the timing. Then we pivot back over to the estate planning angle to touch on a specific type of trust and how it can be implemented.
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Mailbag: Answering listeners financial planning questions
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This episode is 24 minutes long.
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This episode was published on March 25, 2026.
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