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.
CBS Spotlight
Latest Episodes
Teresa De Leon Arden Trust
In this episode of CBS Spotlight, the conversation features Teresa De Leon, National Director of Sales at Arden Trust, who discusses how trust planning can help families preserve wealth, protect beneficiaries, and create continuity across gener...
Kim Luthy Synthesis Wealth Pt 2
In this Part 2 episode of CBS Spotlight, Kim Luthy, Partner and Director of Wealth Planning at Synthesis Wealth, shares her perspective on growth, resilience, and intentional living. She discusses viewing life in “seasons,” using transitions as...
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...
