Enlightened Wealth Strategies
By James and Jim
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Episodes: 22
Description
Hosted by financial advisors James and Jim, Enlightened Wealth Strategies is your trusted resource for building a brighter financial future. Guided by the three pillars of Wealth Accumulation, Wealth Distribution, and Wealth Preservation, this podcast delivers actionable insights to help you grow, manage, and safeguard your wealth. From mastering your 401(k) to making smart investment decisions, James and Jim simplify complex financial concepts, empowering you to take control of your financial journey. Whether you're planning for retirement, building wealth, or navigating life’s financial challenges, this podcast is your roadmap to success.
| Episode | Date |
|---|---|
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Cryptocurrency Basics 101: Bitcoin, Blockchain & What You Must Know
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Mar 13, 2026 |
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Life Insurance Demystified: Credentials, Products, and Protecting Your Legacy
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Feb 20, 2026 |
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401(k) Plans Are Changing Fast: PEPs, Hidden Fees, and Smarter Default Investing
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Feb 20, 2026 |
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Options-Based ETFs Explained: Income, Volatility, and Tax Efficiency
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Feb 20, 2026 |
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EP 19 - Outsourced CFO - Big Results with Ben Mills
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Aug 12, 2025 |
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EP 20 - $4 Trillion Tax Bomb with Joseph Angelli
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Aug 12, 2025 |
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EP 18 - Fundamentals of Estate Planning: Wills, Trusts and More with Kimberly Paton
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Jul 08, 2025 |
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EP 16 - Alternative Investing: Structured Notes in an SMA with Pisoot Senethavilaay
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Jul 08, 2025 |
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EP 15 - Tariffs: How Should We Invest Now?
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Jun 04, 2025 |
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EP14 - Your Credit Score: Facts you Need to Know with Peter Nagy
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May 21, 2025 |
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EP 11 - How to Protect your Special Needs Child: Addressing the Financial and Legal Issues
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Apr 29, 2025 |
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EP 12 - How Employees Should Use Their Company's 401(k) Plan
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Apr 29, 2025 |
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EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.
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Apr 22, 2025 |
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EP 4 - Alternative Investing: Why not farmland? We enjoy eating
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Apr 17, 2025 |
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EP 7 - The A B C's of Roth IRA's
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Apr 17, 2025 |
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EP 8 - Oil & Gas Investing: A Conversation with Steve Blackwell with Invito Energy
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Apr 17, 2025 |
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EP 6 - Employer Retirement Plans: What are the Benefits to Employess?
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Apr 01, 2025 |
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EP 5 - Investing in Multi Residential Real Estate
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Mar 25, 2025 |
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E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
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Mar 13, 2025 |
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E2 - Positioning Your Investment Portfolio, Post Election and for 2025
|
Mar 13, 2025 |
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E3 - How to Create Fixed-Income Strategies After the Election and Federal Reserve Policies
|
Mar 13, 2025 |
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Enlightened Wealth Strategies Trailer
|
Feb 11, 2025 |