Enlightened Wealth Strategies

Enlightened Wealth Strategies

Por: James and Jim
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.
18 episodios disponibles

Latest episodes of the podcast Enlightened Wealth Strategies

EP 20 - $4 Trillion Tax Bomb with Joseph Angelli 12/08/2025
EP 19 - Outsourced CFO - Big Results with Ben Mills 12/08/2025
EP 16 - Alternative Investing: Structured Notes in an SMA with Pisoot Senethavilaay 08/07/2025
EP 18 - Fundamentals of Estate Planning: Wills, Trusts and More with Kimberly Paton 08/07/2025
EP 15 - Tariffs: How Should We Invest Now? 04/06/2025
EP14 - Your Credit Score: Facts you Need to Know with Peter Nagy 21/05/2025
EP 12 - How Employees Should Use Their Company's 401(k) Plan 29/04/2025
EP 11 - How to Protect your Special Needs Child: Addressing the Financial and Legal Issues 29/04/2025
EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock. 22/04/2025
EP 8 - Oil & Gas Investing: A Conversation with Steve Blackwell with Invito Energy 17/04/2025
EP 7 - The A B C's of Roth IRA's 17/04/2025
EP 4 - Alternative Investing: Why not farmland? We enjoy eating 17/04/2025
EP 6 - Employer Retirement Plans: What are the Benefits to Employess? 01/04/2025
EP 5 - Investing in Multi Residential Real Estate 25/03/2025
E3 - How to Create Fixed-Income Strategies After the Election and Federal Reserve Policies 13/03/2025
E2 - Positioning Your Investment Portfolio, Post Election and for 2025 13/03/2025
E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas. 13/03/2025
Enlightened Wealth Strategies Trailer 11/02/2025
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