Enlightened Wealth Strategies
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.
Enlightened Wealth Strategies
Latest Episodes
EP 31 - AI Bubble or Boom? Fed Rates, Gold, & Market Outlook
James DiGesu and Jim Lombardo sit down with David Nelson, Belpointe Chief Strategist and regular media commentator on Fox, CNBC, and Bloomberg, for a deep-dive market assessment. David shares his journey from rock recording artist to Wall Stree...
EP 30 - Why Health Is the Foundation of Wealth: Beating Burnout & Upgrading Performance
James Di Gesu and Jim Lombardo sit down with Dawn Cortese, founder of Healthy Goals Healthy Living, certified nutrition coach, and certified brain health trainer, to explore why personal health is the ultimate foundation of wealth. Dawn breaks ...
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EP 28 - Structured Notes Explained: Principal Protection, 150% Upside & Why Annuities Charge You More
James DiGesu and Jim Lombardo sit down with Sam Cone — math major, former stunt performer turned NYU-trained attorney turned structured notes specialist at Belpointe — to demystify one of the most misunderstood tools in investing. Sam explains ...
EP 26 - The Truth About Mortgages, Rates & Buying Your First Home!
James DiGesu and Jim Lombardo welcome in-studio guest Aaron Galileo of PPAC Private Bank and Trust to break down what's really happening in the housing market, why mortgage rates don't follow the Fed, and what first-time buyers need to know bef...
EP 25 - Where Should You Invest in 2026? Stocks, Energy & the Fed's Next Move!
James DiGesu and Jim Lombardo welcome back Jack Larouesch of Saugatuck Equity to break down what drove the equity markets in 2025, why the Magnificent Seven may start to diverge, and how to position your portfolio heading into 2026. They cover ...
