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.
Podcasting since 2025 • 22 episodes
Enlightened Wealth Strategies
Latest Episodes
Cryptocurrency Basics 101: Bitcoin, Blockchain & What You Must Know
EP 17 Enlightened Wealth Strategies with James, Jim & Dr. Tal Lebel. In this episode of Enlightened Wealth Strategies, James DiGesu and Jim Lombardo sit down with Dr. Tal Lebel—dentist, early crypto adopter, and 15-year crypto trader—to bre...
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Season 1
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Episode 17
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1:06:36
Life Insurance Demystified: Credentials, Products, and Protecting Your Legacy
EP23 Enlightened Wealth Strategies with James and JimJames and Jim are joined by industry veteran Chuck Gornberger to cut through the confusion surrounding life insurance and explain how products, companies, and agent practices have evolved...
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59:08
Options-Based ETFs Explained: Income, Volatility, and Tax Efficiency
EP22 Enlightened Wealth Strategies with James and JimJames and Jim sit down with Garrett Pella, co-founder of Neos Investments, to unpack how options-based ETFs are being used to generate tax-efficient income across equities, fixed income, ...
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56:51
401(k) Plans Are Changing Fast: PEPs, Hidden Fees, and Smarter Default Investing
EP21 Enlightened Wealth Strategies with James and JimJames and Jim welcome special guest John Edwards of Allaris to break down what recordkeeping actually does inside a 401(k), why “open architecture” matters, and how newer plan structures ...
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57:37
EP 20 - $4 Trillion Tax Bomb with Joseph Angelli
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Joseph Angelli, of Joseph Angelli, CPA. PC where we discuss the impact of the Trump Administration's Tax policies as well as the expected ...
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1:03:40