
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 • 18 episodes
Enlightened Wealth Strategies
Latest Episodes
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

EP 19 - Outsourced CFO - Big Results with Ben Mills
In our latest episode, Enlightened Wealth Strategies, James and Jim are joined by Ben Mills of Cardigan Consulting LLC to discuss how and why small businesses can hire a Fractional CFO. We discuss how a Fractional CGO is unlike a controll...
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58:24

EP 16 - Alternative Investing: Structured Notes in an SMA with Pisoot Senethavilaay
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined by Pisoot Senethavilay of Ancorato Capital to discuss the use of structured notes and how Ancorato provides a unique approach to not only investing in struct...
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1:00:57

EP 18 - Fundamentals of Estate Planning: Wills, Trusts and More with Kimberly Paton
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined at the studio with Kimberly Paton of The Paton Law Firm. Kimberly is an estate planning attorney dedicated to helping individuals and their families plan the...
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1:05:55
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EP 15 - Tariffs: How Should We Invest Now?
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Herve Van Caloen of Mercator Investment Management group where we discuss the impact of the Trump Administration’s tariff policies on our ...
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1:04:44
