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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
EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Shiloh Bates, CFO of Flat Rock Funds. This is an insightful discussion about non-traditional investing. Specifically, the use of these interval funds which can generate current income to meet our cash flow needs or to be reinvested into our investment account.
We discover that Flat Rock offers three different funds, all are income oriented, but each also has an element of capital appreciation, as well as capital preservation component.
Be sure to watch and listen to this podcast as we discuss this non-traditional, yet powerful approach to alternative investing, with a real strong slant towards current income.