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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 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 their estate in coordination with financial planners.
As financial planners, we discuss the vital importance of coordinating with an estate planning attorney to prepare your estate plan, and the various documents other than a will that need to be considered.
Please be sure to watch and listen to this podcast and find out if your estate plan needs to be updated or revised.