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.
Episodes
18 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
EP14 - Your Credit Score: Facts you Need to Know with Peter Nagy
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined at the studio with Peter Nagy of The Credit Pros. Peter is a financial credit repair specialist.We discuss the critical importance of creating, ...
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58:42
EP 12 - How Employees Should Use Their Company's 401(k) Plan
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim discuss the use of retirement plans for individuals. We address how best to use both employer provided or company retirement plans, like 401(k) plans. as well as ...
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1:06:54
EP 11 - How to Protect your Special Needs Child: Addressing the Financial and Legal Issues
In our latest podcast episode, Enlightened Wealth Strategies, James and Jim are joined in the studio with Lori Wolf and Rich Reda to discuss Special Needs Planning - specifically planning for your child with special needs.Lori is an est...
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1:06:54
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 ...
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35:07
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EP 8 - Oil & Gas Investing: A Conversation with Steve Blackwell with Invito Energy
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Steve Blackwell of Invito Energy.
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40:25
EP 7 - The A B C's of Roth IRA's
In our latest podcast, Enlightened Wealth Strategies, James and Jim discuss the A B C's of Roth IRAs.
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30:31
EP 4 - Alternative Investing: Why not farmland? We enjoy eating
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Chris Chard of Sower Farmland Fund. We discuss the advantages of investing directly in farms located in the heartland of our country.
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34:36
EP 6 - Employer Retirement Plans: What are the Benefits to Employess?
Employer Retirement Plans: What are the Benefits to Employees?
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33:20
EP 5 - Investing in Multi Residential Real Estate
Investing in Multi Residential Real Estate. A conversation with Scott Farrington of Hamilton Point Funds
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30:05
E3 - How to Create Fixed-Income Strategies After the Election and Federal Reserve Policies
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Bill McCormick of Chatham Street Advisors. We will discuss the fixed-income markets and how Bill’s approach to investing in this sector will supplement our invest...
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Season 1
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Episode 3
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34:43
E2 - Positioning Your Investment Portfolio, Post Election and for 2025
In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Jack Lauroesch of Sumner Equity. We discuss various topics including managing our investments in the equity market during this year and under the Trump administra...
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Season 1
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Episode 2
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34:47
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E1 - These Are a Few of My Favorite Things: Year-End Tax Planning Ideas.
In our first podcast, Enlightened Wealth Strategies, James and Jim discuss how weadvise and help clients to save taxes.We address a myriad of income tax savings strategies from the use of retirement plan savings, how to avoi...
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Season 1
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Episode 1
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37:53
Enlightened Wealth Strategies Trailer
Join James Di Gesu and Jim Lombardo, seasoned financial experts with decades of experience, as they illuminate the path to financial empowerment. In this trailer, discover what makes this podcast your ultimate guide to personal finance and weal...
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Season 1
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4:17
