Enlightened Wealth Strategies Podcast Por James and Jim arte de portada

Enlightened Wealth Strategies

Enlightened Wealth Strategies

De: James and Jim
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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.

© 2025 Enlightened Wealth Strategies
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Episodios
  • EP 15 - Tariffs: How Should We Invest Now?
    Jun 4 2025

    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 approach to investment planning and management. We cover a wide range of questions and considerations in this time of upheaval both for domestic-based opportunities, as well as foreign.

    Be sure to listen and watch as Herve provides us with insight into international investing based on his wide range of knowledge and experience and how to navigate the ever changing tariff policies.

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    1 h y 5 m
  • EP14 - Your Credit Score: Facts you Need to Know with Peter Nagy
    May 21 2025

    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, maintaining and monitoring our personal credit score. We address the myriad of issues surrounding the complexity of using credit, whether that is via credit cards, home mortgage, auto loans, student loans and other forms of personal credit.

    Please be sure to watch and listen to this podcast and perhaps you can improve your credit score.

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    59 m
  • EP 12 - How Employees Should Use Their Company's 401(k) Plan
    Apr 29 2025

    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 personal Individual Retirement Accounts or IRA's.

    Be sure to listen, watch and learn the innumerable benefits of participating, contributing, and accumulating value to both your company retirement plans and personal IRA's to help build more capital for your future retirement or financial independence.

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    1 h y 7 m
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