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.

    Más Menos
    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.

    Más Menos
    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.

    Más Menos
    1 h y 7 m
  • EP 11 - How to Protect your Special Needs Child: Addressing the Financial and Legal Issues
    Apr 29 2025

    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 estate attorney and an expert in legal planning for families with a special needs child or loved one. Rich is a life insurance consultant who is knowledgeable in of all areas of insurance, including , life, disability, long-term care and health insurance.

    Be sure to listen and watch this episode as we address many of the challenging issues parents face in establishing a comprehensive plan for their child with special needs.

    Más Menos
    1 h y 7 m
  • EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.
    Apr 22 2025

    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.

    Más Menos
    35 m
  • EP 8 - Oil & Gas Investing: A Conversation with Steve Blackwell with Invito Energy
    Apr 17 2025

    In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Steve Blackwell of Invito Energy.

    Más Menos
    40 m
  • EP 7 - The A B C's of Roth IRA's
    Apr 17 2025

    In our latest podcast, Enlightened Wealth Strategies, James and Jim discuss the A B C's of Roth IRAs.

    Más Menos
    31 m
  • EP 4 - Alternative Investing: Why not farmland? We enjoy eating
    Apr 17 2025

    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.

    Más Menos
    35 m
adbl_web_global_use_to_activate_T1_webcro805_stickypopup