EP23 Enlightened Wealth Strategies with James and Jim
James and Jim are joined by industry veteran Chuck Gornberger to cut through the confusion surrounding life insurance and explain how products, companies, and agent practices have evolved over the past six decades. The discussion focuses on why life insurance is often misunderstood, how product complexity and online sales have changed the landscape, and why credentials, experience, and proper planning matter far more than quick quotes or cheap premiums when protecting families, businesses, and long-term legacies.

EP22 Enlightened Wealth Strategies with James and Jim
James and Jim sit down with Garrett Pella, co-founder of Neos Investments, to unpack how options-based ETFs are being used to generate tax-efficient income across equities, fixed income, and alternatives. The conversation covers how covered-call strategies work in practice, why Section 1256 tax treatment matters, how these ETFs can be positioned as CD and cash alternatives, and what role volatility plays in producing income especially as interest rates eventually move lower.

EP21 Enlightened Wealth Strategies with James and Jim
James and Jim welcome special guest John Edwards of Allaris to break down what recordkeeping actually does inside a 401(k), why “open architecture” matters, and how newer plan structures like PEPs and MEPs are reshaping retirement plans for small and mid-sized businesses. They also dig into fee transparency (and why it still feels confusing), Secure Act-driven participation changes, innovations in target-date and managed account defaults, and where the industry may be heading with alternative investments plus a clear primer on ESOPs and cash balance plans.

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 passage of the OBBBA or The One Big Beautiful Bill Act. We cover many of the income tax provisions in the Bill and how it will impact your federal income taxes as well as how we can plan and strategize ways to minimize our overall income tax burden.

Be sure to listen and watch as Joe offers detailed insight into the expected changes in federal income provisions as well as how we can minimize our tax payments with some basic current and long-range tax planning.

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 controller or bookkeeper. We also address the many challenges that small and mid-sized businesses face and the benefits of using a Fractional CFO who can assist in tracking and improving the financials of individual business.

Be sure to listen to and watch this episode as we learn when and why a SMB (small medium sixed businesses) would hire a Fractional CFO like Ben Mills.

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 structured notes but using them within a separately managed account.
Be sure to listen to and watch this episode as we learn what structured notes are and how we can utilize them through Ancorato Capital.

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.

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.