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.

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.

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.

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.