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  • Inventor, or Financial Advisor?

    Inventor, or Financial Advisor?
    2021/05/11

    Episode 6: Inventor, or Financial Advisor?

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    13 分
  • Sweat the Small Stuff

    Sweat the Small Stuff
    2021/05/04

    Episode 5: Sweat the Small Stuff

    In this episode of MIRA Minutes, James breaks down how even the small things in financial planning can be incredibly complex!

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    19 分
  • Marketing for the New Millennium

    Marketing for the New Millennium
    2021/04/27

    Episode 4: Marketing for the New Millenium

    In the complex world of finance, each member of a team must stay in their lane!

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    20 分
  • FAs should work together, not apart

    FAs should work together, not apart
    2021/04/20

    Episode 3: FAs should work together, not apart

    On this episode of The MIRA Minutes, James talks about how ERISA is a team sport! The old way of thinking is that finances should be handled by one person and defended against all others. The MIRA approach is a little different. 

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    14 分
  • What actually IS a Fiduciary?

    What actually IS a Fiduciary?
    2021/04/13

    Episode 2: What actually IS a Fiduciary?

    In this episode of The MIRA Minutes, James uncovers the nuances behind the word “Fiduciary.” What exactly is a fiduciary? What are their responsibilities? What does it take to become one?

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    15 分
  • How 401K Management has Worsened

    How 401K Management has Worsened
    2021/04/06

    Episode 1: How 401k Management has Worsened

     On this episode of The MIRA Minutes, James shares the origin story of Millenium Investment & Retirement Advisors! (MIRA). The staff at MIRA are all “reformed brokers” who understand the changes that need to be made in the 401k space and want to help businesses take better care of their employees. 

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    10 分
  • Promo

    Promo
    2021/03/28

    James Holland is here to provide education, experience, and actionable tips on creating financial stability for your company!

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    1 分