Enlightened Wealth Strategies

EP 17 Enlightened Wealth Strategies with James, Jim & Dr. Tal Lebel. In this episode of Enlightened Wealth Strategies, James DiGesu and Jim Lombardo sit down with Dr. Tal Lebel—dentist, early crypto adopter, and 15-year crypto trader—to break down the fundamentals of cryptocurrency. They explore the early history of Bitcoin, why its limited supply drives long-term value, how blockchain works,...

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 lands...

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), S...

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 positione...

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 trac...

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 inc...

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 t...

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...

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 oppor...

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, ho...

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...

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 accumulati...

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...

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.

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

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

Employer Retirement Plans:  What are the Benefits to Employees?

Investing in Multi Residential Real Estate.  A conversation with Scott Farrington of Hamilton Point Funds

In our first podcast, Enlightened Wealth Strategies, James and Jim discuss how we advise and help clients to save taxes. We address a myriad of income tax savings strategies from the use of retirement plan savings, how to avoid paying penalties to the IRS, as well as the use of Roth IRAs and other investment ideas to minimize if not avoid a big tax bill.

In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Jack Lauroesch of Sumner Equity. We discuss various topics including managing our investments in the equity market during this year and under the Trump administration. We also address what to expect from our national economy along with the Federal Reserve policies and how this affects our approach to investing.

In our latest podcast, Enlightened Wealth Strategies, James and Jim are joined by Bill McCormick of Chatham Street Advisors. We will discuss the fixed-income markets and how Bill’s approach to investing in this sector will supplement our investment portfolios. Bill addresses the use of the various submarkets including Treasuries, corporate and municipal bonds as well as preferred securities. We al...

Join James Di Gesu and Jim Lombardo, seasoned financial experts with decades of experience, as they illuminate the path to financial empowerment. In this trailer, discover what makes this podcast your ultimate guide to personal finance and wealth management. Through the pillars of Wealth Accumulation, Wealth Preservation, and Wealth Distribution, James and Jim offer clarity, actionable strategies,...