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In this episode of Enlightened Wealth Strategies, James DiGesu and Jim Lombardo sit down with Ben Mills, CPA and founder of Cardigan Consulting, to explain how small and mid-sized businesses can benefit from hiring a Fractional CFO. Ben breaks down how a Fractional CFO differs from a bookkeeper or …
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 tra…
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…
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 tre…
James and Jim are joined by industry veteran and Chaslyn Financial Group's founder, Chuck Gorenberg, 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 insur…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari James and Jim, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.