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, what mining actually is, and why global adoption is accelerating. From digital cash and NFTs to mining, hash rates, regulation, and real-world use cases, this episode gives listeners a grounded introduction to how crypto functions today and where it may be heading.For smart investment help:https://www.chaslynfinancialgroup.comhttps://www.enlightenedwealthstrategi...At Chaslyn Financial Group, we help investors maximize growth, manage wealth safely, and plan for the future. Contact us through our website for a quick consultation to see if we’re the right fit for you.🎧 Listen on Spotify: https://open.spotify.com/show/2A0qhM0📧 Contact us:Jim Lombardo — [email protected] DiGesu — [email protected]#cryptocurrency #bitcoin #blockchain #digitalassets #cryptobasics #crypto101 #wealthmanagement #enlightenedwealthstrategies #chaslynfinancialgroup

EP23 Enlightened Wealth Strategies with James and JimJames 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 JimJames 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 JimJames 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.

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.

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, all are income oriented, but each also has an element of capital appreciation, as well as capital preservation component.Be sure to watch and listen to this podcast as we discuss this non-traditional, yet powerful approach to alternative investing, with a real strong slant towards current income.

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

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 Chris Chard of Sower Farmland Fund. We discuss the advantages of investing directly in farms located in the heartland of our country.

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 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 also look at the impact of the Federal Reserve policies.

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 FederalReserve policies and how this affects our approach to investing.

In our first podcast, Enlightened Wealth Strategies, James and Jim discuss how weadvise 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.

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, and insights from their extensive careers. Whether you're navigating personal tax issues, planning for retirement, or tackling small business challenges, this podcast is designed to provide you with tailored guidance and knowledge for your unique financial journey.With their expertise and a network of resources, no financial goal is out of reach. Tune in to gain the tools you need to create a brighter financial future for you and your family.Your journey to financial enlightenment starts here—press play and subscribe now!#newpodcast #wealthstrategies