Empowering Your Financial Future, One Episode at a Time

Stay ahead of the markets with expert insights, actionable strategies, and deep dives into the latest financial trends. Join James and Jim as they break down complex topics to help you make smarter wealth decisions.

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All of our latest episodes

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EP 10 - Can CLO's Provide Income for you? With Shiloh Bates of Flat Rock.

May 24, 2025
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EP 8 - Oil & Gas Investing: A Conversation with Steve Blackwell of Invito Energy

May 23, 2025
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EP 7 - The A B C's of Roth IRA's

May 23, 2025
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EP 6 - Employer Retirement Plans: What are the Benefits to Employees?

May 23, 2025
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EP 5 - Investing in Multi Residential Real Estate

April 1, 2025
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EP 4 - Alternative Investing: Why not Farmland? We enjoy eating.

April 1, 2025
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EP 3 - How to Create Fixed-Income Strategies After the Election and Federal Reserve Policies

April 1, 2025
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EP 1 - These Are a Few of My Favorite Things Year-End Planning Ideas

April 1, 2025
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EP 2 - Positioning Your Investment Portfolio, Post Election and for 2025

April 1, 2025