Shows
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 10 - Envision Enlightened Enrich: The Elios Axioms
In this episode, I delve into the intricacies of financial planning, retirement strategies, taxes, and investments, promising an engaging and informative discussion. I highlight the rewarding experience of working with numerous successful clients over the years, emphasizing the mutual learning that has taken place. I introduce the "Elios Axioms," a set of principles and concepts derived from my extensive experience in money management, which I have compiled into my book, Envision Enlightened Rich.
My book, Envision Enlightened Rich, is packed with valuable insights on long-term investing, building successful relationships, tax mitigation, proper structuring of investment assets, and...
2025-10-0301 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 9 - Navigating Financial Planning: Tips for Choosing the Right Advisor
Hello, I'm Jim Elios, and welcome to an exciting episode where we dive into the world of financial planning, retirement strategies, taxes, and investments. Today, we're not just talking about numbers; we're talking about your future and how to make it as bright as possible.
In this episode, we tackle one of the most crucial steps in your financial journey: choosing the right financial advisor. It's not just about picking a name from a list; it's about finding someone who will be a true partner in your financial success. We'll discuss the importance of interviewing potential advisors...
2025-10-0301 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 8 - The Importance of Mental & Physical Health in Retirement Planning
Hello, I'm Jim Elios, and welcome to our latest discussion on financial planning, retirement planning, taxes, and investments. In this episode, we explore the importance of prioritizing your mental and physical health as you approach retirement. I emphasize that all the money in the world won't matter if you're not alive to enjoy it.
One of my favorite books, "Younger Next Year," offers valuable insights into maintaining a healthy lifestyle. It emphasizes the importance of maintaining proper nutrition, engaging in regular exercise, and staying socially connected to ensure a happy and healthy retirement.
On a...
2025-10-0302 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 7 - Get Rich, Stay Rich: The Two-Step Dance to Financial FreedomHello, I'm Jim Elios, and welcome to our discussion on financial planning, retirement planning, taxes, and investments. In this episode, we delve into two crucial keys to long-term wealth accumulation: diversification and low fees.
One of the greatest investors of all time, Warren Buffett, famously said, "If you want to get rich, you concentrate. If you want to stay rich, you need to diversify." This concept is vital when structuring a retirement plan. Diversification helps in maintaining growth, income, and capital preservation. It's about building a balanced portfolio that provides liquidity, preservation, growth, and income.
...
2025-10-0302 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 6 - Maximizing Your Retirement: Smart Strategies for Tax-Efficient InvestmentsCheck out the latest podcast episode, where Jim Elios deep-dives into the essentials of financial and retirement planning. This episode is packed with engaging discussions on how to strategically manage your investments, understand tax implications, and make the most of your retirement savings.
How important is it to know where your investments are and how to minimize tax burdens? What are the benefits of Roth conversions, which can save you thousands in future taxes by converting taxable IRA funds to tax-free Roth IRAs? He’ll highlight the significance of timing your Social Security benefits to maximize your re...
2025-10-0203 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEP 5 - A Three-Bucket Approach: Understanding Financial PlanningJim Elios introduces a three-bucket approach to visualize assets: short-term for emergency reserves, intermediate for growth-oriented investments, and long-term for retirement accounts, such as 401(k)s and IRAs. He emphasizes the need for liquidity in the short-term bucket to avoid liquidating assets during market volatility and highlights the benefits of tax-favored accounts, such as Roth IRAs, for long-term planning.
2025-10-0202 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEp 4 - The Go-Go, Slow-Go, and No-Go Years: Smart Strategies for RetirementJim Elios highlights the value of focusing on what we can control in retirement planning. He outlines the three phases: go-go, slow-go, and no-go years, stressing the need to plan for each stage. Elios encourages smart spending, effective saving, and careful timing of key decisions like retirement and Social Security.
2025-07-1502 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEp 3 - Recency Bias and Investment Strategies: Keys to Successful InvestingJim Elios explains how investor behavior impacts long-term success, warning against emotional decisions and biases like recency bias. He shares how a good advisor can help navigate market swings and keep focus on long-term goals. Using sports and tech examples, Elios shows why recent trends shouldn’t outweigh a solid investment plan.
2025-07-1503 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEp 2 - From Newspaper Boy to Financial Advisor: Strong principles lead to solid retirement planningJim Elios shares his journey and key values behind his approach to retirement planning. He highlights the impact of investor behavior, long-term thinking, and consistent saving. His “Elios Axioms” offer ten principles to guide smart investing and lasting financial success, urging listeners to focus on what they can control
2025-07-1504 min
Envision, Enlighten, Enrich: Retirement Strategies for Prosperity and PurposeEp 1 - Navigating Retirement: Climbing the Financial MountainIn this first episode, Jim Elios explores key retirement planning strategies using the metaphor of climbing a mountain. He covers asset allocation, tax impact, maximizing company plans, and understanding investment fees—highlighting how a skilled advisor can help you navigate the journey.
2025-07-1503 min
EyeluminariesThe Latest News and Notes, plus Conversation with Steven Dell, MDIn this episode, John A. Hovanesian, MD, FACS, and Jim Mazzo discuss the latest news and trends and chat with Steven Dell, MD, about his career and the creation of markets in the field of ophthalmology. Welcome to the Eyeluminaries podcast :02 Review of episode 29 1:28 Bausch + Lomb acquires Elios Vision 2:07 ImprimisRx awarded $34.9 million in trademark infringement suit against OSRX 5:00 Study of atropine-based myopia treatment fails to meet primary efficacy endpoint 7:31 Intro of Steven Dell, MD 11:20 You have created markets with new technologies and companies. Can that continue in today's market? 13:28 Dell discusses presbyopia market development. 14:11 You created a questionnaire...
2024-12-2635 min
That's a Hard NoEnvisioning Your Financial Future: Insights From a Wealth AdvisorJim Elios, MBA, ChFC®, CLU®, AIF®, is the founder & CEO of Elios Financial Group, he is a wealth advisor who specializes in comprehensive financial planning and investment management. He loves to help people understand the finance world. He speaks frequently about financial planning issues, the economy, and financial markets. He's held workshops for companies, government organizations, non-profits, and charity organizations including the Social Security Administration. Listen in as he discusses the many life choices around finances and preparing ourselves and our children for the best money mindsets.Key Takeaways[00:03:44] Money and boundaries[00:06:35] Setting hea...
2024-06-0445 min