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Podcasts

Podcast Episode 10
James Elios | Dec 3, 2025

Episode 10: Envision Enlightened Rich: The Elios Axioms

Jim introduces the concept of the "Elios Axioms," a set of principles and concepts derived from his extensive experience in money management, which he has
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Podcast Episode 9
James Elios | Dec 3, 2025

Episode 9: Navigating Financial Planning: Tips for Choosing the Right Advisor

When selecting a financial advisor, it’s important to navigate the process carefully. Interview potential advisors to understand their fee structures
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Podcast Episode 8
James Elios | Dec 3, 2025

Episode 8: The Importance of Mental & Physical Health in Retirement Planning

Learn about the importance of prioritizing both mental and physical health as part of comprehensive financial and retirement planning.
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Podcast Episode 7
James Elios | Dec 3, 2025

Episode 7: Get Rich, Stay Rich: The Two-Step Dance to Financial Freedom

Jim Elios highlights Warren Buffett's advice on concentrating to Get Rich but diversifying to Stay Rich, particularly in the context of retirement planning.
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Podcast Episode 6
James Elios | Dec 3, 2025

Episode 6: Maximizing Your Retirement: Smart Strategies for Tax-Efficient Investments

Dive into the intricacies of financial planning, with a particular focus on taxes and investments.
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Podcast Episode 5
James Elios | Dec 3, 2025

Episode 5: A Three-Bucket Approach: Understanding Financial Planning

Jim Elios introduces a three-bucket approach to visualize assets: short-term for emergency reserves, intermediate for growth-oriented investments, and long-term
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James Elios | Dec 3, 2025

Episode 4: The Go-Go, Slow-Go, & No-Go Years: Smart Strategies for Retirement

Gain insight from Jim Elios as he discusses the importance of focusing on what we can control in financial planning, particularly when it comes to retirement.
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Podcast Episode 3
James Elios | Dec 3, 2025

Episode 3: Recency Bias & Investment Strategies: Keys to Successful Investing

Jim Elios discusses the importance of behavior in successful long-term investing, emphasizing that emotional decision-making can lead to poor investment choices
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Podcast Episode 2
James Elios | Dec 3, 2025

Episode 2: From Newspaper Boy to Financial Advisor: Strong principles lead to solid retirement planning

Financial advisor Jim Elios shares his journey and the foundational principles that guide his approach to financial and retirement planning.
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Podcast Episode 1
James Elios | Dec 3, 2025

Episode 1: Navigating Retirement: Climbing the Financial Mountain

Welcome to the first episode, where Jim Elios discusses essential aspects of financial and retirement planning, emphasizing the importance of having a solid
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Location

30700 Center Ridge Road
Westlake OH 44145

Contact Info

Phone: (440) 617-9100
Email: jim@eliosfinancial.com

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