• Inventor, or Financial Advisor?
    May 11 2021

    Episode 6: Inventor, or Financial Advisor?

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    13 mins
  • Sweat the Small Stuff
    May 4 2021

    Episode 5: Sweat the Small Stuff

    In this episode of MIRA Minutes, James breaks down how even the small things in financial planning can be incredibly complex!

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    19 mins
  • Marketing for the New Millennium
    Apr 27 2021

    Episode 4: Marketing for the New Millenium

    In the complex world of finance, each member of a team must stay in their lane!

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    20 mins
  • FAs should work together, not apart
    Apr 20 2021

    Episode 3: FAs should work together, not apart

    On this episode of The MIRA Minutes, James talks about how ERISA is a team sport! The old way of thinking is that finances should be handled by one person and defended against all others. The MIRA approach is a little different. 

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    14 mins
  • What actually IS a Fiduciary?
    Apr 13 2021

    Episode 2: What actually IS a Fiduciary?

    In this episode of The MIRA Minutes, James uncovers the nuances behind the word “Fiduciary.” What exactly is a fiduciary? What are their responsibilities? What does it take to become one?

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    15 mins
  • How 401K Management has Worsened
    Apr 6 2021

    Episode 1: How 401k Management has Worsened

     On this episode of The MIRA Minutes, James shares the origin story of Millenium Investment & Retirement Advisors! (MIRA). The staff at MIRA are all “reformed brokers” who understand the changes that need to be made in the 401k space and want to help businesses take better care of their employees. 

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    10 mins
  • Promo
    Mar 28 2021

    James Holland is here to provide education, experience, and actionable tips on creating financial stability for your company!

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    1 min