EP22 Enlightened Wealth Strategies with James and Jim
James 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.