James Walters, CIMA®, CRPC® and Brandon West, CPA
15 Minutes of Finance
15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee!
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James Walters, CIMA®, CRPC® and Brandon West, CPA
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Último episódio
10 de jul de 2026
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Episódios
FED FINALLY CUT RATES!! What that means for the economy, what that means for the market, and What exactly is a Chinese wall? 20.09.2024 23:47
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Paul asks "what do I do if I'm in my 60s but don't feel ready to retire?" 18.09.2024 27:07
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we answer a fear lots of our listeners might have: I'm approaching retirement but I don't have much invested and I'm worried I can't retire. Listen as we walk you through HOW to answer the question "cant I r...
Utilizing your small business to grow WEALTH 16.09.2024 41:17
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the sadly underutilized world of retirement planning for small business owner. Learn how to aggressively invest into your retirement and reduce taxes by tens of thousands of dollars!
How easy is it ACTUALLY to become a millionaire?? 16.09.2024 30:42
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk numbers, and help you plan for retirement by calculating how much money you need at YOUR age to retire a millionaire!
STOP getting your financial advice through social media (hint: it's bad advice) 16.09.2024 39:58
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the perverse incentives of financial "influencers" and explain how to search for sound, accurate financial advice instead!
The Tax Plan: Estate and gift taxes and how they are linked 16.09.2024 20:35
Send us a text The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss estate and gift taxes. Learn how much you can give yearly in tax-free gifts, understand if you might have to pay taxes if you die, and consider if effective gifting strategies can lower potential estate taxes in death.
ANNUITIES - The (not so) good, the bad, and the ugly! 16.09.2024 46:53
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about the ugly truths of annuity products and the market surrounding them. Learn about who they might be right for, and explore alternative fixed income strategies!
Master Chief and Halo knew what we all didn't??!, Market news, and rate cuts?!- Looks promising! 13.09.2024 18:20
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Every First Responder Should Retire A Millionaire 11.09.2024 36:27
Send us a text Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we dive into the details of the 457(b) plan and how its many advantageous set up every first responder to retire a millionaire!
The Tax Plan: Capital gains taxes and how to pay NO TAXES in retirement 09.09.2024 22:49
Send us a text The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we dive into the difference between short term and long term capital gains and how to effectively utilize long term capital gains in retirement to pay 0% in taxes. We also cover the concept of "stepping up" stock basis upon death and how to utilize low income years...
IS THIS ROLLER COASTER EVER GOING TO EVEN OUT?, WHAT ARE MARKETS DOING TODAY, AND, WHAT IS A BASIS POINT? 06.09.2024 21:12
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Nvidia earnings- good, bad, or boring?, UNREALIZED TAX? - Is it possible? And, Market updates! 31.08.2024 19:30
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2 GENTS, 2 CENTS EPISODE 1: BUDGETS 28.08.2024 8:50
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SELL in May, go away!, how do election years affect the stock market? and, What does the USA Debt being in the trillions really mean?! 01.06.2024 18:27
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NVIDIA- A MILLENIALS MICROSOFT!, EXCITING UPDATES TO 77, AND, ALL TIME MARKET HIGHS?!? 24.05.2024 17:26
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Term of the day-"Resistance", Real estate investing- James' honest opinion, and, What markets are doing to end the year 06.12.2023 14:32
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R.I.P. Charlie Munger, Best month for the 500 in a year, and, Why you should at least know how to change your tire( financially) 29.11.2023 18:06
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Stock Market 2024 Outlook and, Do you have FOMO? What about FOLI?! 27.11.2023 19:27
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FEAR buying?! Biden to pay off student loans?! and why do stock prices go down but revenue goes up?? 30.06.2023 14:56
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How are markets trending? Sit it. Set it. leave it. And, What is an "index"? 28.06.2023 15:12
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GOLDMAN SACHS GIVES THEIR 2023 FORECAST! TESLA HAS A BIG RECALL! AND, WHAT EXACTLY IS THE DOW JONES?! 21.11.2022 16:31
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BIGGEST FINANCIAL FRAUD IN HISTORY!?!?! GM SAYS ELECTRIC MAKES MONEY IN 2O25, AND WHAT IS A BROKERDEALER 18.11.2022 20:23
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GOOD NEWS ON INFLATION? BUFFETT MAKING MOVES?! AND, OIL OVER ELECTRIC?!?! 15.11.2022 17:05
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HONG KONG HAULTS TRADING!?! AMD ON THE RISE, AND, ELON PLANS FOR YOU TO PAY THE BIRD! 02.11.2022 14:57
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REMEMBER REMEMBER THE FOUR OF NOVEMBER!! The Halloween investment strategy, AND, MILLENIALS ARE SCARED TO INVEST?!?! 31.10.2022 15:04
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