Couverture de 15 Minutes of Finance

15 Minutes of Finance

15 Minutes of Finance

De : James Walters CRPC and Brandon West CPA
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Want business, investment, tax, and economic news from someone under the age of 75? Want someone who isn't doing it for the "money"? Someone who is honest to you about what's going on in the world? Then stay tuned - I run an investment firm but I am not the big banks, I run an investment firm but I am not the Bernie Madoffs, I run an investment firm but I am not the wolves of wall street... I am a passionate investor looking to do the right thing for my clients and encourage others to invest as well. I hope listening to this podcast gets you intrigued, curious, and excited about the investment world... There is a lot there for everyone to benefit from. Join me.

Disclosure: My opinion on market insights, investment and economic research. This podcast is STRICTLY my own opinion. NOT advice. Should you want professional advice, please reach out via my website. The reason this shouldn't be construed as advice is because your situation is completely unique of another person's. This podcast would never be able to give you the advice you are looking for because of that. It is meant to pique your interest in investing and economic events. It is my belief that those who don't invest, simply don't understand it. I am here to change that. The experts make these topics seem hard on purpose: they use big words and have even bigger egos... all so you give them your money and leave them alone. My goal - to get you fired up about investing. Because guess what, you can do it. And hey, if you are like my ideal client, and want a professional to handle your investments rather than yourself, I am happy to walk with you through the coming decades as your financial advisor. I hope you enjoy this podcast and my opinions on the investment world! Kindest regards, James A. Walters

James Walters, CRPC and Brandon West, CPA Economie Finances privées
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    Épisodes
    • What Type of Real Estate Investor Are YOU? Your Status Could be Costing You Thousands.

      What Type of Real Estate Investor Are YOU? Your Status Could be Costing You Thousands.
      Jun 4 2025

      Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about whether you are a passive real estate investor, a "Real Estate Professional," or in operation of a trade or business involving real estate. Each of these designations come with tax deductions and strategies, so understanding them can help save you thousands on your tax bill!

      Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠Contact - West & Walters⁠⁠⁠

      Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠Schedule A Call - West & Walters
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      18 min
    • I'm Fired Up and YOU Should be Too: Stop Losing Money Because of Bad Advice

      I'm Fired Up and YOU Should be Too: Stop Losing Money Because of Bad Advice
      May 27 2025

      Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we get really honest about your money! Are you sure you're working with the right people to handle your investments? Learn how to start getting better financial knowledge and avoid industry pitfalls!

      Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠Contact - West & Walters⁠⁠

      Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠Schedule A Call - West & Walters
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      37 min
    • Market News, Tariffier Keeps Tariffing, And, Does your Portfolio Have a Caitlin Clark?

      Market News, Tariffier Keeps Tariffing, And, Does your Portfolio Have a Caitlin Clark?
      May 23 2025

      James discusses the current market news and dives deep into short interest- A very powerful tool to see if all the hate for a company is the real deal or just word salad from someone on CNBC. Also, James discusses how desigining a portfolio is a lot like being the captian on the playground having to pick teams- Sometimes it is the short chubby guy who is the best player, but you just can't tell until you see him in action. Similarly, it is the boring company that earns you the most return. You won't know until the game begins.


      Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠Contact - West & Walters⁠⁠

      Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠Schedule A Call - West & Walters
      Afficher plus Afficher moins
      24 min

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