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PODCAST

15 Minutes of Finance

James Walters, CIMA®, CRPC®, and Brandon West, CPA

15 Minutes of Finance is your quick, no-fluff take on the markets, money, and making smarter financial decisions. Hosted by James Walters and Brandon West co-owners of West & Walters Tax and Wealth Management presented by 77 Financial Group, episodes consist of breaking down what is happening in the economy, highlights market movers, and gives you practical insight you can actually use. From tax strategies to stock trends, from big-picture investing to everyday money hacks, you will get clear,

business investing

All Episodes

27:07

2 Gents 2 Cents: Paul asks "what do I do if I'm in my...

15 Minutes of Finance ·

2024/09/18

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 retire soon," and learn what to do if the answer is "no" in your current situation.

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39:58

2 Gents 2 Cents: STOP getting your financial advice...

15 Minutes of Finance ·

2024/09/16

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!

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20:35

The Tax Plan: Estate and gift taxes and how they are...

15 Minutes of Finance ·

2024/09/16

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.

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18:20

Master Chief and Halo knew what we all didn't??!,...

15 Minutes of Finance ·

2024/09/13

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36:27

2 Gents 2 Cents: Every First Resonder Should Retire A...

15 Minutes of Finance ·

2024/09/11

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!

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22:49

The Tax Plan: Capital gains taxes and how to pay NO...

15 Minutes of Finance ·

2024/09/09

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 to increase stock basis.

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21:12

IS THIS ROLLER COASTER EVER GOING TO EVEN OUT?, WHAT...

15 Minutes of Finance ·

2024/09/06

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18:42

Nvidia earnings- good, bad, or boring?, UNREALIZED...

15 Minutes of Finance ·

2024/08/31

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41:16

2G 2C: UTILIZING YOUR SMALL BUSINESS TO BUILD WEALTH

15 Minutes of Finance ·

2024/08/28

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8:50

2G 2C: BUDGETS

15 Minutes of Finance ·

2024/08/28

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30:45

2G 2C: How easy is it ACTUALLY to become a millionaire??

15 Minutes of Finance ·

2024/08/27

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46:56

2 GENTS, 2 CENTS: ANNUITIES- the (not so) good, the...

15 Minutes of Finance ·

2024/08/24

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18:27

SELL in May, go away!, how do election years affect...

15 Minutes of Finance ·

2024/06/01

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17:26

NVIDIA- A MILLENIALS MICROSOFT!, EXCITING UPDATES TO...

15 Minutes of Finance ·

2024/05/24

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14:32

Term of the day-"Resistance", Real estate investing-...

15 Minutes of Finance ·

2023/12/06

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18:06

R.I.P. Charlie Munger, Best month for the 500 in a...

15 Minutes of Finance ·

2023/11/29

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19:27

Stock Market 2024 Outlook and, Do you have FOMO? What...

15 Minutes of Finance ·

2023/11/27

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14:56

FEAR buying?!, Biden to pay off student loans?!, and...

15 Minutes of Finance ·

2023/06/30

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15:12

How are markets trending? Sit it. Set it. leave it....

15 Minutes of Finance ·

2023/06/28

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16:31

GOLDMAN SACHS GIVES THEIR 2023 FORECAST! TESLA HAS A...

15 Minutes of Finance ·

2022/11/21

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188 results

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