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PODCAST

15 Minutes of Finance

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

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!

business investing

All Episodes

00:18:39

Market Updates, Why Interest Rates Won’t Budge, and...

15 Minutes of Finance ·

2025/06/20

James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest rates, and Warren Buffett's take on patience in the market! Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠⁠⁠⁠Schedule A Call - West & Walters

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00:21:09

Market News, Stocks to Watch, and the Surprising...

15 Minutes of Finance ·

2025/06/14

James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watch! You’ll learn about the company Circle Internet Group, why diversification is for the average investor and not the diligent investor, and lastly, what stocks James and Co. are watching!

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00:18:09

The 5 Habits of Successful Investors

15 Minutes of Finance ·

2025/06/12

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠Contact - West &

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00:15:01

Don vs Elon, AI Chip Bubble, and, The Fiscal Debt vs...

15 Minutes of Finance ·

2025/06/07

James Walters, CRPC, delivers the market news for the week diving into how PLTR has hit new highs, how Chip makers are seeing an increased demand for their chips, and how there can't be a bubble for AI when the business is so good even companies are faking it! Imitation is the sincerest form of flattery! James also covers the feud between President Donald Trump and billionaire Elon Musk and why the US debt isn't that big of deal but spending could be!

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00:18:22

What Type of Real Estate Investor Are YOU? Your...

15 Minutes of Finance ·

2025/06/04

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

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00:37:21

I'm Fired Up and YOU Should be Too: Stop Losing Money...

15 Minutes of Finance ·

2025/05/27

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 & Walters⁠⁠Want to talk to a professional investment

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00:24:12

Market News, Tariffier Keeps Tariffing, And, Does...

15 Minutes of Finance ·

2025/05/23

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

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00:21:03

Churches Should be Growing Their Wealth

15 Minutes of Finance ·

2025/05/19

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover a taboo but important topic: why and how should churches (and other 501(c)(3) organizations) invest their wealth to multiply the giving of their members. We talk about how church investments are different from other entities, and the effect a growth mindset can have on church finances!Have a question or topic you want to hear covered in a future episode

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00:29:47

Market News, Why 8% is the Magic Number, and, What...

15 Minutes of Finance ·

2025/05/17

James goes into market news for the week and discusses his ideal allocation for individual equities in a portfolio. At the end of the episode James deep dives into direct quotes from some of history's best investors- Ray Dalio, Warren Buffett, Peter Lynch, and Tom Lee. Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠Contact - West & Walters⁠Want to talk to a professional investment advisor, or schedule your FREE financial planning

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00:20:57

The Tools of the Wealthy: Tax Loss Harvesting Through...

15 Minutes of Finance ·

2025/05/14

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover one of our more complex topics we've discussed: tax-loss harvesting through Separately Managed Accounts (SMAs). Let's dive into one of the tools of the ultra high net worth individual, where investments are separately managed in a brokerage account designed to capture losses to offset other income, without increasing risk exposure or sacrificing

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00:26:45

There's a New Tarriff In Town, Market news, And, What...

15 Minutes of Finance ·

2025/05/09

James dives deep into market news, reading a companies quarterly earnings report, and why one puzzle piece doesn't mean the whole picture is ruined. If you'd like your FREE financial plan for the month of May, schedule here! If you would like to follow us on instagram, follow us here!

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24:56

The Most Common Mistakes You're Probably Making Right...

15 Minutes of Finance ·

2025/05/07

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you the mistakes I already know you're making in your 401k plan and explain why they're costing you hundreds of thousands of dollars in retirement! Let's discuss fees, investment options, and long-term planning goals to help you make the most of your 401k plan. Have a question or topic you want to hear covered in a future episode? S...

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17:55

The Market setting records, 57% YTD return is a...

15 Minutes of Finance ·

2025/05/02

Send us a text In this episode of 15 Minutes of Finance, James breaks down the latest market news, shares insights on why Palantir (PLTR) remains one of his favorite companies, and dives into the world of valuation ratios. He explains how different analysts often interpret financial metrics like P/E, PEG, and EV/EBITDA in varied ways—and why these estimates are almost never spot on, often missing the mark by several percentage points. If you've ever wondered why stock analysis feels more like...

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24:38

Here's How I Would Make a MILLION Dollars in Thirty...

15 Minutes of Finance ·

2025/04/30

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you exactly how I would confidently make a million dollars in just 30 years. I can all but guarantee you it is easier, and more doable, than you realize. Let's talk about some practical steps, investment principals, and investment options you can look at on your path to becoming a millionaire! Have a question or topic you want to hear cov...

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46:45

FINALLY, a Green Week. Even the Best Investors Get it...

15 Minutes of Finance ·

2025/04/25

Send us a text James discusses current news, stocks to watch, and why even the best investors get it wrong.

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20:51

How ONE Bad Financial Decision Can Hurt Your Retirement

15 Minutes of Finance ·

2025/04/21

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the compounding effect of early financial mistakes. Why should we weather this current financial downturn, and how bad would selling on the drop be?? Plus, we dispel 3 of the most common pieces of bad financial advice that are being spread today.

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18:01

Taxes are NOT DUE on April 15th?? Avoid Getting...

15 Minutes of Finance ·

2025/04/18

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the single most misunderstood aspect of taxation in the USA: when are taxes due?? I bet it's NOT when you think. Learn how to properly tax plan throughout the year and avoid costly penalties with the IRS! Plus, learn how we lowered a real estate professional's tax bill by almost $10,000 this tax season!

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44:11

The Art of The Deal- a Masterclass in Bluffing, and, ...

15 Minutes of Finance ·

2025/04/15

Send us a text James reviews tariffs, news and goes into detail on a case study of particularly bad finanical advice.

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26:41

How Are YOU Building Wealth For Retirement?

15 Minutes of Finance ·

2025/04/10

Send us a text Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about wealth building in 3 categories: fixed income, real estate, and retirement accounts. Do YOU know how much money you'll retire with? How do you stack up against the average American? Let's talk about it. Plus, best investment return in decades??

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31:32

The Apprentice: You Get a Tariff, You Get a Tariff,...

15 Minutes of Finance ·

2025/04/04

Send us a text Trump’s Trade Tactics & What It Means for Your Wallet

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