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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

21:04

Market News, A Successful Company You Have Never...

15 Minutes of Finance ·

2025/03/29

Send us a text In this Saturday morning episode of 15 Minutes of Finance, James from 77 Financial Group dives into the latest market news, including the impact of hot Tariff impact, Lululemon’s stock tumble, and the hidden gem American Water Works (AWK). Then—story time. James shares an original allegorical tale, The Tale of the Three Farms, inspired by classics like Animal Farm and Hatchet. This financial fable breaks down the concept of unfair trade, undervalued opportunity, and long-term i...

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19:15

Not Filing Tax Returns as a Protest Against DOGE??...

15 Minutes of Finance ·

2025/03/26

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 rising resistance against Elon Musk's DOGE initiative. Taxpayers are saying DO NOT FILE YOUR TAXES as a form of protest. Is this a good idea? Let's talk about whether the IRS is actually too belabored to come after you, and what the consequences of not filing taxes could be. Plus, did you know that investments in the S&P 500 at the sa...

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20:03

Markets Finally Have a Green Week: Buy the Dip, Big...

15 Minutes of Finance ·

2025/03/21

Send us a text In this episode of 15 Minutes of Finance, James from 77 Financial Group celebrates the market’s first green week in over a month and explains why it matters for investors. We break down the latest stock market rally, including gains across the NASDAQ, S&P 500, and Dow Jones, plus key moves from companies like Tesla, Nike, FedEx, and Micron. James also explains the concept of “buying the dip” and how to use downturns as opportunity. The episode features a “Term of the ...

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29:49

The Small Business Tax Primer Part 2

15 Minutes of Finance ·

2025/03/19

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 what qualifies as a "write off" to an entrepreneur, and dive into some of the more detailed tax write offs such as vehicle depreciation, home offices, and self-employed retirement accounts. If you aren't sure if you are maximizing your tax deductions, or you aren't actively investing your self-employed earnings through your business, this is ...

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16:39

Does your portfolio hit 3/10? Market news, and, does...

15 Minutes of Finance ·

2025/03/14

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31:55

DONT PANIC: History teaches us your investments are...

15 Minutes of Finance ·

2025/03/06

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, investors face a major threat to keeping their money: steeling themselves to weather this market downturn and maintain their investments. Let's dive into a history of market declines and volatility to see how worried you really should be about your investments.

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28:15

🚨 EMERGENCY EPISODE: Tariffs Tanking the Market,...

15 Minutes of Finance ·

2025/03/04

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16:02

The Small Business Tax Primer Part 1

15 Minutes of Finance ·

2025/02/26

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 how an S Corporation can save small business owners TONS of taxes. We also explore many of the less often discussed reasons S Corporation owners may benefit beyond the tax implications.

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16:22

MARKET DOWN 1.7%- Bad news or buying opportunity?,...

15 Minutes of Finance ·

2025/02/21

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30:12

What does another 4 years of Trump mean for YOUR tax...

15 Minutes of Finance ·

2025/02/19

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 talk about what taxes might change under a Trump administration. Look, I don't want to go against the grain here... but the world might not ACTUALLY be ending?

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19:08

Wait, James says Tariffs are the BEST thing to happen...

15 Minutes of Finance ·

2025/02/13

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24:01

EXCITING moves in the market, Palantir the next...

15 Minutes of Finance ·

2025/02/07

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19:44

How backdoor Roth conversions can save you tens of...

15 Minutes of Finance ·

2025/01/30

Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk a more advanced topic: backdoor Roth conversions to convert pre-tax money into a tax-free Roth account. Roth accounts avoid the RMD restrictions that affect retired taxpayers, and allow money to compound tax FREE forever. Learn how to utilize this powerful wealth building tool.

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24:40

The DEEP FAKE that is Deep Seek, buying this dip BIG...

15 Minutes of Finance ·

2025/01/28

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35:48

2 Gents 2 Cents: Is it worth it to have an advisor...

15 Minutes of Finance ·

2024/12/19

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 an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners.

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18:03

The Tax Plan: Important 401k concepts with investment...

15 Minutes of Finance ·

2024/12/17

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk everybody's 401k plans. What types of contributions can you make, how to maximize your employer's match, and how your investment choices will impact your long-term wealth.

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18:39

2 Gents 2 Cents: What to keep in mind as the year...

15 Minutes of Finance ·

2024/12/13

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 break down good financial habits to exercise when years end. Check the yearly returns on your investments, ask your CPA some questions, and make sure your financial strategies are still in line with your goals.

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21:41

The Tax Plan: Roth vs Traditional retirement account...

15 Minutes of Finance ·

2024/12/11

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk about (no clickbait) the single most important concept for the average investor to understand. Learn how you can easily, at almost any income level, retire a millionaire with TAX FREE income.

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22:50

Why I think financial planners are a SCAM, Why YOU...

15 Minutes of Finance ·

2024/12/06

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31:17

2 Gents 2 Cents: Let's celebrate the Holidays with...

15 Minutes of Finance ·

2024/12/04

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 get in the spirit of the Holidays with a dive into the ways to give to others. From tax-sheltered contributions to invested charitable gifts, we break down how to better compound your generosity!

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193 results

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