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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

17:49

The Tax Plan: Let's be thankful for family this week...

15 Minutes of Finance ·

2024/11/25

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we focus on family and talk about the Child Tax Credit. Learn about what your income needs to be to earn the full amount of the credit, how to claim the credit, who qualifies, and how much this could help you at tax time. Plus, learn the basics of the Childcare Tax Credit and what to do to substantiate this credit at tax time. Happy Thanksgiving!

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16:43

Investment news, WAIT THE MARKET IS GOING TO CRASH,...

15 Minutes of Finance ·

2024/11/22

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58:48

2 Gents 2 Cents: Let's recap our stock picks and see...

15 Minutes of Finance ·

2024/11/20

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 take an honest look at some of our stocks we've been watching this year to see how they've performed. Subscribers to the newsletter will recognize many of these stocks. And, let's talk about our investment philosophy and our expectations for future market performance overall.

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17:18

The Tax Plan: Are my charitable contributions...

15 Minutes of Finance ·

2024/11/19

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss charitable contributions. Spend 15 minutes learning what contributions are deductible and why you might not be getting the tax deduction you think you are! Plus, learn a tip for what to do if your contributions in any given year aren't deductible.

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22:46

Wait, I should invest in Domino's!!?!?! the Market...

15 Minutes of Finance ·

2024/11/16

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57:13

2 Gents 2 Cents: The Great Wealth Transfer will pass...

15 Minutes of Finance ·

2024/11/14

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 one of the most important market factors in recent history: the upcoming "Great Wealth Transfer" that will pass over 80 TRILLION dollars to younger generations. Statistics say most people are not prepared to effectively manage a financial windfall. Learn how to be prepared so you can avoid the common pit...

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17:31

EVERYTHING is to the MOON! Veterans Day, and, how...

15 Minutes of Finance ·

2024/11/11

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19:04

The Tax Plan: Save $7,5000 with the electric vehicle...

15 Minutes of Finance ·

2024/11/05

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the EV tax credit! Learn if you qualify, how to claim it, and some tips designed to maximize your taxes saved with this credit. Do everything right, and get up to $7,500 back on your taxes this year!

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22:15

October snaps a 5 month streak! Nvidia gets a cool...

15 Minutes of Finance ·

2024/11/01

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14:44

Market news, performance up up up and.... still up?...

15 Minutes of Finance ·

2024/10/25

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25:37

2 Gents 2 Cents: When is it time for insurance?

15 Minutes of Finance ·

2024/10/23

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 insurance :when you should get it, what type of insurance you need, and why insurance as an investment is a terrible option.

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23:44

The Tax Plan: Rental real estate taxation and how to...

15 Minutes of Finance ·

2024/10/21

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss rental real estate. Learn some key concepts to understand if you rent out your personal residence during the year. And, learn the IRS rules for treating rental properties as business activities, qualifying you for the QBI deduction, more write offs, and active loss recognition!

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20:45

Wait a second, how high could the S and P Go?!?! what...

15 Minutes of Finance ·

2024/10/18

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32:46

Two Gents Two Cents: When is it time to sell?

15 Minutes of Finance ·

2024/10/16

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 talk about a constant worry of investors, "is it time to sell?" Let's dive into how different investors answer this question and whether or not any investor can beat the market and perfectly time their investments.

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20:16

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

15 Minutes of Finance ·

2024/10/15

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss "traditional" vs "roth" contributions to retirement accounts, such as 401(k)'s and IRA's. Learn how both contributions to and withdrawals from these accounts differ, and gain the knowledge necessary to make the right account choice for your situation! Plus, a bonus pop culture analysis of some "Love Is Blind" financial advice. Hint: don't take your financial advice...

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33:29

Two Gents Two Cents: What is risk tolerance, and how...

15 Minutes of Finance ·

2024/10/09

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 concept of "risk tolerance." Let's explore investment strategies that can lower risk in your portfolio.

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25:34

The Tax Plan: Debunking the myth of "moving up a tax...

15 Minutes of Finance ·

2024/10/07

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the myth of how earning more money can "bump you up a tax bracket." Learn how marginal tax rates ACTUALLY work, and learn tips on how to time income recognition of bonuses, investments, etc to lower your tax bill!

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22:51

How does the stock market react during war time and...

15 Minutes of Finance ·

2024/10/05

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30:20

2 Gents 2 Cents: Incorporating tax strategy into your...

15 Minutes of Finance ·

2024/10/02

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 discuss the often "false promise" of creating tax sheltered income in retirement. Learn when it IS important to incorporate tax strategy into your investments and the imapct it can make!

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39:13

The Tax Plan: How to avoid taxes when selling your...

15 Minutes of Finance ·

2024/09/30

The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss the powerful tools available to real estate investors to avoid ALL capital gains taxes on the sale of real estate! Learn about 1031 exchanges, inheritances with a "step up" in basis, and the potential benefits of underutilized Delaware Statutory Trusts!

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193 results

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