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PODCAST

15 Minutes of Finance

James Walters, CIMA®, CRPC® and 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

00:15:20

The Market Pulled Back This Week… But 2% Advisor Fees...

15 Minutes of Finance ·

2026/02/27

This week, James breaks down stock market news and events this week. Nvidia sank after strong earnings, the Dow dropped over 500 points, the S&P 500 and Nasdaq also moved lower. Inflation data (PPI and Core PPI) came in hotter than expected. One of the biggest takeaways has nothing to do with headlines. It has to do with fees. James shares that he has now seen four separate portfolios charging a 2% advisor fee this week alone, and that is before platform fees, 12b1 fees, planning fees, mutual

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00:15:02

The Rebound We All Needed: Dow Hits 50,000,...

15 Minutes of Finance ·

2026/02/07

This week felt like a free fall at times, the kind of tape that makes you question everything, and then the market turned around and finished Friday on a much better note. In this episode, James breaks down what happened, why weeks like this are exactly when investor behavior matters most, and how to keep your decision making grounded when headlines and intraday swings get loud.One of the biggest takeaways is a classic reminder from legendary investor Peter Lynch: the most important organ for an

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00:28:50

1031 Exchanges Explained: How Real Estate Investors...

15 Minutes of Finance ·

2026/02/05

Selling real estate doesn’t have to mean handing a big check to the IRS.In this episode of 15 Minutes of Finance, we break down 1031 exchanges: What they are, how they work, and how real estate investors can legally defer capital gains taxes when selling investment property. We’re joined by Adam Nishikawa, a 1031 Qualified Intermediary, who walks us through: - What qualifies for a 1031 exchange- Common mistakes that disqualify exchanges- Timing rules you must follow- Who should (and should not)

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00:15:03

Trump Makes His Pick, Earnings Reports, and Wishing...

15 Minutes of Finance ·

2026/01/30

James covers market news, trumps new fed pick Kevin Warsh, and goes over earnings reports, stocks he bought, and investing habits that will make you rich or poor. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

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00:17:06

Why Next Week Could Set Up the Next Few Months...

15 Minutes of Finance ·

2026/01/24

Next week could be one of the most important market weeks we’ve seen in a while, and it may set the tone for the next few months.In this episode, James breaks down why the market reacted so sharply to Trump’s latest headlines involving Greenland, NATO, and rising geopolitical uncertainty, and why moments like this often create opportunity for long term investors. When fear spikes, prices drop, and that is usually when the best buying windows open.We also cover a major issue investors need to watch

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00:26:57

3 Stages of Small Business and How to Maximize Each Step

15 Minutes of Finance ·

2026/01/23

If you’re a small business owner, you’re not just running a business, you’re moving through stages. And the strategy that works in the beginning is not the same strategy that works when you’re growing, and it’s definitely not the same strategy once you’ve reached a plateau. In this episode, Brandon breaks down the three stages of small business growth and explains how to maximize each phase so you can keep more money, grow faster, and build a business that supports the life you actually want.Stage 1

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00:16:38

Financials are the 2026 Play, Gold and Silver Cool...

15 Minutes of Finance ·

2026/01/17

Stock Market Update and 2026 Outlook is here. In this episode of 15 Minutes of Finance, we break down the biggest financial news moving markets right now, then dive into why financial stocks such as banks, insurance, and financial services could be one of the best sector opportunities heading into 2026. We cover how the Federal Reserve, interest rates, inflation, and credit conditions can influence financial company performance and what investors should be watching as the economy transitions into

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00:32:05

Interview with a Digital Nomad: How He Makes Finances...

15 Minutes of Finance ·

2026/01/12

In this episode, James sits down with a successful investor who built a location independent career and now lives abroad while working remotely. They break down how geographical arbitrage makes it possible to dramatically lower your cost of living, upgrade your lifestyle, and accelerate your wealth building at the same time.From affordable luxury housing and world class food to international travel and flexible work schedules, this conversation shows how smart financial planning and remote income

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00:32:48

2026 Market Outlook: Santa Rally, AI Bubble,...

15 Minutes of Finance ·

2025/12/16

In this episode, Brandon and James recap the market as we head toward the end of the year and discuss overall investor sentiment going into 2026. They break down what the S&P 500 has done over the past year, explain the idea behind the Santa Claus rally, and talk about what to realistically expect from the market and the economy next year.The conversation also covers tariffs and why their impact often shows up months after the initial shock, how the threat of tariffs can be used as a negotiating

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00:12:18

This Week in Market News: Rate Cuts, Acquisitions,...

15 Minutes of Finance ·

2025/12/06

In this episode James covers the latest market and economic news, breaks down a LinkedIn discussion he had about the S&P 500, and explains why waiting is sometimes the best move for investors. He also revisits his stock pick on Warner Brothers Discovery and how Netflix is set to acquire them and what that means for investors. #investing #marketnews #15minutesoffinance #economy #S&P500All Information is educational in its intent and distribution! Please do not consider this personal financial

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00:15:13

5 Ways Investment Bankers Get Information Faster Than...

15 Minutes of Finance ·

2025/11/17

James Breaks down the 5 ways investment professionals get information before YOU, the retail investor, and how you can start getting information just as fast as them! That way, you can make informed decisions off the data, instead of off their headlines! 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

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00:19:52

The Why Behind 15 Minutes of Finance

15 Minutes of Finance ·

2025/11/12

In this milestone episode, Brandon and James share why this channel is different from most financial content online. Our goal isn’t hype, it’s help. We’re licensed professionals bringing real world experience in investing, taxes, wealth management, and financial literacy to help you make smarter money moves.Unlike most of what you see in the finance space, our insights come from the perspective of credentialed advisors who work with real clients every day, breaking down complex financial concepts

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00:14:54

How Buffet Chooses Companies to Invest in and is he...

15 Minutes of Finance ·

2025/11/06

In this episode we break down the often misunderstood investment strategy of Warren Buffett, exploring why one of the greatest investors of all time continues to hold hundreds of billions of dollars in cash. We unpack the reasoning behind Berkshire Hathaway’s massive cash reserves, including historically high market valuations, the limited number of attractive investment opportunities within Buffett’s “circle of competence,” and his long term focus on patience and discipline; waiting for the perfect

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00:15:55

Market News Monday and an Exciting Week of Earnings!

15 Minutes of Finance ·

2025/11/03

James covers market news and the hype around buffet retiring and where exactly you can find companies investments on their filing reports.

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00:14:05

Why Stock Splits Are Bullish + Market News & a New...

15 Minutes of Finance ·

2025/11/01

In this week’s episode of 15 Minutes of Finance, James breaks down the latest market news and explains why stock splits are usually a bullish signal for investors. He covers the psychology behind stock splits, why companies like Netflix have split shares in the past to make them more accessible, and why others such as Berkshire Hathaway choose never to split. James also highlights a new stock to watch for long-term investors and discusses what to look for before adding it to your watchlist. If

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00:43:36

Case Study: How to Handle a Settlement. Spend, Save,...

15 Minutes of Finance ·

2025/10/27

In this episode, Brandon and James walk through a real-life case study on how to handle a financial settlement the smart way. They break down how to decide what to spend, what to save, and what to invest to make the most of a one-time payout. You’ll learn the key mistakes people make after receiving a large sum, how taxes can impact your decisions, and practical strategies to turn a settlement into long-term financial stability. Whether your settlement came from an injury, inheritance, or legal

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00:42:24

Case Study: A Real Client’s Insurance Policy Exposed

15 Minutes of Finance ·

2025/10/24

In this episode, James and Brandon break down a real client’s insurance policy and reveal the good, the bad, and the ugly. They explain how this policy was sold as an “investment,” why that pitch is misleading, and what it actually means for the client’s long-term finances. You’ll learn how to spot common red flags, understand what makes good insurance versus bad insurance, and why insurance sold as an investment is rarely a win for the buyer.If you’ve ever wondered whether your policy is helping or

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00:19:52

The One Big Beautiful Tax Bill (OBBB) Explained: Part 2

15 Minutes of Finance ·

2025/10/23

In this episode, Brandon explains The One Big Beautiful Bill and what it means for taxpayers in 2025 and beyond. This is Part 2 of a two part series where he walks through the most important tax changes, how they could affect your filing strategy, and what opportunities may exist for smarter tax planning. Whether you file on your own or work with a professional, this episode of 15 Minutes of Finance breaks down complex updates in simple terms so you can be prepared for what is ahead.

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00:43:05

The One Big Beautiful Tax Bill (OBBB) Explained: Part 1

15 Minutes of Finance ·

2025/10/22

In this episode, Brandon explains The One Big Beautiful Bill and what it means for taxpayers in 2025 and beyond. This is Part 1 of a two part series where he walks through the most important tax changes, how they could affect your filing strategy, and what opportunities may exist for smarter tax planning. Whether you file on your own or work with a professional, this episode of 15 Minutes of Finance breaks down complex updates in simple terms so you can be prepared for what is ahead.

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00:13:14

Market News Monday and Important Data This Week

15 Minutes of Finance ·

2025/10/20

James breaks down the biggest events moving the markets this week, including major company earnings reports and key economic data like the CPI. Learn how inflation trends and corporate results are shaping investor sentiment and what it could mean for the weeks ahead.

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