15 Minutes of Finance

James Walters, CRPC and Brandon West, CPA
  • 5.0 (6)
  • INVESTING
  • UPDATED SEMIWEEKLY
15 Minutes of Finance

Want business, investment, tax, and economic news from someone under the age of 75? Want someone who isn't doing it for the "money"? Someone who is honest to you about what's going on in the world? Then stay tuned - I run an investment firm but I am not the big banks, I run an investment firm but I am not the Bernie Madoffs, I run an investment firm but I am not the wolves of wall street... I am a passionate investor looking to do the right thing for my clients and encourage others to invest as well. I hope listening to this podcast gets you intrigued, curious, and excited about the investment world... There is a lot there for everyone to benefit from. Join me.Disclosure: My opinion on market insights, investment and economic research. This podcast is STRICTLY my own opinion. NOT advice. Should you want professional advice, please reach out via my website. The reason this shouldn't be construed as advice is because your situation is completely unique of another person's. This podcast would never be able to give you the advice you are looking for because of that. It is meant to pique your interest in investing and economic events. It is my belief that those who don't invest, simply don't understand it. I am here to change that. The experts make these topics seem hard on purpose: they use big words and have even bigger egos... all so you give them your money and leave them alone. My goal - to get you fired up about investing. Because guess what, you can do it. And hey, if you are like my ideal client, and want a professional to handle your investments rather than yourself, I am happy to walk with you through the coming decades as your financial advisor. I hope you enjoy this podcast and my opinions on the investment world! Kindest regards, James A. Walters

  1. The Tax Plan: Important 401k concepts with investment and tax implications

    1 DAY AGO

    The Tax Plan: Important 401k concepts with investment and tax implications

    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.

    18 min

  2. 4 DAYS AGO

    2 Gents 2 Cents: What to keep in mind as the year comes to a close

    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.

    19 min
  3. The Tax Plan: Roth vs Traditional retirement account contributions and why it's the single MOST important thing you'll ever understand about money

    DEC 11

    The Tax Plan: Roth vs Traditional retirement account contributions and why it's the single MOST important thing you'll ever understand about money

    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.

    22 min

  4. DEC 6

    Why I think financial planners are a SCAM, Why YOU need to be excited about the next few years, AND, Do you know what a penny stock is?!

    15 Minutes of Finance

    23 min

  5. DEC 4

    2 Gents 2 Cents: Let's celebrate the Holidays with the best ways to give

    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!

    31 min
  6. The Tax Plan: Let's be thankful for family this week and talk about the child tax credit

    NOV 25

    The Tax Plan: Let's be thankful for family this week and talk about the child tax credit

    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!

    18 min

  7. NOV 22

    Investment news, WAIT THE MARKET IS GOING TO CRASH, 34 Trillion in DEBT?!!?! "Relax Dawg" - James

    15 Minutes of Finance

    17 min

  8. NOV 20

    2 Gents 2 Cents: Let's recap our stock picks and see how the market is performing

    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.

    59 min
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5
out of 5
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About

Want business, investment, tax, and economic news from someone under the age of 75? Want someone who isn't doing it for the "money"? Someone who is honest to you about what's going on in the world? Then stay tuned - I run an investment firm but I am not the big banks, I run an investment firm but I am not the Bernie Madoffs, I run an investment firm but I am not the wolves of wall street... I am a passionate investor looking to do the right thing for my clients and encourage others to invest as well. I hope listening to this podcast gets you intrigued, curious, and excited about the investment world... There is a lot there for everyone to benefit from. Join me.Disclosure: My opinion on market insights, investment and economic research. This podcast is STRICTLY my own opinion. NOT advice. Should you want professional advice, please reach out via my website. The reason this shouldn't be construed as advice is because your situation is completely unique of another person's. This podcast would never be able to give you the advice you are looking for because of that. It is meant to pique your interest in investing and economic events. It is my belief that those who don't invest, simply don't understand it. I am here to change that. The experts make these topics seem hard on purpose: they use big words and have even bigger egos... all so you give them your money and leave them alone. My goal - to get you fired up about investing. Because guess what, you can do it. And hey, if you are like my ideal client, and want a professional to handle your investments rather than yourself, I am happy to walk with you through the coming decades as your financial advisor. I hope you enjoy this podcast and my opinions on the investment world! Kindest regards, James A. Walters

Information

  • Creator
    James Walters, CRPC and Brandon West, CPA
  • Years Active
    2021 - 2024
  • Episodes
    117
  • Rating
    Clean
  • Copyright
    © 2024 15 Minutes of Finance
  • Show Website
    15 Minutes of Finance

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