15 Minutes of Finance Podcast By James Walters CRPC and Brandon West CPA cover art

15 Minutes of Finance

15 Minutes of Finance

By: James Walters CRPC and Brandon West CPA
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About this listen

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

James Walters, CRPC and Brandon West, CPA Economics Personal Finance
Episodes
  • Churches Should be Growing Their Wealth

    Churches Should be Growing Their Wealth
    May 19 2025

    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? Send us a direct message here: ⁠Contact - West & Walters⁠

    Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠Schedule A Call - West & Walters
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    21 mins
  • Market News, Why 8% is the Magic Number, and, What the Best Investors of All Time Said When the Market Crashed on Tariff Talk.

    Market News, Why 8% is the Magic Number, and, What the Best Investors of All Time Said When the Market Crashed on Tariff Talk.
    May 17 2025

    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 & Walters⁠

    Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠Schedule A Call - West & Walters
    Show more Show less
    30 mins
  • The Tools of the Wealthy: Tax Loss Harvesting Through SMAs

    The Tools of the Wealthy: Tax Loss Harvesting Through SMAs
    May 14 2025

    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 diversification.

    Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & Walters

    Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters
    Show more Show less
    21 mins
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