Shows
15 Minutes of FinanceSoaring Stocks & Sore Losers: This Week’s 5 Days of All‑Time HighsJames goes over the all time highs and the important factors that could send it higher (or lower) and explains the value and concern of the oncoming Robo-advisor apocolypse. James also details a new stock to watch for his firm, West and Walters Tax and Wealth Management and dives into some that have already shown real performance promise! 2025-07-1916 min
15 Minutes of FinanceCan We Get an Even Higher High? Market News & Stocks to Watch!As the holiday weekend approaches, James shares his top stock picks and breaks down the latest market movements. He also explains why interest rate levels matter—and how the right interest rate “sweet spot” can drive higher valuations and stronger investor returns.Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE (Always free) financial planning meeting? Schedule A Call - West & Walters2025-07-0439 min
15 Minutes of FinanceThe Seven Deadly Sins of The Investment World, and How You can Avoid Them!!James goes into detail about the many ways the investment world tries to rip people like YOU, off. James covers things like: high fees, fear selling, many hands in the pot, and just plain BAD advice. Plus more! Tune in if you want to learn the ways to avoid them or how you can help someone you know to avoid falling into the same traps. Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional inv...2025-06-2651 min
15 Minutes of FinanceMarket Updates, Why Interest Rates Won’t Budge, and the Power of Patience"James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest rates, and Warren Buffett's take on patience in the market! Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters2025-06-2118 min
15 Minutes of FinanceThe 5 Habits of Successful InvestorsBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the habits of successful investors. Higher earners often fall into "lifestyle inflation" where they never feel they can get ahead. Implement these habits to successfully build your wealth, regardless of your tax bracket!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - We2025-06-1218 min
15 Minutes of FinanceDon vs Elon, AI Chip Bubble, and, The Fiscal Debt vs National Debt!James Walters, CRPC, delivers the market news for the week diving into how PLTR has hit new highs, how Chip makers are seeing an increased demand for their chips, and how there can't be a bubble for AI when the business is so good even companies are faking it! Imitation is the sincerest form of flattery! James also covers the feud between President Donald Trump and billionaire Elon Musk and why the US debt isn't that big of deal but spending could be! 2025-06-0715 min
15 Minutes of FinanceWhat Type of Real Estate Investor Are YOU? Your Status Could be Costing You Thousands.Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about whether you are a passive real estate investor, a "Real Estate Professional," or in operation of a trade or business involving real estate. Each of these designations come with tax deductions and strategies, so understanding them can help save you thousands on your tax bill!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professi...2025-06-0518 min
15 Minutes of FinanceI'm Fired Up and YOU Should be Too: Stop Losing Money Because of Bad AdviceBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we get really honest about your money! Are you sure you're working with the right people to handle your investments? Learn how to start getting better financial knowledge and avoid industry pitfalls!Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters2025-05-2837 min
15 Minutes of FinanceMarket News, Tariffier Keeps Tariffing, And, Does your Portfolio Have a Caitlin Clark?James discusses the current market news and dives deep into short interest- A very powerful tool to see if all the hate for a company is the real deal or just word salad from someone on CNBC. Also, James discusses how desigining a portfolio is a lot like being the captian on the playground having to pick teams- Sometimes it is the short chubby guy who is the best player, but you just can't tell until you see him in action. Similarly, it is the boring company that earns you the most return. You won't know until the game...2025-05-2424 min
15 Minutes of FinanceChurches Should be Growing Their WealthBrandon 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 & WaltersWant to ta...2025-05-2021 min
15 Minutes of FinanceMarket News, Why 8% is the Magic Number, and, What the Best Investors of All Time Said When the Market Crashed on Tariff Talk.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 & WaltersWant to talk to a professional investment advisor, or schedule your FREE financial planning meeting? Schedule A Call - West & Walters2025-05-1729 min
15 Minutes of FinanceThe Tools of the Wealthy: Tax Loss Harvesting Through SMAsBrandon 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: Co...2025-05-1520 min
15 Minutes of FinanceThe Most Common Mistakes You're Probably Making Right Now in Your 401k PlanSend us a textBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you the mistakes I already know you're making in your 401k plan and explain why they're costing you hundreds of thousands of dollars in retirement! Let's discuss fees, investment options, and long-term planning goals to help you make the most of your 401k plan. Have a question or topic you want to hear covered in a future episode? Send us a direct message here: Contact - West & W...2025-05-0724 min
15 Minutes of FinanceThe Market setting records, 57% YTD return is a beautiful thing, and, Apple complains too much!Send us a textIn this episode of 15 Minutes of Finance, James breaks down the latest market news, shares insights on why Palantir (PLTR) remains one of his favorite companies, and dives into the world of valuation ratios. He explains how different analysts often interpret financial metrics like P/E, PEG, and EV/EBITDA in varied ways—and why these estimates are almost never spot on, often missing the mark by several percentage points. If you've ever wondered why stock analysis feels more like art than science, this episode is for yo...2025-05-0217 min
15 Minutes of FinanceHere's How I Would Make a MILLION Dollars in Thirty YearsSend us a textBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to tell you exactly how I would confidently make a million dollars in just 30 years. I can all but guarantee you it is easier, and more doable, than you realize. Let's talk about some practical steps, investment principals, and investment options you can look at on your path to becoming a millionaire!Have a question or topic you want to hear covered in a future episode? Send us a...2025-04-3024 min
15 Minutes of FinanceHow ONE Bad Financial Decision Can Hurt Your RetirementSend us a textBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the compounding effect of early financial mistakes. Why should we weather this current financial downturn, and how bad would selling on the drop be?? Plus, we dispel 3 of the most common pieces of bad financial advice that are being spread today.2025-04-2120 min
15 Minutes of FinanceTaxes are NOT DUE on April 15th?? Avoid Getting Penalized for Underpayment of Taxes.Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about the single most misunderstood aspect of taxation in the USA: when are taxes due?? I bet it's NOT when you think. Learn how to properly tax plan throughout the year and avoid costly penalties with the IRS! Plus, learn how we lowered a real estate professional's tax bill by almost $10,000 this tax season!2025-04-1818 min
15 Minutes of FinanceHow Are YOU Building Wealth For Retirement?Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about wealth building in 3 categories: fixed income, real estate, and retirement accounts. Do YOU know how much money you'll retire with? How do you stack up against the average American? Let's talk about it. Plus, best investment return in decades??2025-04-1026 min
15 Minutes of FinanceNot Filing Tax Returns as a Protest Against DOGE?? I'd Reconsider.Send us a textBrandon 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 same rate we contribute to social security would...2025-03-2719 min
15 Minutes of FinanceThe Small Business Tax Primer Part 2Send us a textBrandon 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 the episode for you!2025-03-1929 min
15 Minutes of FinanceDONT PANIC: History teaches us your investments are going to be just fineSend us a textBrandon 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. 2025-03-0631 min
15 Minutes of FinanceThe Small Business Tax Primer Part 1Send us a textBrandon 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.2025-02-2616 min
15 Minutes of Finance2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?Send us a textBrandon 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. 2024-12-1935 min
15 Minutes of Finance2 Gents 2 Cents: What to keep in mind as the year comes to a closeSend us a textBrandon 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.2024-12-1318 min
15 Minutes of Finance2 Gents 2 Cents: Let's celebrate the Holidays with the best ways to giveSend us a textBrandon 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!2024-12-0531 min
15 Minutes of Finance2 Gents 2 Cents: Let's recap our stock picks and see how the market is performingSend us a textBrandon 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.2024-11-2058 min
15 Minutes of Finance2 Gents 2 Cents: The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?Send us a textBrandon 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 pitfalls of inheritors.2024-11-1457 min
15 Minutes of Finance2 Gents 2 Cents: When is it time for insurance?Send us a textBrandon 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.2024-10-2325 min
15 Minutes of Finance2 Gents 2 Cents: When is it time to sell?Send us a textBrandon 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.2024-10-1732 min
15 Minutes of Finance2 Gents 2 Cents: What is risk tolerance, and how do you design a portfolio to lower riskSend us a textBrandon 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.2024-10-0933 min
15 Minutes of Finance2 Gents 2 Cents: Incorporating tax strategy into your retirement accountSend us a textBrandon 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!2024-10-0330 min
15 Minutes of Finance2 Gents 2 Cents: Do you know what type of advisor you're working with? Learn how that affects YOUR investments!Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we peak behind the curtain. What type of advisors are there, what fees do they charge, how do their potentially conflicted incentives affect their investment recommendations, and how can you use this information to pick a great advisor for your situation.2024-09-2553 min
15 Minutes of Finance2 Gents 2 Cents: Paul asks "what do I do if I'm in my 60s but don't feel ready to retire?"Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we answer a fear lots of our listeners might have: I'm approaching retirement but I don't have much invested and I'm worried I can't retire. Listen as we walk you through HOW to answer the question "cant I retire soon," and learn what to do if the answer is "no" in your current situation.2024-09-1927 min
15 Minutes of Finance2 Gents 2 Cents: How easy is it ACTUALLY to become a millionaire??Send us a textBrandon 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 numbers, and help you plan for retirement by calculating how much money you need at YOUR age to retire a millionaire!2024-09-1630 min
15 Minutes of Finance2 GENTS 2 CENTS: ANNUITIES - the (not so) good, the bad, and the ugly!Send us a textBrandon 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 ugly truths of annuity products and the market surrounding them. Learn about who they might be right for, and explore alternative fixed income strategies!2024-09-1646 min
15 Minutes of Finance2 Gents 2 Cents: Utilizing your small business to grow WEALTHSend us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the sadly underutilized world of retirement planning for small business owner. Learn how to aggressively invest into your retirement and reduce taxes by tens of thousands of dollars!2024-09-1641 min
15 Minutes of Finance2 Gents 2 Cents: STOP getting your financial advice through social media (hint: it's bad advice)Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we explore the perverse incentives of financial "influencers" and explain how to search for sound, accurate financial advice instead!2024-09-1639 min
15 Minutes of Finance2 Gents 2 Cents: Every First Responder Should Retire A MillionaireSend us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we dive into the details of the 457(b) plan and how its many advantageous set up every first responder to retire a millionaire!2024-09-1136 min
15 Minutes of FinancePOT STOCKS to the moon?! Oil and why its a critical investment piece, and, James wants to be the next Jim Cramer?!?!Send us a text2022-10-0716 min
15 Minutes of FinanceHousing market on the up or on the downturn? investing in Chinese companies immoral, or good investment? and, What am I doing with my own investments!?Send us a text2022-09-2717 min
15 Minutes of FinanceWhat is a central bank and what is Bank Of America saying about the market for the rest of the year??Send us a text2022-09-2014 min
15 Minutes of FinanceFed to raise rates AGAIN. And, should we really be scared of a coming depression?Send us a text2022-09-1915 min
15 Minutes of FinanceBuffet losing money, Should we be buying the dips, and, pharmaceuticals, the big fat wallet we can't seeSend us a text2022-08-0815 min
15 Minutes of FinanceInvesting in a recession? recession fear, nonsense! And what James would do?Send us a text2022-07-1116 min
15 Minutes of FinanceEnding the week on Gains! Twitter just won't let Elon win, And, Jobs reports!Send us a text2022-07-0815 min
15 Minutes of FinanceINDIA to Create its own CRYPTO!@, AT&T not doing so hot, and Money in the mirror for February!Send us a text2022-02-0115 min
15 Minutes of FinanceFacebook reports earnings, What is a Digital Asset "Wallet", AND, Robinhood- Good or bad?Send us a text2021-10-2714 min
15 Minutes of FinanceTESLA: No Chips? No problem, Facebook trying to change the "Metaverse"!?!?, and, What about this Bitcoin ETF I keep hearing about?!?!Send us a text2021-10-2013 min
15 Minutes of FinanceFINALLY some good news!! Goldman Sachs report gains, and, Bitcoin to carry digital assets to the moon?!?!Send us a text2021-10-1514 min
15 Minutes of FinanceBullish on CRYPTO?! What about bubbles?!?! AND Squid Games for the big bucks or just dollar cost average?Send us a text2021-10-1316 min
15 Minutes of FinanceStocks slump, US China trade tensions- pulled to the limit or more room to stretch? And, Warren buffet did WHAT when 2008 happened?!Send us a text2021-10-0414 min
15 Minutes of FinanceStocks bounce back!! What is a Put Option!?? and, China companies have to do WHAT?!?!Send us a text2021-09-3015 min
15 Minutes of FinanceMarket news, Inflation or interest rates- Both sound boring, And, Ford making its way into the EV market!!!Send us a text2021-09-2815 min
15 Minutes of FinanceCHIP shortages= Good time to invest??!! What is Green investing? and, What happens if the Country's debt keeps rising?!Send us a text2021-09-2315 min
15 Minutes of FinanceSTOCKS ON THE REBOUND. Biden's tax bill getting voted on- Is it good for investors??!, and, what about interest rates and inflation??!Send us a text2021-09-2214 min
15 Minutes of FinanceAnother merger equals 5.4 TRILLION, quadruple WHAT?!?!? and, James rants on MORE Investment taxationSend us a text2021-09-1714 min
15 Minutes of FinanceFOX BUYS TMZ FOR 50MM, OIL PRICES MOVIN UP, AND WAIT, BACKDOOR IS A GOOD THING!??Send us a text2021-09-1415 min
15 Minutes of FinanceInvestment news, Cryptos on their way down, MOVIES ARE BACK! And, DOUBLE DIPPIN AINT KOSHERSend us a text2021-09-1315 min
15 Minutes of FinanceS&P hits 53RD ALL TIME HIGH for the year!!! Members Exchange with good ideas?! and, YOU DON'T KNOW WHO GETS PAID AND HOW MUCH THEY GET PAID!!Send us a text2021-08-3116 min
15 Minutes of FinanceEurope suggests Stopping US travel, Hurricane downgraded, and, China becomes mommy and daddySend us a text2021-08-3012 min
15 Minutes of FinanceMONEY IN THE MIRROR: FOLLOW THE BIG MONEY!!!Electric vehicles AGAIN?? and, more efficient medicine?? Yes Please!Send us a text2021-08-2721 min
15 Minutes of FinanceAPPLE INSIDER SALES- Good or bad? China keeps their companies on a leash, and STOCKS ON THE WAY UP!Send us a text2021-08-2714 min
15 Minutes of FinanceAmazon of China buying up companies, Companies keep offering shares! South Korea leading the way on Delta Variant?!?!Send us a text2021-08-2612 min
15 Minutes of FinanceSTOCKS ON THE RISE ! China's new amazon?! And, Do I REALLY know what a Bear Market is?!?!Send us a text2021-08-2413 min
15 Minutes of FinanceBitcoin moving way UP! WHAT is a dividend?! Boeing or Boring?!Send us a text2021-08-2314 min
15 Minutes of FinanceCentral Bank's120 BILLION Monthly budget, Copper more valuable than Gold? and, China looking out for ChinaSend us a text2021-08-1914 min
15 Minutes of FinanceMarket News. Bitcoin on its way back up! CFP or CFA- Which one should the investor want in their advisor?Send us a text2021-08-1311 min
15 Minutes of Financehousing bubble? Gold standard for picking a financial advisor? and, follow the money.... The governments money!!Send us a text2021-08-1114 min
15 Minutes of FinanceTravel stocks on the way up? infrastructure bill passed the senate, and, Does Biden's tax plan affect you or just the rich?!Send us a text2021-08-1014 min
15 Minutes of Financewhy crypto is linked to sentiment, Buzzfeed to go public, and, Elon back at it again with the tweets!!!!Send us a text2021-06-2414 min
15 Minutes of FinancePART 2: John and James Review first meeting overviewSend us a text2021-06-0420 min
15 Minutes of FinanceINSIDE LOOK: FIRST MEETING WITH A FINANCIAL ADVISOR- PART 1: QUESTIONS YOUR ADVISOR SHOULD BE ASKINGSend us a text2021-06-0415 min
15 Minutes of FinanceINVESTMENT NEWS: Elon's $20,000,000 Tweet. Amazon gearin for ganja? and, MEME STOCKS SOAR!Send us a text2021-06-0214 min
15 Minutes of FinanceMONEY IN THE MIRROR- How did our stocks do? ADI,PVH, and NIOSend us a text2021-05-3114 min
15 Minutes of FinanceHappy birthday DOW JONES! European travel is getting that Bag($)!! And, GAME STOP IS BACK BABY!!!!Send us a text2021-05-2712 min
15 Minutes of FinanceChina uses misdirection on Crypto, Big banks have to explain lack of loan offerings, and how passionate is your financial advisor about his career?Send us a text2021-05-2613 min
15 Minutes of FinanceElon Changing pace on Crypto? Banks Being shady?? And, AMAZON IS COMING FOR EVERYTHING!!!!Send us a text2021-05-2514 min
15 Minutes of FinanceINVESTMENT NEWS: Trending UP! Fortnite vs Apple. And, "Hedge Funds-The good, the bad, and, well, the sad"Send us a text2021-05-2114 min
15 Minutes of FinanceRETURN OF THE MEME KING, CRYPTO ON THE BRINK OF COLLAPSE OR THE BRINK OF BRILLIANCE??? AND, BACKGROUND CHECKING YOUR ADVISORS, shhh they don't want you to know how.Send us a text2021-05-1913 min
15 Minutes of FinanceGas goes bonkers, Snoop Dogg bets on Mary J, and "Wanna see what wall street invests in?? You could have known this whole time!!"Send us a text2021-05-1813 min
15 Minutes of FinanceNEVER pay the ransom!!! Coupons for stocks?!?! and, EV market heating up!!Send us a text2021-05-1414 min
15 Minutes of FinanceMCDonalds raising wages, The pipeline is back in business baby!, and Bitcoin uses HOW MUCH energy?!?!?!?Send us a text2021-05-1313 min
15 Minutes of FinanceThe "I" word, borrowing HOW MUCH TO INVEST?!?!?!, and, sticking the course!Send us a text2021-05-1214 min
15 Minutes of FinanceMAJOR INDECES DOWN, FORD TO GO ELECTRIC? AND MARKET SENTIMENT MOVING FORWARD!!Send us a text2021-05-1114 min
15 Minutes of FinanceHACKERS NO HACKING!! 39 BILLION INTO WHAT??!, AND, The race is not given to the swift or the strong but to the one who endures!!Send us a text2021-05-1014 min
15 Minutes of FinanceBETA OVER ALPHA? BILLION DOLLAR DEALS! AND "WHAT IS A MARKET BUBBLE?!?!"Send us a text2021-05-0614 min
15 Minutes of FinanceNOTHING LIKE A KRISPY KREME, BUY STOCKS LIKE YOU WOULD GROCERIES???, AND, CEO PAY ON THE RISE!?!Send us a text2021-05-0514 min
15 Minutes of FinanceMassive Earnings, "Sell in May Go Away, and The MJ of Investing Finally Speaks!!!Send us a text2021-05-0314 min
15 Minutes of FinanceMONEY IN THE MIRROR- STOCKS TO WATCH- ADI, PVH, and the Tesla of ChinaSend us a textThis segment is where on the last Friday of the month we look back at some of the stocks that we wanted to keep an eye on!! Could be that we liked the stock, could be that we did NOT like the stock. You'll have to listen to find out! 2021-04-3013 min
15 Minutes of FinanceMean Muggin McDonalds, Amazon improves pay, and Boomin' Biden's Tax plan- Good, Bad, or "Yikes"?Send us a text2021-04-2914 min
15 Minutes of FinanceGamestop Going Digital, Big Banks getting into bitcoin, and "In With The New, Out With The Old"- The Outdated Portfolio Someone you know is inSend us a text2021-04-2714 min
15 Minutes of FinanceFed discusses Monetary policy, More housing news, and, "Wait, we can go back to the movies now?!?!"Send us a text2021-04-2612 min
15 Minutes of FinanceINVESTMENT NEWS- Trading slows, Elon sends more folks to space, and "Is the tax axe coming for us all?"Send us a text2021-04-2314 min
15 Minutes of FinanceINVESTMENT NEWS- NETFLIX DISAPPOINTS, RULE OF 72, AND "IS INFLATION COMING, OR IS IT ALREADY HERE?"Send us a text2021-04-2110 min
15 Minutes of FinanceINVESTMENT NEWS-EARNINGS REPORTS, MEME STOCK CEO STEPS DOWN, AND RETAIL INVESTORS UNDERPERFORMINGSend us a text2021-04-1913 min
15 Minutes of FinanceINVESTMENT NEWS-Stocks surge higher, Banks to testify on operations during pandemic, and DOGE TO THE MOONSend us a textopinion on global and investment financial news 2021-04-1614 min
15 Minutes of FinanceInvestment News- Big day for Crypto, Sector investing, and DiversificationSend us a text2021-04-1413 min
15 Minutes of FinanceHow to handle a market crash, Bear Market, or RecessionSend us a textthis is an informative podcast that is JUST my opinion on certain investment topics- the discussion is extremely broad and general and should not be considered personal financial advice. Please reach out via my website for an appointment if you would like personal investment advice. Thank you 2021-04-0812 min
15 Minutes of FinanceWeekly Stock WatchExplanation of the weekly feature on our podcast- Stock watch. Where, weekly, we will look at at least 1 equity position and say whether we like it or dislike it.. then explain our thoughts. Then, at the end of the year, we will go over the top five winners and losers from the past years stock watch. – ideally we guessed right on winners and losers. The way we will judge this is strictly on Share price at the end of the year. So, for example, if we say we like abc company and its at 10 dollars day 1...2020-12-2402 min
15 Minutes of FinanceWhat is the purpose of this podcast and who the heck is James?Send us a textBrief description of who I am, and why the podcast exists and how it might benefit listeners. 2020-12-1906 min