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© James Walters, CIMA®, CRPC®, and Brandon West, CPA
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15 Minutes of Finance is your quick, no-fluff take on the markets, money, and making smarter financial decisions. Hosted by James Walters and Brandon West co-owners of West & Walters Tax and Wealth Management presented by 77 Financial Group, episodes consist of breaking down what is happening in the economy, highlights market movers, and gives you practical insight you can actually use. From tax strategies to stock trends, from big-picture investing to everyday money hacks, you will get clear, honest, and actionable financial talk in the time it takes to drink your morning coffee!
169 Episodes
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James covers market news and updates this week and discusses Intels rising path. He also dives deep into how professional money managers take profits for their clients and when YOU should take profits.
James takes viewers behind the curtain of the insurance profit machine. Discusses a very public fight on linked in and shows investors how they can avoid the insurance Ponzi Scheme.
James breaks down market news and the FUD regarding the “AI bubble”. He breaks down the concept of market bubbles and what they really mean in the latest episode of 15 minutes of finance
Today James breaks down our current economy and the advantages of moving from a consumption economy to a production economy. He also explains the industries set to benefit the most from this change!
James dives into the last 10/12 recessions and what they’ve had in common with rate drops. He also looks in the mirror for each of his stock picks from 2025.
In this episode of 15 Minutes of Finance, James breaks down the three core factors of investing: risk, reward, and volatility, and how they shape every financial decision. Drawing on a classic Charlie Munger insight about buying wonderful companies at fair prices, James explains why disciplined investing doesn’t have to be complicated. You’ll also hear why everyday investors can manage their own portfolios if they commit to truly understanding what they own and why they own.
The market is hitting new highs, but does that really mean everyone is a genius investor? In this episode, James explains why judging performance in a bull market can be misleading and why it is critical to look deeper than the surface.He also reveals how Wall Street analysts use fear-driven headlines to manipulate retail investors into making costly mistakes, often pushing them to sell when they should not.To close, James adds a new company to his firm’s “Stocks to Watch” list, a pick you will want on your radar.
In this episode, James breaks down the classic market phrase “buy the rumor, sell the news” and what it really means for investors today. He also highlights the key events to watch this week, from CPI data releases to major updates from companies like Meta and Nvidia. To wrap things up, James dives into the real estate market, exploring its role in a diversified portfolio, the challenges facing the industry right now, and where he believes opportunities may lie in the years ahead.
James goes over one of the industry's best kept secrets and covers current market news during all time highs. He also discusses how headlines/articles are misleading and his preferred 8 indicators of what boom or bust actually looks like for markets and the economy.
In this episode, James breaks down the latest stock market news, explaining how interest rate moves could impact equities for the rest of the year. He covers the recent dip in Palantir (PLTR) and why investors shouldn’t panic, then shares a timeless general portfolio allocation strategy for long-term growth. Plus, James adds a new pick to his ‘Stocks to Watch’ list for smart investors looking ahead.
James breaks down this week’s market moves, earnings buzz, and what could happen if inflation data looks good and the Fed starts flirting with rate cuts. He reveals his firm’s proprietary “ideal” allocation for long-term investors and then wades into a full-blown LinkedIn throwdown with a CFP who’s trying to talk TSP investors out of the C Fund...aka the S&P 500.
James covers market news and goes deep into PLTR earnings and why it's a beast in the investment world. The Who, What, and How of Palantir. The things that make PLTR tick and why people get the companies mission so wrong. Also James Dives into gross profit margin and how you can quickly evaluate a company's efficiency in making money- one of the most important factor in being healthy. Referring to the episode, here is the link to the Peter Theil interview James spoke about. Please click HERE and begin listening at 37:00
Is the market headed for liftoff-or a crash landing? In this episode of 15 Minutes of Finance, James breaks down evidence for both a potential market boom and looming doom. He dives into the efficient frontier, explaining how it can help optimize your portfolio during uncertain times. Plus, James covers the latest market news and explores one of the strangest variables in market shaking global news: alien disclosure. Could extraterrestrial revelations in September shake investor confidence or open up unexpected opportunities?
James 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!
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 & Walters
Every week, we talk about the market news and investment climate. Today, we talk about Palantir's big jump in graduating from the Russell 2000 small-cap index, we see how some of our channel's claims have panned out so far this year, and, we give some insight into the lack of expertise so many "financial professionals" have when giving you advice.
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 investment advisor, or schedule your FREE (Always free) financial planning meeting? Schedule A Call - West & Walters
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 & Walters
James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watch! You’ll learn about the company Circle Internet Group, why diversification is for the average investor and not the diligent investor, and lastly, what stocks James and Co. are watching!
Brandon 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 - West & Walters
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