Discover15 Minutes of FinanceThe 5 Habits of Successful Investors
The 5 Habits of Successful Investors

The 5 Habits of Successful Investors

Update: 2025-06-12
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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 & 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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The 5 Habits of Successful Investors

The 5 Habits of Successful Investors

James Walters, CIMA®, CRPC®, and Brandon West, CPA