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
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 o...
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 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 pla...
In 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 point...
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 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 t...
James discusses current news, stocks to watch, and why even the best investors get it wrong.Â
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 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.
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 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 ...
James reviews tariffs, news and goes into detail on a case study of particularly bad finanical advice.Â
Brandon 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??
 Trump’s Trade Tactics & What It Means for Your WalletÂ
In this Saturday morning episode of 15 Minutes of Finance, James from 77 Financial Group dives into the latest market news, including the impact of hot Tariff impact, Lululemon’s stock tumble, and the hidden gem American Water Works (AWK).
Then—story time. James shares an original allegorical tale, The Tale of the Three Farms, inspired by classics like Animal Farm and Hatchet. This financial fable breaks down the conce...
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 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 cou...
 In this episode of 15 Minutes of Finance, James from 77 Financial Group celebrates the market’s first green week in over a month and explains why it matters for investors. We break down the latest stock market rally, including gains across the NASDAQ, S&P 500, and Dow Jones, plus key moves from companies like Tesla, Nike, FedEx, and Micron. James also explains the concept of “buying the dip” and how to use downtu...
Brandon 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&apos...
Brandon 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.Â
Brandon 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.
In 1997, actress Kristin Davis’ life was forever changed when she took on the role of Charlotte York in Sex and the City. As we watched Carrie, Samantha, Miranda and Charlotte navigate relationships in NYC, the show helped push once unacceptable conversation topics out of the shadows and altered the narrative around women and sex. We all saw ourselves in them as they searched for fulfillment in life, sex and friendships. Now, Kristin Davis wants to connect with you, the fans, and share untold stories and all the behind the scenes. Together, with Kristin and special guests, what will begin with Sex and the City will evolve into talks about themes that are still so relevant today. "Are you a Charlotte?" is much more than just rewatching this beloved show, it brings the past and the present together as we talk with heart, humor and of course some optimism.
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The Clay Travis and Buck Sexton Show. Clay Travis and Buck Sexton tackle the biggest stories in news, politics and current events with intelligence and humor. From the border crisis, to the madness of cancel culture and far-left missteps, Clay and Buck guide listeners through the latest headlines and hot topics with fun and entertaining conversations and opinions.
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy And Charlamagne Tha God!