Episodios

  • Does your portfolio hit 3/10? Market news, and, does your advisor OWN their claims? Do they even make claims?

    Does your portfolio hit 3/10? Market news, and, does your advisor OWN their claims? Do they even make claims?
    Mar 14 2025

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    17 m
  • DONT PANIC: History teaches us your investments are going to be just fine

    DONT PANIC: History teaches us your investments are going to be just fine
    Mar 6 2025

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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, 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.

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    32 m
  • 🚨 EMERGENCY EPISODE: Tariffs Tanking the Market, NVIDIA Earnings, and The Discount Dilemma

    🚨 EMERGENCY EPISODE: Tariffs Tanking the Market, NVIDIA Earnings, and The Discount Dilemma
    Mar 4 2025

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    28 m
  • The Small Business Tax Primer Part 1

    The Small Business Tax Primer Part 1
    Feb 26 2025

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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 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.
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    16 m
  • MARKET DOWN 1.7%- Bad news or buying opportunity?, Tom Lee insight on rest of year, and, what exactly is a 50 day moving average?

    MARKET DOWN 1.7%- Bad news or buying opportunity?, Tom Lee insight on rest of year, and, what exactly is a 50 day moving average?
    Feb 21 2025

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    16 m
  • What does another 4 years of Trump mean for YOUR tax bill?

    What does another 4 years of Trump mean for YOUR tax bill?
    Feb 19 2025

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    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk about what taxes might change under a Trump administration. Look, I don't want to go against the grain here... but the world might not ACTUALLY be ending?

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    30 m
  • Wait, James says Tariffs are the BEST thing to happen to makets since the internet?!?! and, what exactly is a Tariff?

    Wait, James says Tariffs are the BEST thing to happen to makets since the internet?!?! and, what exactly is a Tariff?
    Feb 13 2025

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    19 m
  • EXCITING moves in the market, Palantir the next Microsoft, and, James is talking about Crypto?!?! Whaaaa?!?

    EXCITING moves in the market, Palantir the next Microsoft, and, James is talking about Crypto?!?! Whaaaa?!?
    Feb 7 2025

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    24 m