Episodios

  • 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
    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
    Mar 4 2025

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    28 m
  • 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?
    Feb 21 2025

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    16 m
  • 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?
    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?!?
    Feb 7 2025

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    24 m