15 Minutes of Finance

By: James Walters CRPC
  • Summary

  • 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

    © 2024 15 Minutes of Finance
    Show more Show less
activate_WEBCRO358_DT_T2
Episodes
  • MASTER CHIEF AND HALO KNEW WHAT WE ALL DIDN'T!?, MARKET NEWS, RATE CUTS?!- LOOKS PROMISING
    18 mins
  • 2 Gents 2 Cents: Every First Responder Should Retire A Millionaire
    Sep 11 2024

    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we dive into the details of the 457(b) plan and how its many advantageous set up every first responder to retire a millionaire!

    Show more Show less
    36 mins
  • The Tax Plan: Capital gains taxes and how to pay NO TAXES in retirement
    Sep 9 2024

    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we dive into the difference between short term and long term capital gains and how to effectively utilize long term capital gains in retirement to pay 0% in taxes. We also cover the concept of "stepping up" stock basis upon death and how to utilize low income years to increase stock basis.

    Show more Show less
    23 mins

What listeners say about 15 Minutes of Finance

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.