James goes into detail about the many ways the investment world tries to rip people like YOU, off. James covers things like: high fees, fear selling, many hands in the pot, and just plain BAD advice. Plus more! Tune in if you want to learn the ways to avoid them or how you can help someone you know to avoid falling into the same traps.

Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠⁠⁠⁠⁠Contact - West & Walters⁠⁠⁠⁠⁠

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James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest rates, and Warren Buffett's take on patience in the market!

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

James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watch! You’ll learn about the company Circle Internet Group, why diversification is for the average investor and not the diligent investor, and lastly, what stocks James and Co. are watching!

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

James Walters, CRPC, delivers the market news for the week diving into how PLTR has hit new highs, how Chip makers are seeing an increased demand for their chips, and how there can't be a bubble for AI when the business is so good even companies are faking it! Imitation is the sincerest form of flattery! James also covers the feud between President Donald Trump and billionaire Elon Musk and why the US debt isn't that big of deal but spending could be!

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we talk about whether you are a passive real estate investor, a "Real Estate Professional," or in operation of a trade or business involving real estate. Each of these designations come with tax deductions and strategies, so understanding them can help save you thousands on your tax bill!

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

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, we get really honest about your money! Are you sure you're working with the right people to handle your investments? Learn how to start getting better financial knowledge and avoid industry pitfalls!

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

James discusses the current market news and dives deep into short interest- A very powerful tool to see if all the hate for a company is the real deal or just word salad from someone on CNBC. Also, James discusses how desigining a portfolio is a lot like being the captian on the playground having to pick teams- Sometimes it is the short chubby guy who is the best player, but you just can't tell until you see him in action. Similarly, it is the boring company that earns you the most return. You won't know until the game begins.

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