15 Minutes of Finance Podcast By James Walters CIMA® CRPC® and Brandon West CPA cover art

15 Minutes of Finance

15 Minutes of Finance

By: James Walters CIMA® CRPC® and Brandon West CPA
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15 Minutes of Finance is your quick, easy to understand take on markets, taxes, and making smarter financial decisions! The show is produced by West and Walters Tax and Wealth Management, an RIA and tax firm based in Carlsbad, California. Hosted by James Walters, CIMA®, CRPC®, and Brandon West, CPA, co-owners of West and Walters, each episode gives you clear, honest, and actionable financial talk in the time it takes to drink your morning coffee!James Walters, CIMA®, CRPC® and Brandon West, CPA Economics Personal Finance
Episodes
  • Stock Market Outlook for the Rest of 2026
    Mar 13 2026

    Is the 2026 stock market sitting on the edge of something bigger? In this video, we talk through why it feels like we are at the precipice, with major uncertainty surrounding the economy, inflation, mortgage rates, real estate, oil prices, and the war in Iran. We break down how all of these forces connect and why investors are watching every new headline so closely.We also explain PCE and Core PCE, two of the inflation measures that matter most to the Federal Reserve, and why they could play a big role in what happens next for interest rates and the stock market. If you want a big-picture discussion on where markets may be heading and what risks could shape the rest of 2026, this episode is for you.All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

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    18 mins
  • The New Reality of the Stock Market (Volatility, Risk, and Investor Psychology)
    Mar 12 2026

    Volatility is back in a big way.Large daily market swings are becoming more common, and investors are navigating an environment where sentiment can shift quickly.In this interview, Brandon and James break down why the stock market has become more volatile and how different generations approach risk differently.They discuss the rise of high-risk investing, including cryptocurrency-only portfolios and meme coins, and why understanding downside risk is critical when building wealth.The conversation also highlights the importance of discipline, long-term thinking, and the role a financial advisor can play in helping investors avoid emotional decisions during turbulent markets.James also shares two companies he is currently watching closely: HIPO and KLAC.Subscribe for weekly insights on markets, investing, and tax strategies.All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.

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    34 mins
  • What Is the Real Cost of Dying Without a Trust? Estate Planning, Probate, and Protecting Your Family
    Mar 4 2026

    Brandon sits down with Brittany Cohen, Esq., Attorney at Law at Peaceful Warrior Law, APC in San Diego, California, for an important conversation about estate planning, trusts, probate, and protecting your family. Brittany’s boutique law practice focuses on estate planning, trust creation, elder law, Medi-Cal planning, asset protection, tax reduction planning, personal injury, and more. In this interview, Brandon and Brittany break down what a trust is, why it matters, and why it is not just for high net worth families. They discuss how having a trust can potentially save your family hundreds of thousands of dollars, help avoid probate, and reduce the risk of future family conflict and lawsuits. They also explain what assets typically go through probate, what assets may avoid probate, and why understanding the difference matters.This conversation also covers:- Why putting property into a trust is often better than gifting it- How inherited property should be handled- The role of beneficiaries in your estate plan- When the right time is to create a trust- How children factor into estate planning decisions- Why business owners need a contingency plan- Why so many families still do not have an estate plan in place- If you want to better understand what can happen when someone dies without a trust, and how to protect your assets, your loved ones, and your legacy, this interview is a must-watch. All Information is educational in its intent and distribution! Please do not consider this personal financial advice. We believe all clients have unique situations and thus require unique advice.


    Brittany Cohen | Peaceful Warrior LawYoutube: https://www.youtube.com/@brittanycohen_attorneyTik Tok: @attorney_brittanycohenInstagram: https://www.instagram.com/peacefulwarriorlawyer_/Linked In: https://www.linkedin.com/in/brittany-cohen-49619a77/

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    37 mins
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