This Week in Market News: Rate Cuts, Acquisitions, and Linked In Fights.
06 Dec 2025
Contributed by Lukas
In this episode James covers the latest market and economic news, breaks down a LinkedIn discussion ...
5 Ways Investment Bankers Get Information Faster Than You! And How You Can Start Using Them!
17 Nov 2025
Contributed by Lukas
James Breaks down the 5 ways investment professionals get information before YOU, the retail investo...
The Why Behind 15 Minutes of Finance
12 Nov 2025
Contributed by Lukas
In this milestone episode, Brandon and James share why this channel is different from most financial...
How Buffet Chooses Companies to Invest in and is he Really Waiting for a Market Crash?
06 Nov 2025
Contributed by Lukas
In this episode we break down the often misunderstood investment strategy of Warren Buffett, explori...
Market News Monday and an Exciting Week of Earnings!
03 Nov 2025
Contributed by Lukas
James covers market news and the hype around buffet retiring and where exactly you can find companie...
Why Stock Splits Are Bullish + Market News & a New Stock to Watch
01 Nov 2025
Contributed by Lukas
In this week’s episode of 15 Minutes of Finance, James breaks down the latest market news and expl...
Case Study: How to Handle a Settlement. Spend, Save, or Invest?
27 Oct 2025
Contributed by Lukas
In this episode, Brandon and James walk through a real-life case study on how to handle a financial ...
Case Study: A Real Client’s Insurance Policy Exposed
24 Oct 2025
Contributed by Lukas
In this episode, James and Brandon break down a real client’s insurance policy and reveal the good...
The One Big Beautiful Tax Bill (OBBB) Explained: Part 2
23 Oct 2025
Contributed by Lukas
In this episode, Brandon explains The One Big Beautiful Bill and what it means for taxpayers in 2025...
The One Big Beautiful Tax Bill (OBBB) Explained: Part 1
22 Oct 2025
Contributed by Lukas
In this episode, Brandon explains The One Big Beautiful Bill and what it means for taxpayers in 2025...
Market News Monday and Important Data This Week
20 Oct 2025
Contributed by Lukas
James breaks down the biggest events moving the markets this week, including major company earnings ...
Weekly Market Recap and Why Waiting is for Winners
17 Oct 2025
Contributed by Lukas
In this episode of 15 Minutes of Finance, James shares real life client situations and talks about t...
"AI" Vs. the ".com Crash": 3 Key Differences + 1 Key Bonus Metric
16 Oct 2025
Contributed by Lukas
In this episode of 15 Minutes of Finance, host James Walters breaks down the three biggest differenc...
The Secrets of Getting Into the College of Your Dreams | Shellee Howard Interview
15 Oct 2025
Contributed by Lukas
In this episode of 15 Minutes of Finance, Brandon West interviews Shellee Howard, the CEO and founde...
Market news Monday and why valuation does not tell the whole story
13 Oct 2025
Contributed by Lukas
In today’s episode of 15 Minutes of Finance, we break down the latest market news and what investo...
Market Movers Friday and Why Growth Portfolios Must Rip on the Dip
10 Oct 2025
Contributed by Lukas
James breaks down what it really means to buy the dip when markets pull back and why staying investe...
Everyone's Scared of the AI Bubble but Ignoring the Private Equity Balloon
09 Oct 2025
Contributed by Lukas
Everyone’s worried about the AI bubble, but they’re missing the real balloon quietly inflating b...
How to Profit Off AI Without Owning AI Companies
07 Oct 2025
Contributed by Lukas
James breaks down how investors can profit from the explosive growth of artificial intelligence with...
A New Stock to Watch and Market News Monday
06 Oct 2025
Contributed by Lukas
Join us for this week’s Market News Monday! We’re breaking down the latest moves in the stock ma...
The Top Economic Indicator Every Investor Should Know
03 Oct 2025
Contributed by Lukas
In this episode, James helps viewers sift through the FUD created by clickbait titles and articles. ...
The Supply Chain of AI Wealth and How Chips = Money in 2025 and Beyond
02 Oct 2025
Contributed by Lukas
James covers current events and news and breaks down the entire supply chain of chips and AI and how...
The AI Bubble That Will Make Millionaires?
30 Sep 2025
Contributed by Lukas
In today’s episode of 15 Minutes of Finance, we cover the latest JOLTS data and what it signals ab...
Markets This Week and Insider Secrets on Taking Profits
26 Sep 2025
Contributed by Lukas
James covers market news and updates this week and discusses Intels rising path. He also dives deep ...
Insurance Industry Secrets: Ponzi Tactics That Cost You Money
25 Sep 2025
Contributed by Lukas
James takes viewers behind the curtain of the insurance profit machine. Discusses a very public figh...
Boom or Bust? Why Investors Win Either Way With AI
23 Sep 2025
Contributed by Lukas
James breaks down market news and the FUD regarding the “AI bubble”. He breaks down the concept ...
Our Economy is Changing From Consumption to Production. Is Your Portfolio Prepared?
23 Sep 2025
Contributed by Lukas
Today James breaks down our current economy and the advantages of moving from a consumption economy ...
The Rate Cut Recession Link and 9 Months of Stocks to Watch
23 Sep 2025
Contributed by Lukas
James dives into the last 10 of 12 recessions and what they’ve had in common with rate drops. He ...
The Mindset of Great Investors and the 3 Concepts That Frame a Solid Investment Strategy
13 Sep 2025
Contributed by Lukas
In this episode of 15 Minutes of Finance, James breaks down the three core factors of investing: ris...
New Stocks to Watch | The Dark Truth About Analysts
10 Sep 2025
Contributed by Lukas
The market is hitting new highs, but does that really mean everyone is a genius investor? In this ep...
This Week in Markets: Rumors, Reality, and Real Estate
07 Sep 2025
Contributed by Lukas
In this episode, James breaks down the classic market phrase “buy the rumor, sell the news” and ...
All Time Highs and All Time Lies+ What REALLY Forecasts a Bear Market
30 Aug 2025
Contributed by Lukas
James goes over one of the industry's best kept secrets and covers current market news during all ti...
Equities Surge, Investors Benefit, and a New Stock to Watch
23 Aug 2025
Contributed by Lukas
In this episode, James breaks down the latest stock market news, explaining how interest rate moves ...
The Proprietary 50-4-10 and How Planner Myths Rob Your Wallet
10 Aug 2025
Contributed by Lukas
James breaks down this week’s market moves, earnings buzz, and what could happen if inflation data...
DO NOT FEAR, PALANTIR IS HERE: The Who, What, and How
04 Aug 2025
Contributed by Lukas
James covers market news and goes deep into PLTR earnings and why it's a beast in the investment...
Close Encounters of the Financial Kind: Boom, Doom, and Disclosure
26 Jul 2025
Contributed by Lukas
Is the market headed for liftoff-or a crash landing? In this episode of 15 Minutes of Finance, James...
Soaring Stocks & Sore Losers: This Week’s 5 Days of All‑Time Highs
19 Jul 2025
Contributed by Lukas
James goes over the all time highs and the important factors that could send it higher (or lower) an...
Can We Get an Even Higher High? Market News & Stocks to Watch!
04 Jul 2025
Contributed by Lukas
As the holiday weekend approaches, James shares his top stock picks and breaks down the latest marke...
Palantir Graduating From the Russell 2000, How Reconstitution Affects Stock Prices, and an AUDIT of the Podcast??
27 Jun 2025
Contributed by Lukas
Every week, we talk about the market news and investment climate. Today, we talk about Palantir'...
The Seven Deadly Sins of The Investment World, and How You can Avoid Them!!
25 Jun 2025
Contributed by Lukas
James goes into detail about the many ways the investment world tries to rip people like YOU, off. J...
Market Updates, Why Interest Rates Won’t Budge, and the Power of Patience"
20 Jun 2025
Contributed by Lukas
James goes over Market news for the week and focuses on topics like- Israel-Iran conflict, Interest ...
Market News, Stocks to Watch, and the Surprising Truth About War and Wall Street
14 Jun 2025
Contributed by Lukas
James goes over Stable coins, wars and stocks, market news and everyone’s favorite- stocks to watc...
The 5 Habits of Successful Investors
12 Jun 2025
Contributed by Lukas
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your ha...
Don vs Elon, AI Chip Bubble, and, The Fiscal Debt vs National Debt!
07 Jun 2025
Contributed by Lukas
James Walters, CRPC, delivers the market news for the week diving into how PLTR has hit new highs, h...
What Type of Real Estate Investor Are YOU? Your Status Could be Costing You Thousands.
04 Jun 2025
Contributed by Lukas
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your ha...
I'm Fired Up and YOU Should be Too: Stop Losing Money Because of Bad Advice
27 May 2025
Contributed by Lukas
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your ha...
Market News, Tariffier Keeps Tariffing, And, Does your Portfolio Have a Caitlin Clark?
23 May 2025
Contributed by Lukas
James discusses the current market news and dives deep into short interest- A very powerful tool to ...
Churches Should be Growing Their Wealth
19 May 2025
Contributed by Lukas
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your ha...
Market News, Why 8% is the Magic Number, and, What the Best Investors of All Time Said When the Market Crashed on Tariff Talk.
17 May 2025
Contributed by Lukas
James goes into market news for the week and discusses his ideal allocation for individual equities ...
The Tools of the Wealthy: Tax Loss Harvesting Through SMAs
14 May 2025
Contributed by Lukas
Brandon West, CPA walks you through various tax planning strategies to help you keep more of your ha...
There's a New Tarriff In Town, Market news, And, What Does a Company's Earnings Report (10-Q) Show?
09 May 2025
Contributed by Lukas
James dives deep into market news, reading a companies quarterly earnings report, and why one puzzle...
The Most Common Mistakes You're Probably Making Right Now in Your 401k Plan
07 May 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
The Market setting records, 57% YTD return is a beautiful thing, and, Apple complains too much!
02 May 2025
Contributed by Lukas
Send us a textIn this episode of 15 Minutes of Finance, James breaks down the latest market news, sh...
Here's How I Would Make a MILLION Dollars in Thirty Years
30 Apr 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
FINALLY, a Green Week. Even the Best Investors Get it Wrong. And, Stocks to Watch!!
25 Apr 2025
Contributed by Lukas
Send us a textJames discusses current news, stocks to watch, and why even the best investors get it ...
How ONE Bad Financial Decision Can Hurt Your Retirement
21 Apr 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
Taxes are NOT DUE on April 15th?? Avoid Getting Penalized for Underpayment of Taxes.
18 Apr 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
The Art of The Deal- a Masterclass in Bluffing, and, a Case Study: Particulary Bad Advice
15 Apr 2025
Contributed by Lukas
Send us a textJames reviews tariffs, news and goes into detail on a case study of particularly bad f...
How Are YOU Building Wealth For Retirement?
10 Apr 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
The Apprentice: You Get a Tariff, You Get a Tariff, YOU ALL GET A TARIFF!
04 Apr 2025
Contributed by Lukas
Send us a text Trump’s Trade Tactics & What It Means for Your Wallet
Market News, A Successful Company You Have Never Heard Of, AND, Story Time With James!?
29 Mar 2025
Contributed by Lukas
Send us a textIn this Saturday morning episode of 15 Minutes of Finance, James from 77 Financial Gro...
Not Filing Tax Returns as a Protest Against DOGE?? I'd Reconsider.
26 Mar 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
Markets Finally Have a Green Week: Buy the Dip, Big Stock Moves, and the Underrated Power of the Secretary of Commerce
21 Mar 2025
Contributed by Lukas
Send us a text In this episode of 15 Minutes of Finance, James from 77 Financial Group celebrates t...
The Small Business Tax Primer Part 2
19 Mar 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
Does your portfolio hit 3/10? Market news, and, does your advisor OWN their claims? Do they even make claims?
14 Mar 2025
Contributed by Lukas
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DONT PANIC: History teaches us your investments are going to be just fine
06 Mar 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep m...
🚨 EMERGENCY EPISODE: Tariffs Tanking the Market, NVIDIA Earnings, and The Discount Dilemma
04 Mar 2025
Contributed by Lukas
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The Small Business Tax Primer Part 1
26 Feb 2025
Contributed by Lukas
Send us a textBrandon West, CPA walks you through various tax planning strategies to help you keep 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?
21 Feb 2025
Contributed by Lukas
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What does another 4 years of Trump mean for YOUR tax bill?
19 Feb 2025
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
Wait, James says Tariffs are the BEST thing to happen to makets since the internet?!?! and, what exactly is a Tariff?
13 Feb 2025
Contributed by Lukas
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EXCITING moves in the market, Palantir the next Microsoft, and, James is talking about Crypto?!?! Whaaaa?!?
07 Feb 2025
Contributed by Lukas
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How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom
30 Jan 2025
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
The DEEP FAKE that is Deep Seek, buying this dip BIG time, and, what competition does for great companies
28 Jan 2025
Contributed by Lukas
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2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?
19 Dec 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Important 401k concepts with investment and tax implications
17 Dec 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
2 Gents 2 Cents: What to keep in mind as the year comes to a close
13 Dec 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Roth vs Traditional retirement account contributions and why it's the single MOST important thing you'll ever understand about money
11 Dec 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
Why I think financial planners are a SCAM, Why YOU need to be excited about the next few years, AND, Do you know what a penny stock is?!
06 Dec 2024
Contributed by Lukas
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2 Gents 2 Cents: Let's celebrate the Holidays with the best ways to give
04 Dec 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Let's be thankful for family this week and talk about the child tax credit
25 Nov 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
Investment news, WAIT THE MARKET IS GOING TO CRASH, 34 Trillion in DEBT?!!?! "Relax Dawg" - James
22 Nov 2024
Contributed by Lukas
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2 Gents 2 Cents: Let's recap our stock picks and see how the market is performing
20 Nov 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Are my charitable contributions ACTUALLY going to be deductible??
19 Nov 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
Wait, I should invest in Domino's!!?!?! the Market performance for the week, AND why you should consider a green thumb!
16 Nov 2024
Contributed by Lukas
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2 Gents 2 Cents: The Great Wealth Transfer will pass on 84 TRILLION dollars in the next 20 years: will you build generational wealth or be unprepared?
14 Nov 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
EVERYTHING is to the MOON! Veterans Day, and, how high can this bull market go?!?!
11 Nov 2024
Contributed by Lukas
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The Tax Plan: Save $7,5000 with the electric vehicle tax credit!
05 Nov 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
October snaps a 5 month streak! Nvidia gets a cool little nod, And, the creepy Aunt from James in the Giant peach!!!!
01 Nov 2024
Contributed by Lukas
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Market news, performance up up up and.... still up? And, How to learn if your advisor is hiding dirty secrets from you!
25 Oct 2024
Contributed by Lukas
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2 Gents 2 Cents: When is it time for insurance?
23 Oct 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Rental real estate taxation and how to legitimize your rental as a business activity
21 Oct 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
Wait a second, how high could the S and P Go?!?! what are trumps economic plans for Tariffs? and, Historical election year performance!
18 Oct 2024
Contributed by Lukas
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2 Gents 2 Cents: When is it time to sell?
16 Oct 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Traditional vs "Roth" retirement accounts and how to choose which is best for you
15 Oct 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
2 Gents 2 Cents: What is risk tolerance, and how do you design a portfolio to lower risk
09 Oct 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: Debunking the myth of "moving up a tax bracket" and mastering timing of income recognition to lower taxes
07 Oct 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
How does the stock market react during war time and other geopolitical events and what is the difference between fundamental and technical analysis!?
05 Oct 2024
Contributed by Lukas
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2 Gents 2 Cents: Incorporating tax strategy into your retirement account
02 Oct 2024
Contributed by Lukas
Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal f...
The Tax Plan: How to avoid taxes when selling your real estate
30 Sep 2024
Contributed by Lukas
Send us a textThe Tax Plan walks you through various tax planning strategies to help you keep more o...
MARKETS CONTINUE TO RISE!!! Our top five factors in a successful portfolio! AND, what is the Beta of a portfolio?!
28 Sep 2024
Contributed by Lukas
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