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!

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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 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

Brandon West, CPA walks you through various tax planning strategies to help you keep more of your hard-earned money. Today, I'm going to cover a taboo but important topic: why and how should churches (and other 501(c)(3) organizations) invest their wealth to multiply the giving of their members. We talk about how church investments are different from other entities, and the effect a growth mindset can have on church finances!

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 into market news for the week and discusses his ideal allocation for individual equities in a portfolio. At the end of the episode James deep dives into direct quotes from some of history's best investors- Ray Dalio, Warren Buffett, Peter Lynch, and Tom Lee.

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, I'm going to cover one of our more complex topics we've discussed: tax-loss harvesting through Separately Managed Accounts (SMAs). Let's dive into one of the tools of the ultra high net worth individual, where investments are separately managed in a brokerage account designed to capture losses to offset other income, without increasing risk exposure or sacrificing diversification.

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 dives deep into market news, reading a companies quarterly earnings report, and why one puzzle piece doesn't mean the whole picture is ruined.

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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, I'm going to tell you the mistakes I already know you're making in your 401k plan and explain why they're costing you hundreds of thousands of dollars in retirement! Let's discuss fees, investment options, and long-term planning goals to help you make the most of your 401k plan.

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