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15 Minutes of Finance
James Walters, CIMA®, CRPC® & Brandon West, CPA
193 episodes
3 days ago
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!
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Investing
Business
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All content for 15 Minutes of Finance is the property of James Walters, CIMA®, CRPC® & Brandon West, CPA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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!
Show more...
Investing
Business
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Case Study: How to Handle a Settlement. Spend, Save, or Invest?
15 Minutes of Finance
43 minutes 36 seconds
2 months ago
Case Study: How to Handle a Settlement. Spend, Save, or Invest?

In this episode, Brandon and James walk through a real-life case study on how to handle a financial settlement the smart way. They break down how to decide what to spend, what to save, and what to invest to make the most of a one-time payout. You’ll learn the key mistakes people make after receiving a large sum, how taxes can impact your decisions, and practical strategies to turn a settlement into long-term financial stability. Whether your settlement came from an injury, inheritance, or legal case, this episode of 15 Minutes of Finance helps you make confident, informed choices with your money.

15 Minutes of Finance
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!