Episodes

  • How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom

    How backdoor Roth conversions can save you tens of thousands of dollars and provide you retirement freedom
    Jan 30 2025

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    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk a more advanced topic: backdoor Roth conversions to convert pre-tax money into a tax-free Roth account. Roth accounts avoid the RMD restrictions that affect retired taxpayers, and allow money to compound tax FREE forever. Learn how to utilize this powerful wealth building tool.

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    20 mins
  • The DEEP FAKE that is Deep Seek, buying this dip BIG time, and, what competition does for great companies

    The DEEP FAKE that is Deep Seek, buying this dip BIG time, and, what competition does for great companies
    Jan 28 2025

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    25 mins
  • 2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?

    2 Gents 2 Cents: Is it worth it to have an advisor you pay 1%?
    Dec 19 2024

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    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we talk about an important concept for any investor: is it worth it to work with an advisor? Listen as we discuss the advantages of an AUM fee advisor who charges a percentage, as opposed to fixed fee financial planners.

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    36 mins
  • The Tax Plan: Important 401k concepts with investment and tax implications

    The Tax Plan: Important 401k concepts with investment and tax implications
    Dec 17 2024

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    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk everybody's 401k plans. What types of contributions can you make, how to maximize your employer's match, and how your investment choices will impact your long-term wealth.

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    18 mins
  • 2 Gents 2 Cents: What to keep in mind as the year comes to a close

    2 Gents 2 Cents: What to keep in mind as the year comes to a close
    Dec 13 2024

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    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we break down good financial habits to exercise when years end. Check the yearly returns on your investments, ask your CPA some questions, and make sure your financial strategies are still in line with your goals.
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    19 mins
  • The Tax Plan: Roth vs Traditional retirement account contributions and why it's the single MOST important thing you'll ever understand about money

    The Tax Plan: Roth vs Traditional retirement account contributions and why it's the single MOST important thing you'll ever understand about money
    Dec 11 2024

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    The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we talk about (no clickbait) the single most important concept for the average investor to understand. Learn how you can easily, at almost any income level, retire a millionaire with TAX FREE income.

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    22 mins
  • 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?!

    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?!
    Dec 6 2024

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    23 mins
  • 2 Gents 2 Cents: Let's celebrate the Holidays with the best ways to give

    2 Gents 2 Cents: Let's celebrate the Holidays with the best ways to give
    Dec 4 2024

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    Brandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we get in the spirit of the Holidays with a dive into the ways to give to others. From tax-sheltered contributions to invested charitable gifts, we break down how to better compound your generosity!
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    31 mins