15 Minutes of Finance
Want business, investment, tax, and economic news from someone under the age of 75? Want someone who isn't doing it for the "money"? Someone who is honest to you about what's going on in the world? Then stay tuned - I run an investment firm but I am not the big banks, I run an investment firm but I am not the Bernie Madoffs, I run an investment firm but I am not the wolves of wall street... I am a passionate investor looking to do the right thing for my clients and encourage others to invest as well. I hope listening to this podcast gets you intrigued, curious, and excited about the investment world... There is a lot there for everyone to benefit from. Join me.
Disclosure: My opinion on market insights, investment and economic research. This podcast is STRICTLY my own opinion. NOT advice. Should you want professional advice, please reach out via my website. The reason this shouldn't be construed as advice is because your situation is completely unique of another person's. This podcast would never be able to give you the advice you are looking for because of that. It is meant to pique your interest in investing and economic events. It is my belief that those who don't invest, simply don't understand it. I am here to change that. The experts make these topics seem hard on purpose: they use big words and have even bigger egos... all so you give them your money and leave them alone. My goal - to get you fired up about investing. Because guess what, you can do it. And hey, if you are like my ideal client, and want a professional to handle your investments rather than yourself, I am happy to walk with you through the coming decades as your financial advisor. I hope you enjoy this podcast and my opinions on the investment world! Kindest regards, James A. Walters
15 Minutes of Finance
The Tax Plan: Estate and gift taxes and how they are linked
The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we discuss estate and gift taxes. Learn how much you can give yearly in tax-free gifts, understand if you might have to pay taxes if you die, and consider if effective gifting strategies can lower potential estate taxes in death.