20 Minute to Clarity

Jayson And Andy kickoff a series of conversations on protecting wealth through planning as retirement approaches. They'll cover minimizing taxes, estate planning and protecting income.

Jason and Andy discuss the importance of leveraging available education to stay on top of opportunities and potential pitfalls in your financial planning.

Jason and Andy discuss books that can help you gain perspective in your financial planning journey.

Whether or not you can believe it, the start of July marks the halfway point of 2022. As you head into the summer months, it's time to start thinking about conducting a mid-year financial review. Your overall financial health is mainly dependent on the income you earn and the expenses you pay. You probably receive multiple paychecks every month, but you also have bills to settle that reduce the fu...

As we reach the midpoint of the year, Jason and Andy highlight the importance of taking a step back to evaluate your financial progress. A mid-year financial review allows you to assess your achievements, identify any shortfalls, and make necessary adjustments to ensure you stay on track with your financial goals.

Jason and Andy continue their discussion on protected income strategies.

20 Minutes of Clarity | Designing Protected Income Strategies by Prime Capital Investment Advisors

20 Minutes of Clarity | Cash after Careers: Social Security and Pension by Prime Capital Investment Advisors

20 Minutes of Clarity | Building a Strong Financial Foundation with Protected Income Strategies by Prime Capital Investment Advisors

Passive real estate investing is a great way to earn extra money without the work and attention more “active” forms of investments require, like house flipping. But what exactly does “passive” mean? And how does this type of real estate investing work? Jason & Andy talk about what you need to know to develop your passive investment portfolio.

Establishing a passive income stream is something everyone strives for. On top of allowing an individual to potentially retire, every investor dreams of earning money without having to physically work. In other words, it's a good idea to invest your money so it keeps working in retirement, and when you don't want to. Like all income, passive income is taxable, although it can sometimes be taxed di...

20 Minutes of Clarity | Understanding Passive Income by Prime Capital Investment Advisors

Jason & Andy discuss processes to help monitor you progress in achieving your retirement goals.

Jason Noble and Sean Thompson discuss healthcare, tax and income questions in retirement planning.

20 Minutes of Clarity | Your Retirement Questions Answered Part 1 by Prime Capital Investment Advisors

20 Minutes of Clarity | Securing Your Nest Egg | Mastering Your Retirement Investment Buckets by Prime Capital Investment Advisors

20 Minutes of Clarity | Understanding Your PFS by Prime Capital Investment Advisors

20 Minutes of Clarity | Tailoring Liquidity in Your Wealth Journey by Prime Capital Investment Advisors

20 Minutes of Clarity | Understanding Income Types by Prime Capital Investment Advisors

20 Minutes of Clarity - Optimizing Cash Flow by Prime Capital Investment Advisors

Jason and Andy discuss the importance of understanding your relationship with money. Like all relationships in life, your relationship with your money isn't easy or perfect. But with ongoing effort and commitment, you can strengthen your bond, so you can improve your financial security, reach your money goals and build a strong future together.

20 Minutes of Clarity - Monitoring and Maintaining Your Wealth Plan by Prime Capital Investment Advisors

20 Minutes of Clarity - Exploring Investment Strategies by Prime Capital Investment Advisors

Jason and Andy talk about the importance of asset location. The three areas of focus are the public markets, private markets and protected markets.

Prime Capital Investment Advisors Jason Noble and And Merchant discuss how debt can help and hurt your financial planning. Good debt and bad debt are two types of debt that differ in their impact on your financial health. Good debt is a type of debt that is considered an investment, such as a mortgage or student loans. It is taken on to purchase something that will increase in value or contribute...