20 Minutes of Clarity

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.

Andy Merchant discusses some common questions he here's from his clients and how he answers them.

Jason and Andy dicuss a bucket investment strategy. With the bucket approach, investors divide their retirement assets into separate buckets of assets based on periods of time and what each bucket's purpose is..Those time horizons can be flexible as can be the number of buckets.

Andy and Jason discuss processes for setting realistic retirement goals and developing a plan to achieve them.

Jason and Andy discuss the importance of understanding your Persoan Financial Statement.

Jason & Andy discuss aaset location and maximizing liquidity.

Jason and Andy discuss types of income and the tax advantages and disadvantages of each.

Jason and Andy discuss cash flow optimization strategies fro financial and retirement planning

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.

Jason and Andy discuss the process of regularly evaluating and adjusting one's financial plan to stay on track with financial goals and objectives.

Jason and Andy discuss asset diversification and different investment strategies.

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 Andy Merchant discuss reevaluating your budget and savings goals for 2024.

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...

Jason & Andy talk about Investing opportunities in a high interest rate environment.

Jason and Andy discuss tax planning for 2024.

Jason interviews Julie Cane. Julie is the CEO and co-founder of Democracy Investments, a registered investment advisory firm that is the Adviser to the Democracy International Fund ETF (Ticker DMCY). The index strategy neutrally and systematically re-weights an all-world ex-US equity portfolio towards democracies and away from authoritarians by leveraging The Economist's Democracy Index, with the...

Jason discusses financial issues and opportunities unique to women with katie Randall.

Jason and Andy discuss considerations when planning for retirement.

Prime Capital Investment Advisors Jason Noble and Andy Merchant discuss year end financial planning considerations.

For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial advisor is quite simple: The relationship works for the advisor if the compensation received in return for advice and service is enough to cover costs and a reasonable profit. The calculus for clients choosing a personal financial advisor is more nuanced, but broken down t...

Jason and Andy discuss private placement investing for high net worth investors.

Jason and Andy discuss technology to help clients stay connected with Prime Capital Investment Advisors.

Andy and Jason discuss Prime's team approach to financial and retirement planning.