Episodes
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20 Minutes of Clarity | Kicking Off Wealth and Lifestyle
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.
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20 Minutes of Clarity | Staying Engaged with Education
Jason and Andy discuss the importance of leveraging available education to stay on top of opportunities and potential pitfalls in your financial planning.
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20 Minutes of Clarity | Mid Year: 3 Foundational Books
Jason and Andy discuss books that can help you gain perspective in your financial planning journey.
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20 Minutes of Clarity | Mid-Year Check-In on Your Cash Flow Statements
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.…
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20 Minutes of Clarity | What to plan for when conducting a mid-year review
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…
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20 Minutes of Clarity | Protecting Retirement Income with Life Insurance
Jason and Andy continue their discussion on protected income strategies.
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20 Minutes of Clarity | Designing Protected Income Strategies
20 Minutes of Clarity | Designing Protected Income Strategies by Prime Capital Investment Advisors
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20 Minutes of Clarity | Cash after Careers: Social Security and Pension
20 Minutes of Clarity | Cash after Careers: Social Security and Pension by Prime Capital Investment Advisors
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20 Minutes of Clarity | Building a Strong Financial Foundation with Protected Income Strategies
20 Minutes of Clarity | Building a Strong Financial Foundation with Protected Income Strategies by Prime Capital Investment Advisors
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20 Minutes of Clarity | A Deep Dive Into Passive Real Estate Investing
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…
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20 Minutes to Clarity | Tax Considerations in Passive Investing
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…
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20 Minutes of Clarity | Understanding Passive Income
20 Minutes of Clarity | Understanding Passive Income by Prime Capital Investment Advisors
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20 Minutes of Clarity | Navigating Your Retirement Map
Jason & Andy discuss processes to help monitor you progress in achieving your retirement goals.
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20 Minutes of Clarity | Your Retirement Questions Answered Part 2
Jason Noble and Sean Thompson discuss healthcare, tax and income questions in retirement planning.
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20 Minutes of Clarity | Your Retirement Questions Answered Part 1
20 Minutes of Clarity | Your Retirement Questions Answered Part 1 by Prime Capital Investment Advisors
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20 Minutes of Clarity | Securing Your Nest Egg | Mastering Your Retirement Investment Buckets
20 Minutes of Clarity | Securing Your Nest Egg | Mastering Your Retirement Investment Buckets by Prime Capital Investment Advisors
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20 Minutes of Clarity | Understanding Your PFS
20 Minutes of Clarity | Understanding Your PFS by Prime Capital Investment Advisors
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20 Minutes of Clarity | Tailoring Liquidity in Your Wealth Journey
20 Minutes of Clarity | Tailoring Liquidity in Your Wealth Journey by Prime Capital Investment Advisors
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20 Minutes of Clarity | Understanding Income Types
20 Minutes of Clarity | Understanding Income Types by Prime Capital Investment Advisors
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20 Minutes of Clarity - Optimizing Cash Flow
20 Minutes of Clarity - Optimizing Cash Flow by Prime Capital Investment Advisors
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20 Minutes of Clarity - Your Relationship with Wealth
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…
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20 Minutes of Clarity - Monitoring and Maintaining Your Wealth Plan
20 Minutes of Clarity - Monitoring and Maintaining Your Wealth Plan by Prime Capital Investment Advisors
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20 Minutes of Clarity - Exploring Investment Strategies
20 Minutes of Clarity - Exploring Investment Strategies by Prime Capital Investment Advisors
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20 Minutes of Clarity - Portfolio Location
Jason and Andy talk about the importance of asset location. The three areas of focus are the public markets, private markets and protected markets.
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20 Minutes of Clarity - Bad vs Good Debt and Investment Jargon
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...
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20 Minutes of Clarity | Foundation of Wealth Building: Budgets and Savings
Prime Capital Investment Advisors Jason Noble and Andy Merchant discuss reevaluating your budget and savings goals for 2024.
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20 Minutes of Clarity - Silver Lining in a High Interest Rate Environment
Jason and Andy discuss investment opportunities and strategies in a high interest rate environment.
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20 Minutes of Clarity - Year-End Tax Planning
Jason and Andy discuss year end tax planning considerations to help minimize taxes in 2024.
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20 Minutes of Clarity - Julie Cane CEO and co-founder of Democracy Investments
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...
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Clear Picture Cares - Interview with Salvation Army
Jason interviews Captain Mike Michaels of the Salvation Army
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20 Minutes of Clarity - Women and Wealth
Jason and Andy discuss financial issues and opportunities unique to women.
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Clear Picture Cares - Boys and Girls Clubs of South Central Kansas
Andy Merchant with Prime Capital Investment Advisors in Wichita interviews Junnae Campbell with Boys and Girls Clubs of South Central Kansas.
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20 Minutes of Clarity - Retirement Readiness Measures
Jason and Andy discuss retirement readiness measures for the new year.
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20 Minutes of Clarity - Year End Planning
Jason Noble and And Merchant discuss end of year planning and lifestyle considerations.
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20 Minutes of Clarity - Quantifying an Advisor's Value
20 Minutes of Clarity - Quantifying an Advisor's Value by Prime Capital Investment Advisors
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20 Minutes of Clarity - Back to School Education Planning
20 Minutes of Clarity - Back to School Education Planning by Prime Capital Investment Advisors
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20 Minutes of Clarity Wealth Transfer and Estate Planning for Everyone
20 Minutes of Clarity Wealth Transfer and Estate Planning for Everyone by Prime Capital Investment Advisors
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20 Minutes Of Clarity - Private Placement Strategies for Accredited Investors
Jason and Andy discuss private placement investing for high net worth investors.
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20 Minutes Of Clarity Staying Connected With Prime Capital Investment Advisors
Jason and Andy discuss technology to help clients stay connected with Prime Capital Investment Advisors
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20 Minutes Of Clarity - Maintaining Cashflow
Jason Noble and Andy Merchant with Prime Capital Investment Advisors talk about developing cash flow with their proprietary Portfolio Payday process.
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20 Minutes Of Clarity - Prime Capital Investment Advisors Team Approach
Andy and Jason discuss Prime's team approach to financial and retirement planning
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20 Minutes of Clarity - A.I. Questions & Answers
In this exclusive podcast, Jason Noble and Andy Merchant, with Prime Capital Investment Advisors discuss the implications, opportunities and potential pitfalls that could result from A.I. technology.
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20 Minutes of Clarity - Preparing for Retirement
Jason Noble and Andy Merchant, with Prime Capital Investment Advisors, talk about important considerations when preparing for retirement.
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20 Minutes of Clarity - Pete Krull, Earth Equity Advisors
Responsible Investing Experts Here to Help You! Our experienced team is here to help you make the transition to a fossil-fuel free, sustainable, responsible, and impact investment portfolio. For the last fifteen years, we have walked our clients through the process of divesting from polluting and...
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20 Minutes to Clarity - Jason Noble & Andy Merchant - Preparing for Retirement
Jason and Andy discuss considerations when preparing for retirement.
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20 Minutes to Clarity - Jason Noble & Andy Merchant - A.I. Discussion
Jason Noble and Andy Merchant discuss A.I. trends and discuss common questions.
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20 Minutes of Clarity - Matt Baty
20 Minutes of Clarity - Matt Baty by Prime Capital Investment Advisors
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20 Minutes of Clarity - Ryan Hoover
20 Minutes of Clarity - Ryan Hoover by Prime Capital Investment Advisors
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20 Minutes of Clarity - DFD Partners
20 Minutes of Clarity - DFD Partners by Prime Capital Investment Advisors
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20 Minutes of Clarity/Scott Duba CFA
20 Minutes of Clarity/Scott Duba CFA by Prime Capital Investment Advisors
About this show
Podcast by Prime Capital Investment Advisors
Hosted by
Prime Capital Investment Advisors
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