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 funds you have available at any given moment. There's more to calculating your financial picture, though, because you have essential expenditures like food, insurance, transportation, utilities, and credit card payments that further erode your cash flow. Many people have no idea how much they actually spend each month and are shocked by how little money they have left for luxury items or savings. Creating a personal cash flow statement provides a clearer idea of your financial standing. It also allows you to adjust your spending and seek new income opportunities when necessary.

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 differently from active income like wages. With that in mind, Jason and Andy discuss what passive income investors need to know about the tax on passive income.

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 to your overall financial health. On the other hand, bad debt is used for purchasing material things that lose value over time, such as credit card debt with high interest rates.

Prime Capital Investment Advisors Jason Noble and Andy Merchant discuss reevaluating your budget and savings goals for 2024.

Jason and Andy discuss investment opportunities and strategies in a high interest rate environment.

Jason and Andy discuss year end tax planning considerations to help minimize taxes in 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 goal of supporting democracy and influencing capital flows in international financial markets.

Jason interviews Captain Mike Michaels of the Salvation Army

Jason and Andy discuss financial issues and opportunities unique to women.

Andy Merchant with Prime Capital Investment Advisors in Wichita interviews Junnae Campbell with Boys and Girls Clubs of South Central Kansas.

Jason and Andy discuss retirement readiness measures for the new year.

Jason Noble and And Merchant discuss end of year planning and lifestyle considerations.

20 Minutes of Clarity - Quantifying an Advisor's Value by Prime Capital Investment Advisors

20 Minutes of Clarity - Back to School Education Planning by Prime Capital Investment Advisors

20 Minutes of Clarity Wealth Transfer and Estate Planning for Everyone by Prime Capital Investment Advisors

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

Jason Noble and Andy Merchant with Prime Capital Investment Advisors talk about developing cash flow with their proprietary Portfolio Payday process.

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

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.

Jason Noble and Andy Merchant, with Prime Capital Investment Advisors, talk about important considerations when preparing for retirement.

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 irresponsible companies and reinvesting in more solutions-based, progressive, and forward-thinking alternatives. Let us be your guide as you take control of your inheritance or trust, plan for a fulfilling retirement, craft your charitable gifting plan or get ready for that year traveling through Europe. We are uniquely qualified to both help you with your core financial decisions AND your desire to invest in a more sustainable way. Whether you prefer to do a “coffee meeting” video conference from Portland, a phone call from Boston, or an in-person meeting in our Asheville office, we’re honored and excited to help you align your investments with your values!

Jason and Andy discuss considerations when preparing for retirement.

Jason Noble and Andy Merchant discuss A.I. trends and discuss common questions.

20 Minutes of Clarity - Matt Baty by Prime Capital Investment Advisors

20 Minutes of Clarity - Ryan Hoover by Prime Capital Investment Advisors

20 Minutes of Clarity - DFD Partners by Prime Capital Investment Advisors

20 Minutes of Clarity/Scott Duba CFA by Prime Capital Investment Advisors