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© Copyright 2024 by Jason Noble and Andy Merchant
Description
Hosts Jason Noble and Andy Merchant engage in discussion around the core wealth planning questions.
40 Episodes
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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.
Jason and Andy discuss the importance of passive income and how to develop it in your financial planning.
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 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.
Jason & Andy talk about Investing opportunities in a high interest rate environment.
Jason and Andy discuss tax planning for 2024.
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