Episodes
53
Latest episode
Aug 2024
Language
EN
Podcast by Prime Capital Investment Advisors
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.
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