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.

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

Jason and Andy discuss considerations when planning for retirement.