20 Minutes of Clarity

Jason and Andy discuss the importance of including a protected income strategy in your retirement income planning.

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.