Clear Picture Financial with Jason Noble: Recent Episodes
Jason Noble
Financial Advisor Jason Noble, CFP®, RICP®, is passionate about working with families, pre-retirees, retirees and business owners in developing strategies to help them accomplish their financial and retirement goals. “I am experienced in building and implementing custom plans. I start by first getting to know you really well because everything I do is customized. It’s through thoughtful conversations that I learn the nuances of your personal goals and concerns, and only then can I provide an easy-to-understand plan to help you achieve them,” Jason says.
Jason has nearly 20 years of experience in financial services and holds the FINRA Series 66 securities registration. Jason is also licensed for insurance related products in multiple states. He is a fee-based CFP® (CERTIFIED FINANCIAL PLANNER™) and recently attained an RICP® (Retirement Income Certified Professional®) designation in his pursuit of continuing education to better serve clients. “Continuous learning is something I’ve always done,” he says. “When my clients call with any question related to a dollar sign, it’s my job to answer it.”
A legal fiduciary bound by law to do only what is in a client’s best interests, Jason says, “I’ve always called that doing the right thing.” He works with clients collaboratively, following the Noble Planning Process in order to make sure their plans are comprehensive. His work and process are firmly based on Isaiah 32:8—But the noble make noble plans, and by noble deeds they stand—and he uses his knowledge, experience and wisdom in order to help others achieve their goals.
Jason sought out and joined Prime Capital Investment Advisors because of their team approach and expansive resources. The independent firm is an RIA (registered investment advisory) firm and organized as a legal fiduciary registered with the SEC (Securities and Exchange Commission.) “Prime Capital had a great reputation, but I vetted them with ‘secret shopper’ phone calls to make sure the entire firm was actually on board with doing the right thing for clients at all times. (They were.) I wanted a whole team behind me that was client-centric and experienced. Prime Capital gives me access to the latest tools and resources that I can use to my clients’ advantage. They have immense market research capacity. It’s true teamwork with a group of outstanding professionals,” Jason says.
For more information or to get your own questions answered, call (800) 948-1216 or text keyword NOBLE to 600-700.
On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today. Finally, What questions are being asked of financial advisors and the retirement planner? We go over the top ones so be prepared to take notes.
If you have any questions concerning your retirement
call Jason Noble 843-743-2926.
Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,
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On this weeks show we discuss adjustments you can make on your way to retirement to avoid big mistakes. Classic retirement rules don’t always hold water with today’s economy so what do you do? We have suggestions. Our host will take a Social Security quiz, let’s see if we can stump them.
If you have any questions about your retirement call Jason Noble 843-743-2926.
Retire, Retirement, Plan, Planning, Annuity, Insurance, 401K, IRA
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Many people delay starting their retirement planning. We discuss why that is happening. More than 90 provisions in Secure Act 2.0 and they will impact retirement planning. We will discuss. this week four tax strategies that will help you position yourself for retirement.
If you have any questions about your retirement scenario
call Jason Noble 843-743-2926.
Retirement, Taxes, Planning, Saving, IRA, Roth, 401K,
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Coming up on this week’s show we discuss retirement concerns and these are the biggies. Retirement planning can be an emotional journey and you need to be careful not to overreact. Proactive strategies for retirement you can apply well before one’s golden years.
If you have any questions call Jason Noble 843-743-2926.
Retirement, 401K, IRA, Roth, Planning, Taxes
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On this week’s show we will have some fun with a very serious retirement topic. We all remember the game RISK, well we will put a retirement twist on it. Everybody is different and your retirement plan needs to be customized to you. We will also dive into understanding your investments and the role they will play in building lifetime income.
If you have any questions concerning your retirement
call Jason Noble 843-743-2926.
Retirement, Planning, Plan, Savings, Save, Interest, 401K, Roth, IRA
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On this’ week’s show we will discuss things you need to do before you start your retirement. The future of Social Security and proactive strategies to apply to your plan. Running out of money in retirement is the number one fear that retirees have. We discuss the mistakes to avoid so it doesn’t happen to you.
If you have any questions about retirement call Jason Noble 843-743-2926.
Retire, Save, Plan, Invest, Annuity, Roth, IRA, 401K
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On this week’s program we have a few pointers for when you get to that 10 year pre-retirement window. What should you be focusing on? Why are so many retirees heading back into the workforce? We will discuss the big reason, but also how to stay retired. Some expenses in retirement will go down and some will rise…make sure you plan for the ups and downs.
If you have any questions about retirement call Jason Noble 843-743-2926.
Retirement, Planning, Saving, Roth, 403B, IRA
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On this week’s show, we tackle the biggest financial concerns as you approach retirement. We dig into the emotional side of planning because it can be intimidating when you’re getting started. You’ve saved well for retirement, now what? We will discuss distribution strategies.
If you have any questions call Jason Noble 843-743-2926.
Retirement, Planning, Saving, Taxes, Stocks, Bonds, IRA, 401K,
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On this week’s edition we discuss the importance of retirement planning for couples. It starts with communication and working with a professional that can guide you not only to retirement, but through retirement. Confidence in retirement as at low dropping to near 2008 levels. We will tell you why, plus offer suggestions to keep you on track. We will also get back to basics with simple steps that will help you on your way to that big retirement day.
If you have any questions about your retirement call Jason Noble 843-743-2926.
Retirement, Savings, Planning, 401K, IRA, 403B, RMD,
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Playing off a retirement confidence survey from EBRI(Employee Benefit Research Institute) we dive into “Financial Feud”. We will see how well our host knows the pulse of retirement concerns for retirees. Were discuss the Red-zone of Retirement planning the 5-10 years before you actually retire. A lot of you have 401K’s through work, but have you thought about pairing it with a Roth IRA? We will take a look at why this may compliment your overall plan.
If you have any questions about your own retirement situation
call Jason Noble 843-743-2926.
Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA
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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Human psychology and behavior can impact financial decisions and with that in mind we dive into behavioral finance. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.
If you have any questions about retirement planning call Jason Noble 843-743-2926.
Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,
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On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”. Do you have a “worry” list? We do, but we also have suggestions to ease your pain.
If you have any questions about today’s show or your own retirement
call Jason Noble 843-743-2926.
Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,
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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss. We will go over strategies for regular dependable income in retirement. After the strategy you need a retirement budget/spending plan to keep you on track.
If you have any questions call Jason Noble 843-743-2926.
Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA
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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why. A big transition for retirees is going from accumulation to decumulation and it can be a tough change. Things to consider as you prepare to draw down on your retirement accounts.
If you have any questions about your retirement call Jason Noble 843-743-2926.
Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,
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Politics and retirement planning are intermingling we discuss the hot topic ESG(Environmental, Social, Governance). We will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.
If you have any questions call Jason Noble 843-743-2926.
Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,
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On this week’s show the recent bank failures has many people nervous. What does it mean for retirement planning? Retirement planning regrets. Also making the show this weekend learning from past mistakes. True false quiz for our host covering concepts and strategies. We will see how they do.
If you have any questions about today’s show or your retirement
call Jason Noble 843-743-2926.
Retirement, Strategy, Planning, Risk, FDIC, 401K, Roth, IRA
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On this week’s show unsteady times require calm rational behavior when it comes to your retirement accounts. Start with things you can do right now to help your money last through retirement. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.
If you have any questions call Jason Noble 843-743-2926.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why? 401K rollovers make the show as well. Baby boomers may have a number of old 401K’s and are not sure what to do with them. We discuss the rollover.
If you have any questions call Jason Noble 843-743-2926.
Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,
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On this week’s show we discuss some “Do’s” and Don’ts when it come to your retirement savings. Also, the Federal Reserve has been adjusting interest rates and we’ll dive into what that means for retirement portfolios.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Planning, Savings, Roth, Annuities, Federal, Reserve, Interest, Rates,
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On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts. Being a Grandparent may be in your future so let’s talk about how to go about being a financially responsible Grandparent and protect one’s own retirement.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Savings, 401K, Roth, Taxes, Planning,
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On this weeks show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it. We all know Roth IRA’s can be great for retirement, but did you know there are several benefits of the Roth that you can use before you actually retire?
If you have any questions call Jason Noble 800-948-1216.
Retire, Retirement, Planning, Savings, Roth, IRA, 401K
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On this week’s show 5 new savings and tax rules you need to be aware of moving forward. Annuities may or may not be a good fit for your retirement portfolio, we dive in on Annuities. Also this week the loss of a spouse and how important it is to avoid some big mistakes.
If you have any questions about what you’re facing with your retirement
call 800-948-1216.
Retirement, Savings, Tax, Taxes, Planning, Annuities,
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On this week’s show it’s tax season and we’re here to help. Taxes can potentially take a bite out of your retirement. We’ll go over tips to help. Milestone ages for retirement start at 50 and you need to know the significance of the different ages. We will also go over retirement advice you should probably follow, but many do not.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Taxes, Planning, 401K, Investing, RMD, Pension,
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On this week’s show we discuss the latest from money management firm Natixis. That surveyed advisors around the country concerning the biggest retirement mistakes people are making. Life is filled with milestones and these can really impact your retirement. One of the first calls you make should be to your advisor when something big happens. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
call Jason Noble 800-948-1216.
Retirement, Savings, Planning, IRA, 401K, TSP,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss key provisions in the Secure Act 2.0 that will impact retirement. New Year's resolutions when it comes to your retirement and we’ll do some myth-busting when it comes to planning.
If you have any questions concerning your retirement
call Jason Noble 800-948-1216.
Retirement, Planning, Saving, 401K, Insurance, Taxes,
See omnystudio.com/listener for privacy information.
On this week’s show we discuss your finances for retirement and how to make sure you are in good shape heading to your golden years. Retirement planning after you turn 50, we have 4 changes to your strategy to consider. We will also discuss common risks when it comes to retirement planning.
If you have any questions call Jason Noble 800-948-1216.
Retirement, Risk, Planning, Savings, Longevity, IRA, 401K,
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On this week’s edition we have tips for your retirement in 2023 and beyond. We will also focus on some differences to be aware of that women may face moving into their golden years. Last but not least, we will discuss things you can do financially that could impact your happiness in retirement.
If you have any questions call Jason Noble 800-948-1216.
Retirement, Savings, Healthcare, 401K, 403B, Roth, IRA,
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On this week’s show we will discuss Retirement Income Replacement Rate. What it is and why it’s important. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. Do you plan on working in retirement? We have some questions you need to ask yourself.
If you have any questions about today’s show and your retirement situation call Jason Noble 800-948-1216.
Retire, Taxes, Planning, Roth, IRA, Savings,
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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms. Keeping retirement money as safe as possibly is vital, we will discuss a few strategies.
If you have any questions about your retirement situation
call Jason Noble 800-948-1216.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
See omnystudio.com/listener for privacy information.
On this week’s program we give some tips if you are in the final ten years before you retire. Inflation is real and will impact retirement, we will discuss reevaluating your budget to cover expenses. We will also give you some tips to protect yourself and your financial future.
If you have any questions concerning your retirement
call Jason Noble 800-948-1216.
Retirement, Planning, 401K, Roth, Taxes, Inflation,
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On this week’s show we look at withdrawal strategies that can help your money last while in retirement. if you are working until age 70 and beyond there are a number of things you need to factor into your retirement. planning mistakes to avoid as we approach the new year.
If you have any questions call Jason Noble 800-948-1216.
Retirement, Planning, Plan, Secure, Safety, Investments,
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On this week’s show we get into four ways to adjust your income and understanding the taxes. Stretching your budget in retirement may be required to stay on track. You will get a lot of advice from friends, coworkers and family when it comes to retirement, make sure the advice fits in your retirement puzzle.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Planning, Taxes, Savings, Investing, Roth, IRA
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On this edition we discuss inflation’s impact on your retirement. Avoiding big potential mistakes that you can make as you plan for your golden years is vital. 3 years into the Secure Act we outline changes that could influence your plans.
If you have any questions call Jason Noble 800-948-1216.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. We also get into navigating retirement if you are a Gen X-ers. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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On this week’s show we dive into investment strategies for retirement. We discuss financial gaps that can impact retirement in a negative way. Last but not least we look at a few tips that can help with financial portfolio stress.
If you have any questions about your retirement situation
call Jason Noble 800-948-1216.
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
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Cost of living adjustment for Social Security the biggest bump in 40 years. Shifting to decumulation can be an adjustment. Remember the “Easy” Button commercials? There are some tricky parts to retirement, but we have some tips to make it easier.
If you have any questions call Jason Noble 800-948-1216.
Retirement, Planning, Decumulation, SocialSecurity,
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On this week’s show we will discuss potential threats to your retirement. How can the digital world be a threat? Make sure you account for “What if” scenarios in your retirement. 2022 is being compared to 2008! Keep your retirement on track during a bear market.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retirement, Recession, Planning, Bear, Market,
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On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.
If you have any questions about your retirement situation
call Jason Noble 800-948-12316.
Retire, Safety, Taxes, Roth, IRA, Planning,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. Retirement income that’s not taxable will be discussed get ready to take notes. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Jason Noble 800-948-1216.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
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Jason Interviews Chartered Financial Analyst Jeremy Hill.
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On this week’s program Secure Act 2.0 takes center stage. What this will mean for retirement planning and what you should be aware of moving forward. We will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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On this week’s edition we will discuss avoiding the “Tax Time Bomb” when it comes to your 401K’s and IRA’s. Can we learn from history? We look at retiree regrets from a 2021 survey conducted by Coventry Direct.A real threat to retirement portfolios is rising interest rates and we will discuss.
If you have any questions pertaining to your retirement situation
call Jason Noble 800-948-1216.
Retire, Savings, Growth, Taxes, Planning,
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A recent Fidelity Investments survey showed 71% of Americans are concerned about the impact of inflation and a volatile market could have on reaching their retirement goals. Today we’ll outline five retirement related risks to avoid in 2022.
Can you have too much money in retirement? Probably not, but some retirees are finding they do have some excess cash even after all their bills are paid and are debt free. We’ve got some ways to share the wealth before you die.
We spend years building up the balance in our 401(k) but what happens to it after we retire? We’ll go over some choices of what you can do with that 401(k) .
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retire, Invest, Volatility, Market, Money, Planning,
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On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Jason Noble 800-948-1216.
Retire, Plan, Planning, Taxes, Roth, IRA,
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On this edition we discuss the latest numbers from a Transamerica survey. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Jason Noble 800-948-1216.
Planning, Strategy, Retirement, Risk, Safety,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning call Jason Noble 800-948-1216.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up. Also on this edition some tips to stretch your retirement dollars.
If you have any questions concerning your retirement
call Jason Noble 800-948-1216.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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On this week’s edition, recession fears loom large for retirees and pre-retirees. How can you weather the storm? Inflation is inching higher and this will impact retirement. Retirement is all about the numbers. We discuss the numbers you need to pay close attention too. Volatile markets make everybody nervous, we have 5 things you should be doing right now.
If you have any questions about your retirement situation
call Jason Noble 800-948-1216
Retirement, Planning, Recession, Taxes, Social, Security,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. Tips to keep your finances in shape to and through retirement. Also on today’s show, in times like these don’t panic, step back and assess the situation and your retirement plan.
If you have any questions about your retirement call Jason Noble 800-948-1216.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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