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Educational Videos from PCIA North Texas

At PCIA North Texas, we know that financial concepts can be complex and the terminology difficult to understand. We wanted you to have as much information as possible at your fingertips, and an easy way to learn more about subjects that can impact you. Here are some animated videos to help.

Decumulation Versus Accumulation

When you decide to retire, you will have to create a monthly income out of the retirement savings you have accumulated. Instead of earning and saving, you’ll be spending. The trick is, how do you spend without running out of money? Decumulation is a whole different way of thinking!

What is an FIA (Fixed Indexed Annuity)

An annuity might help you convert your retirement savings into a monthly income that can last as long as you live. You can sometimes think of annuities as your own personal pension. But not all annuities are the same. Learn more about fixed indexed annuities with potential for market growth plus protection.

How Required Minimum Distributions (RMDs) Work

Some people are surprised to find that they have less money saved for retirement than they thought due to RMDs (Required Minimum Distributions). The money you have in traditional retirement accounts like 401(k)s and IRAs will be taxed as ordinary income when you have to begin taking it out every year.

Portfolio Diversification to Withstand Market Volatility

When you are young and just starting out in your career, waiting out market downturns and continuing to invest makes a lot of sense; you can benefit from dollar-cost-averaging. But if you’re getting close to retirement, market downturns can lead to a complete depletion of your funds if you don’t diversify properly.

What You Need to Know About Social Security

When and how you file for Social Security can make a big difference in the amount of retirement benefit income you receive every month, as well as the cumulative amount you will receive throughout your retirement. Here’s some basic information you need to know about Social Security before you file!

What Is Medicare?

Unlike your Social Security benefit, which you can wait to file for, Medicare gives you a seven-month window to file, which is three months before your 65th birthday, and three months after. Fail to file by 65 and you could pay higher health care premiums for life. This is a complex program, so where do you start? Here are the A, B. Cs—and Ds—of Medicare.

Traditional versus Roth IRA Accounts

What is the difference between a traditional IRA versus a Roth IRA account? A traditional Individual Retirement Account is created with pre-tax money, while a Roth IRA is created with after-tax money. So which type of account you choose to open has to do with your tax situation and what your tax situation will be during your retirement.

Videos and Media Appearances

Browse through some of the videos below featuring our financial advisors at PCIA North Texas to learn more about our approach. If you have any questions about what’s being discussed, or you want more information about your personal situation or business finances, we would love to hear from you.

Bentley Ford: Profile 3m22s
Bentley Ford: Financial Planning Tips 3m35s
Bentley Ford: Discusses Retirement 3m51s
Brandon McCormick: Profile 2m33s
Brandon: How Financial Stress Impacts Work 3m08s
Will O’Rourke: Estate Planning Tips 3m11s
Marco Melero: Profile 4m07s
Marco Melero: Wealth Management 4m05s

Let’s Get Started!

Prime Capital’s team of financial advisors applies its unique approach to financial planning and investment management toward the goal of turning our clients’ dreams into reality.

Individuals & Families

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

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Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

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What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

Get Your Risk Number Now!

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

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Let’s Discuss Your Plan

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092