Investing Simplified® | Chuck Price: Recent Episodes

Chuck Price

Talk show, Investing Simplified®, is about helping listeners create better financial futures while avoiding the pitfalls found in the investment market today. Because, what you don’t know CAN hurt you.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 28 | IRAs: Roth vs. Traditional Conversions appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 27 | Debates and Politics appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 26 | Mortgage Standards in Current Economy appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 25 | Volatility in the Market appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 24 | Multi-Year Guaranteed Annuities and Introducing eLegacy appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 23 | Retirement Hazard Zones appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 22 | Market Outlooks and What It Could Mean for You appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 21 | Five Rules That Could Hurt You appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP 20 | Updates on the Market appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP19 | Income in Retirement appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP18 | How to Protect Yourself From Inflation appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP17 | Five Reasons to Have a Financial Advisor in Retirement appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/05/Investing-Simplified-05.07.23.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP16 | Five Steps for a Stronger Retirement Plan appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/05/Investing-Simplified-04.30.23.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP15 | The Whens of Retirement: RMDs, Social Security and Other Matters appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/04/Investing-Simplified-04.16.23.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP14 | Making a Plan for Retirement in Today’s Environment appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/04/Investing-Simplified-04.09.23.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP13 | How to Make Your Money Grow in Volatile Markets and During Rampant Inflation appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/04/Investing-Simplified-04.02.23-1.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP12 | Income in Retirement: Banks, Life Insurance, Roth IRAs appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/04/Investing-Simplified-03.26.23-1.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP11 | Seven Priorities for Money appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/02/EP10-March-05-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP10 | FOMO appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/02/EP09-February-26-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP09 | Technical & Fundamental Market Analysis appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/02/EP08-February-19-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP08 | Investing Simplified Mash-up appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/02/EP07-February-12-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP07 | You Inherited Money, Now What? appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/02/EP06-February-05-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP06 | Long Term Outlook appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/01/EP05-January-29-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP05 | Dealing With Layoffs appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/01/EP04-January-22-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP04 | Financial – Housing Market Update & Stretch IRAs appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/01/EP03-January-15-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP03 | How To Face A Recession appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2023/01/EP02-January-08-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP02 | Tax Law Changes to Required Minimum Distributions & More appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2022/12/EP01-January-01-2023-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®, AAMS©
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment
  4. Keven Steegehttp://www.baker-colson.com/
    • Email: KSteege@baker-colson.com
  5. Taylor Kittell, Founder – Breakwater Law
    • Email: Contact Taylor Kittell

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP01 | 7 New Year Priorities appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2022/12/EP52-December-25-2022-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®
    • Email: bo@pricefg.com
    • Schedule an Appointment
  2. Matt Mai, CIO
    • Email: matt@pricefg.com
    • Schedule an Appointment
  3. Matt Sudol, Wealth Advisor
    • Email: mattsudol@pfgwm.com
    • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible!

Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pricefg.com.

The post EP52 | Full Year In Review appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

View Details

There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of a varying type or degree of experience, with an edifying experience through the information our veteran hosts and numerous guest-experts will deliver.

https://pfgwm.com/wp-content/uploads/sites/2/2022/12/EP51-December-18-2022-Investing-Simplified.mp3Our Hosts:

  1. Robert (Bo) Caldwell, CFP®, ChFC®, AAMS©
    • Email: bo@pricefg.com
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  2. Matt Mai, CIO
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  3. Matt Sudol, Wealth Advisor
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  4. Keven Steegehttp://www.baker-colson.com/
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  5. Taylor Kittell, Founder – Breakwater Law
    • Email: Contact Taylor Kittell

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The post EP51 | Investing Simplified appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP47 | Investing Simplified appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP34 | Investing Simplified appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP26 | Investing Simplified Best of Mashup appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP18 | Best of Investing Simplified appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.

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There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified®. […]

The post EP17 | Best of Investing Simplified appeared first on Bo Caldwell | Investing Simplified® | Price Financial Group Wealth Management.