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Education
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Price Financial Group
Investing Simplified, is a radio show aimed at helping listeners create a better financial future while avoiding common pitfalls of the mainstream investment market …Because what you don’t know CAN hurt you.
Total 15 episodes
1
EP 75 | Leaving a Job, 5 Retirement Rules That Could Hurt & Pros & Cons of Real Estate in Retirement

EP 75 | Leaving a Job, 5 Retirement Rules That Could Hurt & Pros & Cons of Real Estate in Retirement

https://pfgwm.com/wp-content/uploads/sites/2/2024/11/Investing-Simplified-11.17.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5017/11/2024
EP 74 | Election Reaction, Tax Saving Strategies, Rolling a 401K and Price Financial Group Process

EP 74 | Election Reaction, Tax Saving Strategies, Rolling a 401K and Price Financial Group Process

https://pfgwm.com/wp-content/uploads/sites/2/2024/11/Investing-Simplified-11.10.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5010/11/2024
EP 73 | The Election, Q4 2024 And Kids Returning to the Nest in Retirement

EP 73 | The Election, Q4 2024 And Kids Returning to the Nest in Retirement

https://pfgwm.com/wp-content/uploads/sites/2/2024/10/Investing-Simplified-11.03.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5003/11/2024
EP 72 | More Mortgage Updates, Trusts & Pets and When to Get out of Cash

EP 72 | More Mortgage Updates, Trusts & Pets and When to Get out of Cash

https://pfgwm.com/wp-content/uploads/sites/2/2024/10/Investing-Simplified-10.27.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5027/10/2024
EP 71 | The Economy and Election, Mortgage Update with Cindy Miller, Trusts and More

EP 71 | The Economy and Election, Mortgage Update with Cindy Miller, Trusts and More

https://pfgwm.com/wp-content/uploads/sites/2/2024/10/Investing-Simplified-10.20.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5020/10/2024
EP 70 | Unexpected Jobs Report and Qualified vs. Non-Qualified

EP 70 | Unexpected Jobs Report and Qualified vs. Non-Qualified

https://pfgwm.com/wp-content/uploads/sites/2/2024/10/Investing-Simplified-10.13.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5013/10/2024
EP 69 | Q4 Reminders & 4 Components to an Income Plan for Managing Retirement

EP 69 | Q4 Reminders & 4 Components to an Income Plan for Managing Retirement

https://pfgwm.com/wp-content/uploads/sites/2/2024/10/Investing-Simplified-10.06.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5006/10/2024
EP 68 | The Fed Lowers Interest Rates, Mistakes High-Net-Worth People Make & 4 Keys to Downsizing

EP 68 | The Fed Lowers Interest Rates, Mistakes High-Net-Worth People Make & 4 Keys to Downsizing

https://pfgwm.com/wp-content/uploads/sites/2/2024/09/Investing-Simplified-09.29.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5029/09/2024
EP 67 | Financial Impacts for Election 2024 & 13 Ways to Save on Retirement Travel

EP 67 | Financial Impacts for Election 2024 & 13 Ways to Save on Retirement Travel

https://pfgwm.com/wp-content/uploads/sites/2/2024/09/Investing-Simplified-09.22.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5022/09/2024
EP 66 | Current Markets, Rates & Trading in August

EP 66 | Current Markets, Rates & Trading in August

https://pfgwm.com/wp-content/uploads/sites/2/2024/09/Investing-Simplified-09.15.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5015/09/2024
EP 65 | Recent Market Rates, Japan, Real Estate & Local Layoffs

EP 65 | Recent Market Rates, Japan, Real Estate & Local Layoffs

https://pfgwm.com/wp-content/uploads/sites/2/2024/08/Investing-Simplified-09.01.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5001/09/2024
EP 64 | Recent Market Volatility

EP 64 | Recent Market Volatility

https://pfgwm.com/wp-content/uploads/sites/2/2024/08/Investing-Simplified-08.25.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5025/08/2024
EP 63 | Five Things to Prepare for a Possible Recession

EP 63 | Five Things to Prepare for a Possible Recession

https://pfgwm.com/wp-content/uploads/sites/2/2024/08/Investing-Simplified-08.11.24-1.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5021/08/2024
EP 62 | Social Security Running Out?

EP 62 | Social Security Running Out?

https://pfgwm.com/wp-content/uploads/sites/2/2024/08/Investing-Simplified-07.14.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5021/08/2024
EP 61 | Don’t Tie Your Portfolio to Politics

EP 61 | Don’t Tie Your Portfolio to Politics

https://pfgwm.com/wp-content/uploads/sites/2/2024/08/Investing-Simplified-06.30.24.mp3 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. Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC® Email: [email protected] Schedule an Appointment Matt Mai, CIO Email: [email protected] Schedule an Appointment Matt Sudol, Wealth Advisor Email: [email protected] Schedule an Appointment Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.
56:5021/08/2024