Episodes

  • EP 49 | For a Retirement Planner, Find Someone That Can Personalize Your Experiences

    EP 49 | For a Retirement Planner, Find Someone That Can Personalize Your Experiences
    Mar 27 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.24.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
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    57 mins
  • EP 48 | How Election Season Affect Retirements

    EP 48 | How Election Season Affect Retirements
    Mar 19 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.17.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
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    57 mins
  • EP 47 | Getting Lazy Money Working for You

    EP 47 | Getting Lazy Money Working for You
    Mar 12 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.10.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
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    57 mins
  • EP 46 | Inflation, the Fed and the Breadth of the Market

    EP 46 | Inflation, the Fed and the Breadth of the Market
    Feb 28 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.25.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
    Show more Show less
    57 mins
  • EP 45 | Navigating Those All-Weather Potholes

    EP 45 | Navigating Those All-Weather Potholes
    Feb 19 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.11.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
    Show more Show less
    57 mins
  • EP 44 | S&P 500 Back to All-Time Highs to Start 2024

    EP 44 | S&P 500 Back to All-Time Highs to Start 2024
    Feb 9 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.04.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
    Show more Show less
    57 mins
  • EP 43 | 7 Things to Do If You Are Retiring in 2024

    EP 43 | 7 Things to Do If You Are Retiring in 2024
    Jan 19 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-01.21.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
    Show more Show less
    57 mins
  • EP 42 | Why You Should Work with An Advisor

    EP 42 | Why You Should Work with An Advisor
    Jan 16 2024
    https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-01.14.24.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: bo@pricefg.com Schedule an Appointment Matt Mai, CIO Email: matt@pricefg.com Schedule an Appointment 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.
    Show more Show less
    57 mins