Investing Simplified® | Bo Caldwell

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.

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

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.

03-27
56:50

EP 48 | How Election Season Affect Retirements

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.

03-19
56:50

EP 47 | Getting Lazy Money Working for You

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.

03-12
56:50

EP 46 | Inflation, the Fed and the Breadth of the Market

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.

02-28
56:50

EP 45 | Navigating Those All-Weather Potholes

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.

02-19
56:50

EP 44 | S&P 500 Back to All-Time Highs to Start 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.

02-09
56:50

EP 43 | 7 Things to Do If You Are Retiring in 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.

01-19
56:45

EP 42 | Why You Should Work with An Advisor

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.

01-16
56:50

EP 41 | The Importance of Tax Planning

https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-12.24.23.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.

01-04
56:50

EP 40 | End-of-Year Reminders

https://pfgwm.com/wp-content/uploads/sites/2/2023/12/Investing-Simplified-12.10.23.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.

12-08
56:50

EP 39 | There May Still Be Headwinds in the Market

https://pfgwm.com/wp-content/uploads/sites/2/2023/11/Investing-Simplified-11.19.23.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.

11-17
56:50

EP 38 | Banks, Money and the Ticking Tax Time Bomb

https://pfgwm.com/wp-content/uploads/sites/2/2023/11/Investing-Simplified-11.12.23.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.

11-13
56:50

EP 37 | Best of Investing Simplified

https://pfgwm.com/wp-content/uploads/sites/2/2023/11/Investing-Simplified-11.05.23.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.

11-03
56:50

EP 36 | Signs Indicate Recession is Still Coming

https://pfgwm.com/wp-content/uploads/sites/2/2023/10/Investing-Simplified-10.29.23.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.

10-27
56:50

EP 35 | Treasuries the Safest Bet in the Market

https://pfgwm.com/wp-content/uploads/sites/2/2023/10/Investing-Simplified-10.22.23.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.

10-24
56:50

EP 34 | A Choppy Year for the Market

https://pfgwm.com/wp-content/uploads/sites/2/2023/10/Investing-Simplified-10.15.23.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.

10-19
56:50

EP 33 | Inflation, Markets and Estate Planning

https://pfgwm.com/wp-content/uploads/sites/2/2023/10/Investing-Simplified-10.08.23.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.

10-12
56:50

EP 32 | Best of Investing Simplified

https://pfgwm.com/wp-content/uploads/sites/2/2023/10/Investing-Simplified-10.01.23.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.

10-03
56:50

EP 31 | Best of Investing Simplified

https://pfgwm.com/wp-content/uploads/sites/2/2023/09/Investing-Simplified-09.24.23.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.

09-22
56:50

EP 30 | Losing a Loved One

https://pfgwm.com/wp-content/uploads/sites/2/2023/09/Investing-Simplified-09.17.23.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.

09-18
56:50

Recommend Channels