PODCAST · business
Investing Simplified | Price Financial Group
by Price Financial Group
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.
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Episode 32 | COVID SHOW 22 | Meet Our New CIO, Matt Mai
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/2/2020/08/Investing-Simplified-Covid-Show-22.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Matt Mai, CIO * Email: [email protected] * Schedule an Appointment * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 31 | COVID SHOW 21 | Danger in the S&P500’s Future | Listener Questions
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/2/2020/08/Investing-Simplified-Covid-Show-21.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 30 | COVID SHOW 20 | Peace of Mind Strategies
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/2/2020/08/Investing-Simplified-Covid-Show-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 29 | COVID SHOW 19 | Massive Market Update | Timing Your Investments
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/2/2020/08/Investing-Simplified-Mashup-August-8-2020-Show-19.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 28 | COVID SHOW 18 | Charitable Donations | RMDs in 2020
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/2/2020/08/Investing-Simplified-Covid-Show-18-August-1.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 27 | COVID SHOW 17 | Helpful Financial Advice | The Knowledge Trust
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/2/2020/07/Investing-Simplified-Covid-Show-17-July-18.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 26 | COVID SHOW 16 | Talking Real Estate Investing
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/2/2020/07/Investing-Simplified-Covid-Show-16-July-11.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Jen Singer – https://www.buywithjen.net/agent-profile/jen-singer-12523860 919 NE 19th Ave Ste 100 Portland, OR 97232 (503) 522-2300 * Email: [email protected] 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 pfgwm.com.
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Episode 25 | COVID SHOW 15 | The Roller Coaster Continues | The Tax Investigator
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/2/2020/07/Investing-Simplified-Covid-Show-15-July-4.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 24 | COVID SHOW 14 | The Knowledge Trust | The Roller Coaster Market
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/2/2020/07/Investing-Simplified-Covid-Show-14.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 23 | COVID SHOW 13 | Better Sound, Roth Conversions, & Keven Steege
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/2/2020/06/Investing-Simplified-Covid-Show-13.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 22 | COVID SHOW 12 | What You Don’t Know
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/2/2020/06/Investing-Simplified-Covid-Show-12.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 21 | COVID SHOW 11 | The Risk Behind A Tear
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/2/2020/06/Investing-Simplified-Covid-Show-11.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 20 | COVID SHOW 10 | Is The Market Rallying?
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/2/2020/06/Investing-Simplified-Covid-Show-10.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 19 | COVID SHOW 9 | Positioning Yourself Well During Covid | Welcome Back Keven Steege!
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/2/2020/05/Investing-Simplified-Covid-Show-9.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 18 | COVID SHOW 8 | When The Quarantine Will End & The Volatility Ahead
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/2/2020/05/Investing-Simplified-Covid-Show-8.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 17 | COVID SHOW 7 | The Upcoming Economy | Taylor Kittell is back!
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/2/2020/05/Investing-Simplified-Covid-Show-7.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 16 | COVID SHOW 6 | The Market Is Comforting Bo? HOW?!
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/2/2020/05/Investing-Simplified-Covid-Show-6.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 15 | COVID SHOW 5 | Not Much Volatility This Week | Market Update
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/2/2020/04/Investing-Simplified-Covid-Show-5.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 14 | COVID SHOW 4 | Make Investments Covid-Resistent & Cautious Optimism
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/2/2020/04/Investing-Simplified-Covid-Show-4.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 13 | COVID SHOW 3 | PPP, MARKET UPDATE, & OPPORTUNITIES
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/2/2020/04/Investing-Simplified-Covid-Show-3.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 10 | Black Swan Event | Support Small Business
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/2/2020/03/IS-3-21-2020.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * 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 pfgwm.com.
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Episode 09 | Coronavirus Market Effects | Cover Your Assets
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. Also Today: * Cover Your Assets with Taylor Kittell https://pfgwm.com/wp-content/uploads/sites/2/2020/03/IS-3-7-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Taylor Kittell – KG Law Group * Email: [email protected] 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 pfgwm.com.
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Episode 08 | Rare Leap Year Episode | Bear Market?
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. Also Today: * The Tax Investigator with Keven Steege https://pfgwm.com/wp-content/uploads/sites/2/2020/02/IS-2-29-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 07 | Don’t Be Investment Smart & Tax Foolish
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/2/2020/02/IS-2-22-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * James Bruce * Email: [email protected] * 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 pfgwm.com.
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Episode 06 | Is Your Relationship With The Stock Market Healthy?
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. Also Today: * The Tax Investigator with Keven Steege https://pfgwm.com/wp-content/uploads/sites/2/2020/02/IS-2-15-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 03 | Tax Tips with Keven Steege & 2020 Market Update
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. Also Today: * The Tax Investigator with Keven Steege https://pfgwm.com/wp-content/uploads/sites/2/2020/01/IS-1-25-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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Episode 02 | Brush Up On Roths, Spousal Benefits, & The Tax Investigator
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. Also Today: * The Tax Investigator with Keven Steege https://pfgwm.com/wp-content/uploads/sites/2/2020/01/IS-1-18-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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272
Episode 01 | Market Report, Medicaid, Mortgages, & Iran
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. Also Today: * Cover Your Assets with Taylor Kittell * The Mortgage Makeover with Michael Standard https://pfgwm.com/wp-content/uploads/sites/2/2020/01/IS-1-11-20.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] * Taylor Kittell – KG Law Group * Email: [email protected] * Michael Standard, Fairway Mortgage Company, Reverse Mortgage Specialist * Email: [email protected] * Call: 360-690-5278 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 pfgwm.com.
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271
Investing Simplified® | Show 46 | Tax Season is Nigh, Last Show of 2019!
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/2/2019/12/IS-12-28-19.mp3 Our Hosts: * Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© * Email: [email protected] * Schedule an Appointment * Keven Steege – http://www.baker-colson.com/ * Email: [email protected] 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 pfgwm.com.
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270
Investing Simplified® | Show 45 | Chuck’s Back on the Secure Retirement ACT
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®. […]
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Investing Simplified® | Show 44 | Important EOY Tax, RMD, & Mortgage Answers
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®. […]
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268
Investing Simplified® | Show 43 | DOW up 20%, Unemployment at 3.5%, Where do we go from here?
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®. […]
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267
Investing Simplified® | Show 42 | As We Begin Wrapping up 2019
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®. […]
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266
Investing Simplified® | Show 41 | Happy Thanksgiving | The Markets | Family Wealth Transition Strategies
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®. […]
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265
Investing Simplified® | Show 40 | New Market All-Time Highs
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®. […]
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264
Investing Simplified® | Show 39 | Chuck Price Thank You Episode
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®. […]
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Investing Simplified® | Show 38 | Chuck’s Big Announcement, Stock Report, & Real Estate
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®. […]
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262
Investing Simplified® | Show 37 | Bo on Long Term Investing & Cover Your Assets with Taylor Kittell
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®. […]
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261
Investing Simplified® | Show 36 | $$$ Market Update & Proper Preparation
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®. […]
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260
Investing Simplified® | Show 35 | Avoid the Noise in the Marketplace
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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259
Investing Simplified® | Show 33 | Roths, The Market, & The Mortgage Makeover
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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258
Investing Simplified® | Show 31 | If The Market Dips & New Segment: Mortgage Makeovers
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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257
Investing Simplified® | Show 30 | The One on PERS
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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256
Investing Simplified® | Show 29 | Yield Curve Inversion & Recession Relationship
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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255
Investing Simplified® | Show 28 | The National Debt Goes Down?
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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254
Investing Simplified® | Show 27 | Market Volatility & Real Estate Taxes
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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253
Investing Simplified® | Show 26 | Investment Strategies & Market Recap
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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252
Investing Simplified® | Show 25 | The New Secure ACT & Investing in Your Health
Chuck Price discusses the new Secure Act | “What You Don’t Know CAN Hurt you! Also Special Guest Nutritionist Shari McCants on Investing in your Health! Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. There are a lot of people with great intentions for their […]
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251
Investing Simplified® | Show 24 | Capital Gains, Real Estate & An Up Market
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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250
Investing Simplified® | Show 23 | Market Update, Long Term Care & Social Security
Miss an episode of Investing Simplified®? No problem! Catch all our latest shows on our website at pfgwm.com. 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 […]
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ABOUT THIS SHOW
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.
HOSTED BY
Price Financial Group
CATEGORIES
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