All Episodes

Episode 32 | COVID SHOW 22 | Meet Our New CIO, Matt Mai

Episode 31 | COVID SHOW 21 | Danger in the S&P500’s Future | Listener Questions

Episode 30 | COVID SHOW 20 | Peace of Mind Strategies

Episode 29 | COVID SHOW 19 | Massive Market Update | Timing Your Investments

Episode 28 | COVID SHOW 18 | Charitable Donations | RMDs in 2020

Episode 27 | COVID SHOW 17 | Helpful Financial Advice | The Knowledge Trust

Episode 26 | COVID SHOW 16 | Talking Real Estate Investing

Episode 25 | COVID SHOW 15 | The Roller Coaster Continues | The Tax Investigator

Episode 24 | COVID SHOW 14 | The Knowledge Trust | The Roller Coaster Market

Episode 23 | COVID SHOW 13 | Better Sound, Roth Conversions, & Keven Steege

Episode 22 | COVID SHOW 12 | What You Don’t Know

Episode 21 | COVID SHOW 11 | The Risk Behind A Tear

Episode 20 | COVID SHOW 10 | Is The Market Rallying?

Episode 19 | COVID SHOW 9 | Positioning Yourself Well During Covid | Welcome Back Keven Steege!

Episode 18 | COVID SHOW 8 | When The Quarantine Will End & The Volatility Ahead

Episode 17 | COVID SHOW 7 | The Upcoming Economy | Taylor Kittell is back!

Episode 16 | COVID SHOW 6 | The Market Is Comforting Bo? HOW?!

Episode 15 | COVID SHOW 5 | Not Much Volatility This Week | Market Update

Episode 14 | COVID SHOW 4 | Make Investments Covid-Resistent & Cautious Optimism

Episode 13 | COVID SHOW 3 | PPP, MARKET UPDATE, & OPPORTUNITIES

Episode 10 | Black Swan Event | Support Small Business

Episode 09 | Coronavirus Market Effects | Cover Your Assets

Episode 08 | Rare Leap Year Episode | Bear Market?

Episode 07 | Don’t Be Investment Smart & Tax Foolish

Episode 06 | Is Your Relationship With The Stock Market Healthy?

Episode 03 | Tax Tips with Keven Steege & 2020 Market Update

Episode 02 | Brush Up On Roths, Spousal Benefits, & The Tax Investigator

Episode 01 | Market Report, Medicaid, Mortgages, & Iran

Investing Simplified® | Show 46 | Tax Season is Nigh, Last Show of 2019!

Investing Simplified® | Show 45 | Chuck’s Back on the Secure Retirement ACT

Investing Simplified® | Show 44 | Important EOY Tax, RMD, & Mortgage Answers

Investing Simplified® | Show 43 | DOW up 20%, Unemployment at 3.5%, Where do we go from here?

Investing Simplified® | Show 42 | As We Begin Wrapping up 2019

Investing Simplified® | Show 41 | Happy Thanksgiving | The Markets | Family Wealth Transition Strategies

Investing Simplified® | Show 40 | New Market All-Time Highs

Investing Simplified® | Show 39 | Chuck Price Thank You Episode

Investing Simplified® | Show 38 | Chuck’s Big Announcement, Stock Report, & Real Estate

Investing Simplified® | Show 37 | Bo on Long Term Investing & Cover Your Assets with Taylor Kittell

Investing Simplified® | Show 36 | $$$ Market Update & Proper Preparation

Investing Simplified® | Show 35 | Avoid the Noise in the Marketplace

Investing Simplified® | Show 33 | Roths, The Market, & The Mortgage Makeover

Investing Simplified® | Show 31 | If The Market Dips & New Segment: Mortgage Makeovers

Investing Simplified® | Show 30 | The One on PERS

Investing Simplified® | Show 29 | Yield Curve Inversion & Recession Relationship

Investing Simplified® | Show 28 | The National Debt Goes Down?

Investing Simplified® | Show 27 | Market Volatility & Real Estate Taxes

Investing Simplified® | Show 26 | Investment Strategies & Market Recap

Investing Simplified® | Show 25 | The New Secure ACT & Investing in Your Health

Investing Simplified® | Show 24 | Capital Gains, Real Estate & An Up Market

Investing Simplified® | Show 23 | Market Update, Long Term Care & Social Security

Investing Simplified® | Show 22 | New Segment: Covering Your Assets

Investing Simplified® | Show 21 | Real Estate Wrap-Up & Market Report

Investing Simplified® | Show 20 | Investing in Real Estate

Investing Simplified® | Show 19 | What the News Won’t Say About The Market

Investing Simplified® | Show 18 | Estate Plans & Asset Lock A Winning Combo

Investing Simplified® | Show 17 | Time to Rebalance?

Investing Simplified® | Show 16 | Reverse Mortgages, Good or no?

Investing Simplified® | Show 15 | Mutual or Index Funds | Pacing and Measuring

Investing Simplified® | Show 14 | Special Carl Jepsen Tribute Show

Investing Simplified® | Show 13 | Portfolio Diversification & Real Estate w/ Bo Caldwell and Joe Kennedy

Investing Simplified® | Show 12 | Record 1st Quarter – China Trade Deal – Reverse Mortgages

Investing Simplified® | Show 11 | Investing in your Health w/ Sharri McCants

Investing Simplified® | Show 10 | Economic Report & Great Listener Questions

Investing Simplified® | Show 09 | Inconvenient Truth About Retirement

Investing Simplified® | Show 08 | Tricks & Traps of the Banking Industry

Investing Simplified® | Show 07 | Know Your Risk Tolerance

Investing Simplified® | Show 06 | Looking Ahead on Taxes

Investing Simplified® | Show 05 | Double-Digit Stock Market Returns

Investing Simplified® | Show 04 | Knowledge Is Power, Especially With Your Finances

Investing Simplified® | Show 03 | How To Play in All This Volatility

Investing Simplified® | Show 02 | CBD & Your Health

Investing Simplified® | Show 01 | Plan Your Retirement, Today!

12/29/2018 – Happy New Year | New Westside Office

12/22/2018 – Merry Christmas | Important Stock Market News

12/15/2018 – Nobody Else Will Tell You This | Stock Market News

12/01/2018 – Seasonal Market Update | Gunnery Sergeant Bazar | Toys for Tots

11/24/2018 – Retirement Made Simple | Never Outlive Your Money With This Software

11/17/2018 – Are you a plan jumper or investing for a lifetime?

11/10/2018 – Upside Down Economy? DOW Stocks Leading.

11/03/2018 – The One Before Election Day ’18

10/27/2018 – Spooky Debt Crisis | Halloween & More

10/20/2018 – Stock Report | Investing in your Health

10/13/2018 – A Rocky Week (Stocks) | Mortgage Tools

10/06/2018 – Hope for Social Security?

9/29/2018 – What You Don’t Know Can Cost You A Lot of Money!

9/15/2018 – The Economy, Making Decisions, & Investing for Retirement

9/08/2018 – Estate & Tax Show with Keven & Carl

9/01/2018 – Investing in your Health

8/25/2018 – No financial strategy? Well, there’s your problem…

8/18/2018 – Harry Dent in the house | “Dentrinomics”

8/11/2018 – Taxes, Wills, & Trusts; Oh my!

8/4/2018 – Best of Investing Simplified

7/28/2018 – Investing In Your Health

7/14/2018 – Tax Refresher | What’s Coming in 2019!

7/7/2018 – The ‘so-called’ Trade War | Investing In Your Health

6/30/2018 – What Does This Volatile Market Mean?

6/23/2018 – Upside-Down Economy! What does THAT mean?

6/16/2018 – Father’s Day | Identity Theft | Taxes & More

6/9/2018 – Best Of Show

IS-6-2-18 – Investing In Your Health

5/26/2018 – Memorial Day Show. Thank you for your sacrifice!

5/19/2018 – The Royal Wedding & Tax Planning?

5/12/2018 – Thank You Mothers! | Top Ten IRA Mistakes

05/05/18 – Investing In Your Health

4/28/2018 – Taxes and Your Investments

4/21/2018 – Harry Dent and the Economy

03/10/18 – Volatility and Taxes To Start 2018

02/24/18 – Estate Planning, Wills, and Questions

02/17/18 – Unpredictable Markets

02/10/18 – What’s With The Market Downturn?

02/03/18 – Investing In Your Health | Diabetes | Sharri McCants

01/27/18 – Chuck | All By Himself | Stock Market Rally

01/20/18 – Is Cryptocurrency Here To Stay? | Rodney Johnson

01/13/18 – Q&A Today

01/06/18 – Advice For 2018 – New Year Show

12/30/17 – Year-End Wrap Up

12/23/17 – What are you going to do with your tax break?

12/16/17 – Chuck’s Back, Tax Reform, & Listener Questions

12/09/17 – The New Tax Bill

11/18/17 “Harry Dent | The Week Before Thanksgiving”

11/11/17 “Veteran’s Day 2017 | Thank You Vets!”

11/04/17 “The New Tax Law… So far.”

10/28/17 “Blowing Out The Investing Paradigm”

10/21/17 “Jason Jenkins: Asset Lock”

10/14/17 “Financial Technology FTW & Keven Returns”

10/07/17 “Good vs. Bad Financial Advisors”

9/30/17 “Better Financial Priorities Will Change Your Life!”

9/23/17 Guest Shari McCants “Investing in your Health”

Investing Simplified® from September 9th, 2017

Investing Simplified® from April 1st, 2017

Investing Simplified® from March 25th, 2017

Investing Simplified® from March 18th, 2017

Investing Simplified® from March 11th, 2017

Investing Simplified® from March 4th, 2017

Investing Simplified® from February 25th, 2017

Investing Simplified® from February 18th, 2017

Investing Simplified® from February 11th, 2017

Investing Simplified® from February 4th, 2017

Investing Simplified® from January 21st, 2016

Investing Simplified® from January 14th, 2016

Investing Simplified® from January 7th, 2016

Investing Simplified™ from December 31st, 2016

Investing Simplified™ from December 24th, 2016

Investing Simplified™ from December 17th, 2016

Investing Simplified™ from December 10th, 2016

Investing Simplified™ from December 3rd, 2016

Investing Simplified™ from November 26th, 2016

Investing Simplified™ from November 19th, 2016

Investing Simplified™ from November 12th, 2016

Investing Simplified™ from November 5th, 2016