All Episodes
Investing Simplified | Price Financial Group — 232 episodes
EP 138 | Psychology of Money
EP 137 | Fears in Retirement, Tips on Index Funds & Tax Planning Ideas
EP 136 | Estate Planning Considerations
EP 135 | 401k Allocation, Sequence of Returns & Business Retirement Options
EP 134 | Oil and Global Tension + 401k Balances Hit Highs
EP 133 | Global Conflicts, Value vs Growth & Fixed Income
EP 132 | Roth Conversion Strategy
EP 131 | Diversification & Advisor Fees
EP 130 | 5 Habits of Wealthy People & When to Bring the Advisor and CPA Together
EP 129 | Spring Cleaning, Putting Lazy Money to Work & Retirement Tips
EP 128 | Fear of Missing Out & Loss + Reducing Anxiety in Retirement
EP 127 | S&P Targets for 2026 and the All-Weather Portfolio
EP 126 | 2025 Rates, Retirement Income Planning & Qualified Charitable Distributions
EP 125 | Setting Budgets and Goals
EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
EP 123 | Federal Rate Trajectory + 3 Things to Consider Before the End of 2025
EP 122 | Gold Swings, Job Changes, and Estate Planning Essentials
EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation
EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings
EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement
EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success
EP 116 | Rising National Debt and Social Security
EP 115 | Tariffs and September Market Updates
EP 114 | Understanding the Federal Reserve & Retirement Planning
EP 113 | When to Hire a Financial Advisor
EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes
EP 111 | All-Weather Retirement & POA and Beneficiary Designations
EP 110 | Key Details of The Big Beautiful Bill
EP 109 | Inflation Insights, Powell's Impact, Underfunded Pitfalls & the Big Beautiful Bill
EP 108 | Risk Tolerance vs Risk Capacity
EP 107 | Going Up the Retirement Mountain + Income Planning
EP 106 | Summer Financial Resolutions & Pre-Retirement Income Planning
EP 105 | Taking Advantage of the Higher Rate Environment
EP 104 | Mid-Year Recap, 7 priorities For Your Income & RMDs
EP 103 | Credit Downgrade, Retirement Mistakes & The Big Beautiful Bill pt. 2
EP 102 | ‘The Dip', Tax Deductions & Exemptions and The Big Beautiful Bill
EP 101 | S corps and When to Hire a Bookkeeper + Pros & Cons of a Small Business Plan
EP 100 | Tax Planning for Small Business & What to Do in a Downturn?
EP 99 | Zooming Out for Perspective & Should I Retire NOW?
EP 98 | Tariffs, More Market Volatility & 401K Limits
EP 97 | Having a Plan for Market Volatility
EP 96 | Tariff Tantrums & The 5 Things to Remember when Markets Are Volatile
EP 95 | Quarter 1 Gut-Check & How Much Does Being Rich Matter in Retirement?
EP 94 | Latest Market Update & Tax Credits for New Business Retirement Plans
EP 93 | Market Volatility and Current Debt + Tax Brackets
EP 92 | Recent Market Volatility + Long-Term Care
EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback
EP 90 | The Gorilla in the Economic Room & Scary Estate Stories
EP 89 | Best & Worst Stock Market Performances by President and the Strength of the U.S. Dollar
EP 88 | Latest CPI, Construction & Remodel Loans, 5 Reasons Why People Procrastinate, & The Great Wealth Transfer
EP 87 | Tariffs, Home Refinancing and Old 401Ks
EP 86 | Market Volatility, Diversification, Annuities & Concentrated Positions
EP 85 | Update on the Markets + Helping Elder Parents
EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs
EP 83 | S&P 500, IRAs and 401Ks in 2025 + Inherited IRAs
EP 82 | New Year Reminders, Top 5 Wealthiest People & Bonds
EP 81 | Looking Back at 2024 and Into 2025: Concentrated Positions, Fed Rate Cut, GDP & Divorce Question
EP 80 | December Markets and Tax Efficient Strategies & Withdrawals
EP 79 | Update on Bonds & the Stock Market
EP 78 | The Santa Claus Rally, In-Service Withdrawals and Your 401K
EP 77 | Areas of Market Opportunity and Outlook with Inflation
EP 76 | Post-Election Impact, 7 Priorities for Money & Helping Older Family Organize Finances
EP 75 | Leaving a Job, 5 Retirement Rules That Could Hurt & Pros & Cons of Real Estate in Retirement
EP 74 | Election Reaction, Tax Saving Strategies, Rolling a 401K and Price Financial Group Process
EP 73 | The Election, Q4 2024 And Kids Returning to the Nest in Retirement
EP 72 | More Mortgage Updates, Trusts & Pets and When to Get out of Cash
EP 71 | The Economy and Election, Mortgage Update with Cindy Miller, Trusts and More
EP 70 | Unexpected Jobs Report and Qualified vs. Non-Qualified
EP 69 | Q4 Reminders & 4 Components to an Income Plan for Managing Retirement
EP 68 | The Fed Lowers Interest Rates, Mistakes High-Net-Worth People Make & 4 Keys to Downsizing
EP 67 | Financial Impacts for Election 2024 & 13 Ways to Save on Retirement Travel
EP 66 | Current Markets, Rates & Trading in August
EP 65 | Recent Market Rates, Japan, Real Estate & Local Layoffs
EP 64 | Recent Market Volatility
EP 63 | Five Things to Prepare for a Possible Recession
EP 62 | Social Security Running Out?
EP 61 | Don't Tie Your Portfolio to Politics
EP 60 | Creating a Reliable Retirement & Gifting in Retirement
EP 59 | Summer 2024 and Four Action Items
EP 58 | Halfway Through 2024, Taking vs Not Taking Advice From Others
EP 57 | Economy vs Stock Market, Inflation-Housing & the U.S. as a Reserve Currency
EP 56 | Fear and Anxiety to Inaction & The Treasury Tax Equivalent Yield
EP 55 | Helping Elder Parents and Family Retirement
EP 54 | Common Mistakes in Retirement
EP 53 | The Three-Legged Stool and Process Reviewing Statements
EP 52 | Retirement Income and Stretch IRAs
EP 51 | Roll 401K, Estate Fiduciaries and Listener Questions
EP 50 | Technical Fundamental Analysis and Transfer of Assets
EP 49 | For a Retirement Planner, Find Someone That Can Personalize Your Experiences
EP 48 | How Election Season Affect Retirements
EP 47 | Getting Lazy Money Working for You
EP 46 | Inflation, the Fed and the Breadth of the Market
EP 45 | Navigating Those All-Weather Potholes
EP 44 | S&P 500 Back to All-Time Highs to Start 2024
EP 43 | 7 Things to Do If You Are Retiring in 2024
EP 42 | Why You Should Work with An Advisor
EP 41 | The Importance of Tax Planning
EP 40 | End-of-Year Reminders
EP 39 | There May Still Be Headwinds in the Market
EP 38 | Banks, Money and the Ticking Tax Time Bomb
EP 37 | Best of Investing Simplified
EP 36 | Signs Indicate Recession is Still Coming
EP 35 | Treasuries the Safest Bet in the Market
EP 34 | A Choppy Year for the Market
EP 33 | Inflation, Markets and Estate Planning
EP 32 | Best of Investing Simplified
EP 31 | Best of Investing Simplified
EP 30 | Losing a Loved One
EP 29 | Un-Retiring
EP 28 | IRAs: Roth vs. Traditional Conversions
EP 27 | Debates and Politics
EP 26 | Mortgage Standards in Current Economy
EP 25 | Volatility in the Market
EP 24 | Multi-Year Guaranteed Annuities and Introducing eLegacy
EP 23 | Retirement Hazard Zones
EP 22 | Market Outlooks and What It Could Mean for You
EP 21 | Five Rules That Could Hurt You
EP 20 | Updates on the Market
EP19 | Income in Retirement
EP18 | How to Protect Yourself From Inflation
EP17 | Five Reasons to Have a Financial Advisor in Retirement
EP16 | Five Steps for a Stronger Retirement Plan
EP15 | The Whens of Retirement: RMDs, Social Security and Other Matters
EP14 | Making a Plan for Retirement in Today's Environment
EP13 | How to Make Your Money Grow in Volatile Markets and During Rampant Inflation
EP12 | Income in Retirement: Banks, Life Insurance, Roth IRAs
EP11 | Seven Priorities for Money
EP10 | FOMO
EP09 | Technical & Fundamental Market Analysis
EP08 | Investing Simplified Mash-up
EP07 | You Inherited Money, Now What?
EP06 | Long Term Outlook
EP05 | Dealing With Layoffs
EP04 | Financial – Housing Market Update & Stretch IRAs
EP03 | How To Face A Recession
EP02 | Tax Law Changes to Required Minimum Distributions & More
EP01 | 7 New Year Priorities
EP52 | Full Year In Review
EP51 | Investing Simplified
EP50 | Investing Simplified
EP49 | Investing Simplified
EP48 | Investing Simplified – Rerun
EP47 | Investing Simplified
EP34 | Investing Simplified
EP26 | Investing Simplified Best of Mashup
EP18 | Best of Investing Simplified
EP17 | Best of Investing Simplified
EP16 | Mortgage Rate Hikes and Economic Cycle
EP15 | Unemployment Rate and Social Security Options
EP14 | Value of Working With An Advisor
EP13 | Market Correction and Inflation
EP12 | Best of Investing Simplified Mashup
EP11 | Global Tensions and Market Volatility
EP10 | The Brain Trust | Top Common Mistakes
EP09 | Active Management Through Volatility
EP08 | 401(k) Misconceptions
EP07 | 5 Mistakes to Look Out For | Best-Of
EP06 | Tax Changes, SALT Deductions & Wills/Trusts
EP05 | Planning for market volatility
EP04 | Pension Annuity Income vs Lump Sum
EP03 | Keven, Taylor and Bo Answer Your Questions
EP02 | 7 Topics to Explore before retirement
EP01 | Staying invested or timing the market?
EP52 | What to look out for in 2022?
EP51 | What does risk management mean?
EP50 | The Brain Trust | End of Year Tax Planning
EP49 | The Brain Trust | Top Common Mistakes
EP48 | Mortgages, Property Taxes and Giving Thanks
EP47 | Inflation, Housing, & Conforming Limits
EP46 | Property Taxes
EP45 | Lazy Money – Advisors – Leading Indicators
EP44 | Market Fluctuation & Roth Conversions
EP43 Best of Investing Simplified
EP42 Long term investment strategy, Long Term Care and more!
EP41 Tax Changes in the Future
EP41 Tax Changes in the Future | October 09, 2021
October 02, 2021 | Episode 40 | Housing Shortage, Jobs Wanted, & More
September 25, 2021 | Episode 39 | Best of Investing Simplified
September 18, 2021 | Episode 38 | Best of Investing Simplified
September 11, 2021 | Episode 37 | 5 Mistakes to Look Out For | Remembering 9/11
September 04, 2021 | Episode 36 | Corporate Stock Buybacks and Getting Estate Questions Answered with Taylor
August 28, 2021 | Episode 35 | Alternative Investment Strategies & Retirement Income Options
August 21, 2021 | Episode 34 | What Does Risk Management Mean?
August 14, 2021 | Episode 33 | What Will Happen to your Bonds if Rates Raise?
August 07, 2021 | Episode 32 | Market Update and Beneficiary IRAs
July 31, 2021 | Episode 31 | Best of Mashup
July 24, 2021 | Episode 30 | Required Minimum Distributions
July 17, 2021 | Episode 29 | How to Deal with Inflation & Rate Increases?
July 10, 2021 | Episode 28 | Lazy Money – Advisors – Leading Indicators
July 03, 2021 | Episode 27 | Best of Investing Simplified
June 26, 2021 | Episode 26 | Best of Investing Simplified
June 19, 2021 | Episode 25 | Best of Investing Simplified
June 12, 2021 | Episode 24 | Best of Investing Simplified
June 05, 2021 | Episode 23 | Reviewing TSP Options, Gifting and Inheritance
May 29, 2021 | Episode 22 | Rental Real Estate, Impact of Proposed Tax Changes and Setting Goals
May 22, 2021 | Episode 21 | Inflation, compound interest and options for your 401(k)
May 15, 2021 | Episode 20 | 7 Topics You Should Explore Prior To Retirement
May 08, 2021 | Episode 19 | Proposed Capital Gains Changes Explained
May 01, 2021 | Episode 18 | Best of Investing Simplified
April 24, 2021 | Episode 17 | What is a CFP®? How it helps YOU.
April 17, 2021 | Episode 16 | Investing for the Long Term
April 10, 2021 | Episode 15 | Financial Spring Cleaning
April 03, 2021 | Episode 14 | Staying on the Market Rollercoaster
March 27, 2021 | Episode 13 | Inflation & The Market Report
March 20, 2021 | Episode 12 | The 5 Reasons why Required Minimum Distributions aren’t Bad
March 06, 2021 | Episode 10 | Taxes, Current Markets & Cover Your Assets
February 27, 2021 | Episode 09 | A Fluctuating Market
February 20, 2021 | Episode 08 | Massive Gains in the Market
February 13, 2021 | Episode 07 | Ballooning National Debt
February 06, 2021 | Episode 06 | GameStop & Bitcoin, Explained
January 30, 2021 | Episode 05 | Best of Investing Simplified #01
January 23, 2021 | Episode 04 | Market Report
January 16, 2021 | Episode 03 | The Knowledge Trust is Back!
January 9, 2021 | Episode 2 | Investment Possibilities & Cover Your Assets
January 2, 2021 | Episode 1 | Happy New Year!
Episode 48 | COVID SHOW 38 | End of Year Show
Episode 47 | COVID SHOW 37 | Planning for the Future
Episode 46 | COVID SHOW 36 | Roth vs Traditional – What's the difference?
Episode 45 | COVID SHOW 35 | Keven Steege is Back!
Episode 44 | COVID SHOW 34 | Introducing Matt Sudol
Episode 43 | COVID SHOW 33 | Post-Election Risks
Episode 42 | COVID SHOW 32 | Retirement "Termites"
Episode 41 | COVID SHOW 31 | Retirement Risks – Asset Allocation & More
Episode 40 | COVID SHOW 30 | Election Market | Property Tax Appeals
Episode 39 | COVID SHOW 29 | Diversification vs Asset Allocation
Episode 38 | COVID SHOW 28 | The Roller Coaster, The Market
Episode 37 | COVID SHOW 27 | What's Going To Happen?… the election.
Episode 36 | COVID SHOW 26 | HSAs, Priorities of Investing, & Peace of Mind
Episode 35 | COVID SHOW 25 | IPOs, Cover Your Assets, & Coming Soon!
Episode 34 | COVID SHOW 24 | Stock Splits, Probate, & Active vs Passive Investing
Episode 33 | COVID SHOW 23 | Talking Good Investments