Episodes

  • EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback

    EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback
    Mar 9 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/03/Investing-Simplified-03.09.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 90 | The Gorilla in the Economic Room & Scary Estate Stories

    EP 90 | The Gorilla in the Economic Room & Scary Estate Stories
    Mar 2 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/02/Investing-Simplified-03.02.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 89 | Best & Worst Stock Market Performances by President and the Strength of the U.S. Dollar

    EP 89 | Best & Worst Stock Market Performances by President and the Strength of the U.S. Dollar
    Feb 23 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/02/Investing-Simplified-02.23.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 88 | Latest CPI, Construction & Remodel Loans, 5 Reasons Why People Procrastinate, & The Great Wealth Transfer

    EP 88 | Latest CPI, Construction & Remodel Loans, 5 Reasons Why People Procrastinate, & The Great Wealth Transfer
    Feb 16 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/02/Investing-Simplified-02.16.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 87 | Tariffs, Home Refinancing and Old 401Ks

    EP 87 | Tariffs, Home Refinancing and Old 401Ks
    Feb 9 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/02/Investing-Simplified-02.09.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
    Show more Show less
    57 mins
  • EP 86 | Market Volatility, Diversification, Annuities & Concentrated Positions

    EP 86 | Market Volatility, Diversification, Annuities & Concentrated Positions
    Feb 2 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-02.02.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
    Show more Show less
    57 mins
  • EP 85 | Update on the Markets + Helping Elder Parents

    EP 85 | Update on the Markets + Helping Elder Parents
    Jan 26 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-01.26.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
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    57 mins
  • EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs

    EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs
    Jan 19 2025
    https://pfgwm.com/wp-content/uploads/sites/2/2025/01/Investing-Simplified-01.19.25.mp3 Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success. That’s why Price Financial Group Wealth Management created Investing Simplified — a podcast dedicated to demystifying the complexities of finance and investing. Join our experienced hosts and guest experts as they break down financial concepts into practical, actionable insights. Whether you’re a seasoned investor or just getting started, Investing Simplified is your go-to resource for honest advice and proven strategies to help you build a confident financial future. Meet the Hosts: Matt Mai - CIO & Wealth Manager Matt Sudol - COO & Wealth Manager Bo Caldwell - CCO & Wealth Manager Tune in and take charge of your financial journey with clarity and confidence! Schedule A Complimentary Consultation
    Show more Show less
    57 mins