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/2/2021/09/Investing-Simplified-Oct-02-2021-Episode-40_tc.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

Investing Simplified® | Bo Caldwell

October 02, 2021 | Episode 40 | Housing Shortage, Jobs Wanted, & More

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/2/2021/09/Investing-Simplified-September-25-2021-Episode-39.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

September 25, 2021 | Episode 39 | Best of Investing Simplified

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/2/2021/09/Investing-Simplified-September-18-2021-Episode-37.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

September 18, 2021 | Episode 38 | Best of Investing Simplified

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/2/2021/09/Investing-Simplified-Sept-11-2021-Episode-37_1.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

September 11, 2021 | Episode 37 | 5 Mistakes with Planners | Remembering 9/11

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/2/2021/08/Investing-Simplified-September-04-2021-Episode-36.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

September 04, 2021 | Episode 36 | Buybacks, Target Date Funds, & Estate Tax

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/2/2021/08/Investing-Simplified-August-28-2021-Episode-35.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

August 28, 2021 | Episode 35 | Alternative investment strategies & Retirement Income Options

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/2/2021/08/Investing-Simplified-August-21-2021-Episode-34.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

August 21, 2021 | Episode 34 | What Does Risk Management Mean?

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/2/2021/08/Investing-Simplified-August-14-2021-Episode-33.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

August 14, 2021 | Episode 33 | What Will Happen to your Bonds if Rates Raise?

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/2/2021/08/Investing-Simplified-August-07-2021-Episode-32.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

August 07, 2021 | Episode 32 | Market Update and Beneficiary IRAs

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/2/2021/07/Investing-Simplified-July-31-2021-Episode-31.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

July 31, 2021 | Episode 31 | Best of Mashup

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/2/2021/07/Investing-Simplified-July-24-2021-Episode-30.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

July 24, 2021 | Episode 30 | Required Minimum Distributions

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/2/2021/07/Investing-Simplified-July-17-2021-Episode-29.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

July 17, 2021 | Episode 29 | How to Deal with Inflation & Rate Increases?

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/2/2021/07/Investing-Simplified-July-10-2021_TC.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

July 10, 2021 | Episode 28 | Lazy Money – Advisors – Leading Indicators

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/2/2021/06/Investing-Simplified-July-03-2021_TC.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

July 03, 2021 | Episode 27 | Best of Investing Simplified

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/2/2021/06/Investing-Simplified-June-26-2021-Episode-26-rerun.mp3 Our Hosts: Robert (Bo) Caldwell, CFP®, ChFC®, AAMS© 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 Keven Steege – http://www.baker-colson.com/ Email: KSteege@baker-colson.com Taylor Kittell – KG Law Group Email: info@kglawgroup.com 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.

June 26, 2021 | Episode 26 | Best of Investing Simplified

Investing Simplified®, is a radio show aimed at helping listeners create a better financial future while avoiding common pitfalls of the mainstream investment market …Because what you don’t know CAN hurt you.

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Investing Simplified® | Bo Caldwell

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