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 varying types or degrees of experience, with an edifying experience through the information our veteran hosts and numerous guests will deliver.
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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.
This week’s episode of Investing Simplified focused heavily on tax planning, the challenges of increasing government spending, and strategies for future-proofing retirement income. Bo Caldwell led a discussion on how rising national debt and evolving tax laws may impact Social Security benefits and personal tax burdens in the years ahead, emphasizing the importance of tax diversification in retirement portfolios. The team highlighted that while tax-deferred accounts are widely used, understanding how to balance taxable, tax-free, and capital gains income is crucial to minimize future liabilities.
The show also welcomed mortgage specialist Chris Zenner to explore options for homeowners considering renovations, construction, or transitioning to new properties amid higher interest rates. Throughout the episode, the hosts reinforced the need for detailed financial planning—from budgeting and setting realistic retirement goals to navigating home financing and estate strategies—urging listeners to seek personalized advice to maximize financial confidence and readiness for life’s uncertainties.
Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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