EP 74 | Election Reaction, Tax Saving Strategies, Rolling a 401K and Price Financial Group Process

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.

Our Hosts:

1. Robert (Bo) Caldwell, CFP®, ChFC®
   • Email: bo@pricefg.com
   • Schedule an Appointment
2. Matt Mai, CIO
   • Email: matt@pricefg.com
   • Schedule an Appointment
3. Matt Sudol, Wealth Advisor
   • Email: mattsudol@pfgwm.com
   • Schedule an Appointment

Thank you to our callers, investingsimplifiedradio.com visitors, and listeners for your questions. You make Investing Simplified® possible.