Investing Simplified® | Bo Caldwell

Investing Simplified® | Bo Caldwell


Latest Episodes

EP 49 | For a Retirement Planner, Find Someone That Can Personalize Your Experiences
March 27, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.24.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 48 | How Election Season Affect Retirements
March 19, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.17.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 47 | Getting Lazy Money Working for You
March 12, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/03/Investing-Simplified-03.10.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 46 | Inflation, the Fed and the Breadth of the Market
February 28, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.25.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 45 | Navigating Those All-Weather Potholes
February 19, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.11.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 44 | S&P 500 Back to All-Time Highs to Start 2024
February 09, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/02/Investing-Simplified-02.04.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 43 | 7 Things to Do If You Are Retiring in 2024
January 19, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-01.21.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 42 | Why You Should Work with An Advisor
January 16, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-01.14.24.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 41 | The Importance of Tax Planning
January 04, 2024

https://pfgwm.com/wp-content/uploads/sites/2/2024/01/Investing-Simplified-12.24.23.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan

EP 40 | End-of-Year Reminders
December 08, 2023

https://pfgwm.com/wp-content/uploads/sites/2/2023/12/Investing-Simplified-12.10.23.mp3 There are a lot of people with great intentions for their finances who are led astray by biased advice from finan