Episodios

  • EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill

    EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
    Oct 19 2025
    This week’s show delved into both current financial market updates and timely tax strategies for 2025. Matt Sudol and Matt Mai highlighted the notable volatility in the market, driven by government shutdowns, Federal Reserve rate considerations, and the outsized influence of the “Magnificent Seven”—the biggest tech-focused companies within the S&P 500. They compared recent returns from these major players to broader market performance and emphasized why diversification is crucial, especially as international markets and bonds begin to recover. The conversation also touched on planning around new tax rules, including expanded state and local tax deductions and bonus senior deductions, urging listeners to review their financial plans before year-end to maximize tax benefits.

    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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 m
  • Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings

    Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings
    Oct 12 2025
    This week on "Investing Simplified," Matt Sudol and Matt Mai examined the recent market rebound following earlier volatility, drawing parallels to previous downturns and emphasizing how quickly markets can recover. They discussed the importance of keeping your financial “buckets”—growth, emergency, and protection—balanced, and explained how every investor’s situation is unique, whether accumulating wealth, approaching retirement, or actively drawing income. The duo highlighted the need for ongoing portfolio review and rebalancing to manage risk, especially given high market valuations, and encouraged listeners to schedule complimentary consultations to discuss their individual financial roadmap.

    Additionally, the show covered significant updates from the newly signed tax bill, effective for 2025, which brings changes such as expanded deductions for seniors, an increased SALT cap, and boosts to child tax credits. Matt and Matt stressed the importance of proactive tax planning in light of these changes and reminded listeners about the value of thorough estate planning—including trusts and privacy provisions—to protect family assets.


    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 m
  • EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement

    EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement
    Sep 28 2025
    This week, Matt Sudol and Matt Mai addressed tax season surprises and emphasized the value of year-round tax planning for individuals and business owners alike. They discussed how recent Federal Reserve interest rate cuts are influencing savings, investment strategies, and the housing market, noting that savers should consider locking in longer-term rates while mortgage rates remain elevated, impacting home buying and selling.

    The show also shared real-life examples highlighting the risks of neglecting wills and beneficiary updates. Common mistakes—such as improper asset gifting and titling—can lead to costly tax consequences and unintended outcomes for heirs. The hosts repeatedly advised listeners to seek professional guidance, reminding them that tailored consultations are available for tax, investment, retirement, and estate planning questions to help secure and simplify their financial future.


    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
    Más Menos
    57 m
  • EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success

    EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success
    Sep 21 2025
    This week on Investing Simplified, Bo Caldwell and Matt Sudol tackled some of the most persistent myths and rules of thumb that can trip up even savvy investors and small business owners. They emphasized the importance of proactive planning—whether for taxes, retirement rollovers, or choosing the right business retirement plan—and highlighted that relying on generic rules like the 4% withdrawal rate, eliminating all debt, or blindly following Social Security timing can lead to costly mistakes. Instead, they recommend tailoring strategies to each individual’s specific situation, noting that successful investing is less about outsmarting market movements and more about maintaining a well-constructed, diversified plan that fits personal goals and comfort levels. The show also featured a segment on estate planning to explain the differences between community property and separate property states, and how these distinctions can affect taxes and inheritance.


    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
    Más Menos
    57 m
  • EP 116 | Rising National Debt and Social Security

    EP 116 | Rising National Debt and Social Security
    Sep 14 2025
    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
    Más Menos
    57 m
  • EP 115 | Tariffs and September Market Updates

    EP 115 | Tariffs and September Market Updates
    Sep 7 2025
    This week on "Investing Simplified," Bo Caldwell returned to discuss recent market volatility, emphasizing the impact of economic factors such as tariffs, inflation, and wage pressures on investment portfolios. Caldwell highlighted September's historical reputation as a challenging month for the stock market, stressing the importance of staying invested, maintaining a diversified portfolio, and using market dips as buying opportunities, especially for long-term savers. He also discussed the dangers of concentrating solely on large indexes like the S&P 500, drawing parallels to past market corrections, and encouraged listeners to seek professional guidance in building robust, personalized financial plans that can help weather future market downturns.

    Beyond market analysis, the show featured candid conversations about practical financial and life planning with Matt Sudol & Matt Mai, including the vital need for proactive estate and long-term care planning. Listeners heard real-life experiences about the challenges of caring for aging parents, the importance of having power of attorney and advanced health directives in place, and strategies for preserving assets in the event of long-term care needs, including Medicaid planning. The team urged listeners to review their retirement accounts, especially old 401(k)s, and to keep beneficiary and asset allocations up to date, offering complimentary consultations to help families prepare for unforeseen events and ensure financial security in retirement.

    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
    Más Menos
    57 m
  • EP 114 | Understanding the Federal Reserve & Retirement Planning

    EP 114 | Understanding the Federal Reserve & Retirement Planning
    Aug 31 2025
    In this week's episode of Investing Simplified, the hosts delve into strategic financial planning and the implications of current economic conditions on retirement and investing, as well as the impact of recent economic forums where Federal Reserve Chairman Jerome Powell hinted at potential monetary policy changes. They stress the importance of remaining flexible and informed but caution against letting short-term market volatility disrupt long-term financial plans.


    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

    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
    Más Menos
    57 m
  • EP 113 | When to Hire a Financial Advisor

    EP 113 | When to Hire a Financial Advisor
    Aug 17 2025
    In this week's episode of Investing Simplified, hosts Matt Sudol and Matt Mai explore the complexities of financial planning for both individuals and businesses. The episode also delves into current market trends, noting the S&P 500's all-time highs and the significant capital expenditure by major companies like those in the "Magnificent Seven" group. The Matts discuss how tariffs and government regulations are influencing these companies and the overall market. The conversation highlights the potential volatility and risks involved with high market enthusiasm, particularly in light of technological advancements such as AI.


    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

    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
    Más Menos
    57 m