EP 115 | Tariffs and September Market Updates

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Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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