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

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Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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