EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation

On this week’s episode of Investing Simplified, Matt Sudol and Matt Mai discussed the surprising strength of the market despite seasonal volatility and ongoing economic and political uncertainties. They highlighted how consumer spending, especially among the wealthiest 20% and significant investments in artificial intelligence and infrastructure, continue to drive resilience. The show emphasized the importance of portfolio diversification, risk assessment, and proactive planning for both new and seasoned investors—especially as many approach retirement.

Additionally, the show featured estate planning advice, focusing on estate tax nuances in Oregon and Washington. The hosts also addressed the rising national debt and its potential impact on Social Security and interest rates. Throughout, Matt and Matt encouraged listeners to reach out for personalized financial roadmaps, emphasizing the value of clear planning and professional advice during uncertain times.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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