EP 123 | Federal Rate Trajectory + 3 Things to Consider Before the End of 2025

This week on Investing Simplified, Matt Sudol and Matt Mai covered essential year-end financial strategies, including tax planning, required minimum distributions, and maximizing retirement contributions. They discussed common tax surprises faced by small business owners, the importance of proactive planning for 2025, and new tax rules introduced by the recently enacted "Big Beautiful Bill" (OBBB). With the economy navigating Federal Reserve interest rate changes and ongoing volatility, the hosts emphasized reviewing your financial plan before the busy holiday season and ensuring emergency savings are in place, especially as market conditions remain uncertain.

The show also provided practical retirement guidance, tackling questions about Social Security options (such as claiming at age 62 versus 70), considerations for early retirement, and the necessity of customized financial modeling for future scenarios. Estate planning was another featured topic, with special attention given to blended families and potential family conflicts.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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