Investing Simplified | Price Financial Group Podcast Por Matt Sudol arte de portada

Investing Simplified | Price Financial Group

Investing Simplified | Price Financial Group

De: Matt Sudol
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Investing Simplified, is a radio show aimed at helping listeners create a better financial future while avoiding common pitfalls of the mainstream investment market …Because what you don't know CAN hurt you.Copyright Derek Johnson Desarrollo Personal Economía Finanzas Personales Política y Gobierno Éxito Personal
Episodios
  • 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    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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
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    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

Featured Article: The Best Investing Podcasts to Help You Build Your Portfolio


For beginner investors, we’ve compiled a list of podcasts that are perfect for getting your feet in the door. For those of you who are already familiar with investing and are looking for more specific information from experts to take your investments to the next level, there are great podcasts available for you too. This list includes the best investing podcasts—for beginners, for choosing stocks and funds, for expert investors, and for keeping up with the news.

Featured Article The Best Investing Podcasts to Help You Build Your Portfolio
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