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
  • Gold Swings, Job Changes, and Estate Planning Essentials

    Gold Swings, Job Changes, and Estate Planning Essentials
    Nov 2 2025
    This week's show kicked off with an overview of recent market moves, exploring why stocks are reaching new all-time highs despite ongoing geopolitical tension and inflation concerns. They explained the recent volatility in gold prices—attributing drops to healthy corrections after big gains, shifting global demand, and de-dollarization efforts. The conversation highlighted that, in uncertain financial climates, it's vital to tailor investments to personal circumstances.

    The show also delved into practical steps to take when leaving a job or retiring, such as understanding 401k vesting schedules, handling paid time off (PTO), and evaluating workplace insurance benefits. Estate planning expert Ryan Crandall joined to clarify the differences between wills and trusts, particularly regarding privacy and control of assets. The hosts stressed the importance of properly titling accounts, updating beneficiary designations, and ensuring legal documents like powers of attorney are on file with institutions.


    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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 121 | Balance in Your Portfolio & Risk + National Debt Conversation

    EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation
    Oct 26 2025
    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
    Más Menos
    57 m
  • EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill

    EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
    Oct 19 2025
    This week’s show delved into both current financial market updates and timely tax strategies for 2025. Matt Sudol and Matt Mai highlighted the notable volatility in the market, driven by government shutdowns, Federal Reserve rate considerations, and the outsized influence of the “Magnificent Seven”—the biggest tech-focused companies within the S&P 500. They compared recent returns from these major players to broader market performance and emphasized why diversification is crucial, especially as international markets and bonds begin to recover. The conversation also touched on planning around new tax rules, including expanded state and local tax deductions and bonus senior deductions, urging listeners to review their financial plans before year-end to maximize tax benefits.

    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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