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 126 | 2025 Rates, Retirement Income Planning & Qualified Charitable Distributions

    EP 126 | 2025 Rates, Retirement Income Planning & Qualified Charitable Distributions
    Dec 7 2025
    This week's episode of Investing Simplified, hosted by Matt Sudol and Matt Mai of Price Financial Group, focused on the evolving landscape of interest rates, inflation, and their impact on personal finance as we approach the end of the year. The discussion emphasized the importance of reviewing cash holdings, savings rates, and mortgage options amid recent Federal Reserve rate cuts and volatile treasury yields. Matt and Matt explained how short-term interest rates have dropped more significantly than long-term rates, influencing products like money markets and CDs. They also highlighted the necessity of maintaining adequate emergency funds and actively checking the competitiveness of rates offered by banks, especially as mortgage rates and housing prices remain elevated.

    The show also dedicated time to retirement income planning, breaking down the five main sources: Social Security, pensions, IRA or 401(k) withdrawals, taxable brokerage income, and rental or business income. Strategies for maximizing benefits and making tax-efficient decisions—such as timing Social Security claims and considering qualified charitable distributions for required minimum IRA withdrawals—were discussed. Both Matt Sudol and Matt Mai reminded listeners of the importance of early planning, consulting qualified professionals, and taking advantage of complimentary consultations available.


    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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 125 | Setting Budgets and Goals

    EP 125 | Setting Budgets and Goals
    Nov 30 2025
    This week’s episode of "Investing Simplified" focused on strategies to address common financial surprises—like unexpected tax bills and the challenges of planning income for retirement. The conversation explored how certain things can complement Social Security by covering a greater portion of retirement income needs, helping reduce reliance on other assets. Listeners were reminded of the importance of planning ahead and maintaining liquidity.

    The show also delved into financial planning basics, including how to reverse engineer a spending plan, determine required rates of return, and the need for ongoing review due to life changes and market conditions. Estate attorney Ryan Crandall joined the segment to emphasize the necessity of estate documents, such as powers of attorney, to prevent burdensome legal processes for loved ones in the event of incapacity. The hosts encouraged listeners to stay engaged in household financial decisions and to seek professional guidance.


    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 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor

    EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
    Nov 16 2025
    This week’s episode of “Investing Simplified” with Matt Sudol and Matt Mai focused on helping listeners navigate the current economic landscape, tax changes, and financial planning strategies. The hosts discussed significant recent events, including the ongoing U.S. government shutdown and its effects on travel and benefits, rumors of potential stimulus rebates, and the upcoming Oregon “kicker” refund for state taxpayers. They also tackled various home finance topics, such as the pros and cons of a proposed 50-year mortgage, affordability challenges in real estate, and the impact of Federal Reserve interest rate decisions.

    In the latter part of the show, attention shifted to practical tax and retirement savings strategies, clarifying the differences between Roth and traditional IRAs, income limitations, and 401(k) contribution rules. Their guest, Ryan from E-Legacy Law, shared advice on overcoming common obstacles to estate planning, including time constraints, fear, denial, indecisiveness, and concerns over cost.


    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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