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EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings

EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings

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 This week on "Investing Simplified," Matt Sudol and Matt Mai examined the recent market rebound following earlier volatility, drawing parallels to previous downturns and emphasizing how quickly markets can recover. They discussed the importance of keeping your financial “buckets”—growth, emergency, and protection—balanced, and explained how every investor’s situation is unique, whether accumulating wealth, approaching retirement, or actively drawing income. The duo highlighted the need for ongoing portfolio review and rebalancing to manage risk, especially given high market valuations, and encouraged listeners to schedule complimentary consultations to discuss their individual financial roadmap.

Additionally, the show covered significant updates from the newly signed tax bill, effective for 2025, which brings changes such as expanded deductions for seniors, an increased SALT cap, and boosts to child tax credits. Matt and Matt stressed the importance of proactive tax planning in light of these changes and reminded listeners about the value of thorough estate planning—including trusts and privacy provisions—to protect family assets.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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