Investing Simplified | Price Financial Group cover art

Investing Simplified | Price Financial Group

Investing Simplified | Price Financial Group

By: Matt Sudol
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Summary

 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 Economics Personal Development Personal Finance Personal Success Politics & Government
Episodes
  • EP 138 | Psychology of Money

    EP 138 | Psychology of Money
    Apr 26 2026
    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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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    30 mins
  • EP 137 | Fears in Retirement, Tips on Index Funds & Tax Planning Ideas

    EP 137 | Fears in Retirement, Tips on Index Funds & Tax Planning Ideas
    Apr 19 2026
    In this week’s episode of "Investing Simplified," Matt Sudol and Matt Mai of Price Financial Group dive into common investor concerns surrounding retirement. The hosts address the three main fears retirees face: running out of money, enduring poor investment returns early in retirement (the "sequence of returns" risk), and the fear of missing out (FOMO) on future growth opportunities. Emphasizing the importance of comprehensive planning, they discuss how tools like annuities, diversification, and realistic return expectations can help manage these fears.

    The discussion also covers the basics of index investing, clarifying the difference between passive and active management and the significance of proper diversification beyond just a single index fund. The hosts further plant the seeds of tax planning, exploring the distinctions between Roth and traditional retirement accounts, the benefits of understanding capital gains versus ordinary income, and how strategies such as tax loss harvesting can minimize tax impact.


    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
    Show More Show Less
    30 mins
  • EP 136 | Estate Planning Considerations

    EP 136 | Estate Planning Considerations
    Apr 12 2026
    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
    Show More Show Less
    30 mins
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