Investing Simplified | Price Financial Group cover art

Investing Simplified | Price Financial Group

Investing Simplified | Price Financial Group

By: Matt Sudol
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About this listen

 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 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    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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
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    57 mins
  • Tariffs and September Market Updates

    Tariffs and September Market Updates
    Sep 7 2025
    This week on "Investing Simplified," Bo Caldwell returned to discuss recent market volatility, emphasizing the impact of economic factors such as tariffs, inflation, and wage pressures on investment portfolios. Caldwell highlighted September's historical reputation as a challenging month for the stock market, stressing the importance of staying invested, maintaining a diversified portfolio, and using market dips as buying opportunities, especially for long-term savers. He also discussed the dangers of concentrating solely on large indexes like the S&P 500, drawing parallels to past market corrections, and encouraged listeners to seek professional guidance in building robust, personalized financial plans that can help weather future market downturns.

    Beyond market analysis, the show featured candid conversations about practical financial and life planning with Matt Sudol & Matt Mai, including the vital need for proactive estate and long-term care planning. Listeners heard real-life experiences about the challenges of caring for aging parents, the importance of having power of attorney and advanced health directives in place, and strategies for preserving assets in the event of long-term care needs, including Medicaid planning. The team urged listeners to review their retirement accounts, especially old 401(k)s, and to keep beneficiary and asset allocations up to date, offering complimentary consultations to help families prepare for unforeseen events and ensure financial security in retirement.


    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
    57 mins
  • EP 114 | Understanding the Federal Reserve & Retirement Planning

    EP 114 | Understanding the Federal Reserve & Retirement Planning
    Aug 31 2025
    In this week's episode of Investing Simplified, the hosts delve into strategic financial planning and the implications of current economic conditions on retirement and investing, as well as the impact of recent economic forums where Federal Reserve Chairman Jerome Powell hinted at potential monetary policy changes. They stress the importance of remaining flexible and informed but caution against letting short-term market volatility disrupt long-term financial plans.


    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
    57 mins
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