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    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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
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    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
  • EP 113 | When to Hire a Financial Advisor

    EP 113 | When to Hire a Financial Advisor
    Aug 17 2025
    In this week's episode of Investing Simplified, hosts Matt Sudol and Matt Mai explore the complexities of financial planning for both individuals and businesses. The episode also delves into current market trends, noting the S&P 500's all-time highs and the significant capital expenditure by major companies like those in the "Magnificent Seven" group. The Matts discuss how tariffs and government regulations are influencing these companies and the overall market. The conversation highlights the potential volatility and risks involved with high market enthusiasm, particularly in light of technological advancements such as AI.


    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
  • EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes

    EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes
    Aug 10 2025
    In this week's episode of "Investing Simplified," the Matts delve into the current state of the economy and retirement planning strategies. They cover a variety of topics, including the uncertainty surrounding Federal Reserve rate decisions, the impact of tariffs on inflation, and the consequences for employment numbers. By discussing Jerome Powell's wait-and-see approach amid pressure from economic indicators and the potential for rising unemployment, they highlight the importance of understanding how these macroeconomic factors affect individual financial planning. The hosts provide insights into making strategic financial decisions, focusing on managing retirement rollovers and considering future tax implications.

    Furthermore, the show emphasizes the necessity of retirement planning, offering valuable tips for those preparing to navigate financial decisions during this phase of life. The hosts discuss the significance of diversifying tax strategies through Roth conversions, understanding the optimal time to claim Social Security benefits, and managing withdrawals from retirement accounts. They also touch on the role of financial advisors in maintaining a balanced and diversified portfolio to adapt to market fluctuations.


    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 111 | All-Weather Retirement & POA and Beneficiary Designations

    EP 111 | All-Weather Retirement & POA and Beneficiary Designations
    Aug 3 2025
    This week's "Investing Simplified" radio show addressed a variety of financial topics. The show offered support by providing strategies that could save money and emphasized the need for evaluating retirement plans, such as 401k rollovers, particularly for those transitioning into new employment or entering retirement. The hosts also prompted listeners to consider scheduling consultations for personalized financial advice.

    Additionally, the hosts delved into the economic implications of tariffs and inflation. They highlighted how recent tariffs could lead to increased consumer prices and potentially affect market stability, expressing concerns about the long-term financial impact on ordinary consumers, especially retirees on fixed incomes. The discussion also touched upon estate planning, emphasizing privacy and flexibility offered by trusts compared to wills, and the necessity of proper financial titling and beneficiary designations.


    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
  • EP 110 | Key Details of The Big Beautiful Bill

    EP 110 | Key Details of The Big Beautiful Bill
    Jul 27 2025
    This week's episode of "Investing Simplified" began by addressing tax management for small business owners and individuals with retirement plans. The show's discussion centered around the necessity of strategic tax planning following the recent passing of the significant Big Beautiful Bill bill on July 4th. The bill extends key provisions from the 2017 tax cuts and includes new tax cuts for both individuals and businesses. Special attention was given to the newly increased deductions that can considerably lower taxable income, especially for residents in high-tax areas like Multnomah County. The bill also introduces a senior bonus deduction and a higher cap on deductions for state and local taxes, aimed at reducing overall tax liabilities.

    The show further elaborated on the implications of this bill for different income groups and scenarios, such as tips and overtime income deductions, which now offer tax-relief for those earning $150,000 or less. Additionally, the show explored the strategic benefits of qualified business income deductions, expanded estate tax exemptions, and new tax-advantaged savings accounts for children. Matt Mai encouraged listeners to review their financial scenarios, consider leveraging these changes for optimal savings, and consult with tax professionals to align their strategies with the potential tax-saving opportunities.


    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 109 | Inflation Insights, Powell's Impact, Underfunded Pitfalls & the Big Beautiful Bill

    EP 109 | Inflation Insights, Powell's Impact, Underfunded Pitfalls & the Big Beautiful Bill
    Jul 20 2025
    This week's "Investing Simplified" provided information on the Big Beautiful Bill, along with insights into tax planning, the importance of retirement account rollovers, and current economic updates. Matt Mai and Matt Sudol discussed potential economic impacts of interest rate adjustments by the Federal Reserve, focusing on inflation and market stability. They also identified six key factors contributing to retirement underfunding, such as not maximizing employer matches and allowing emotions to guide investment decisions.

    The episode wrapped up with a discussion on new tax legislation, including changes affecting social security and overtime deductions. The importance of seeking personalized advice from financial and tax professionals was emphasized, as the hosts highlighted the value of informed, proactive financial planning.


    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