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    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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    Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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
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    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
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    30 mins
  • EP 135 | 401k Allocation, Sequence of Returns & Business Retirement Options

    EP 135 | 401k Allocation, Sequence of Returns & Business Retirement Options
    Mar 22 2026
    This week on Investing Simplified, Matt Sudol and Matt Mai of Price Financial Group tackle common misconceptions about 401(k) accounts and retirement planning. The hosts clarify that, while mutual funds within a 401(k) are typically managed by fund managers, overall portfolio management and asset allocation decisions fall to plan participants. Many investors mistakenly believe their entire 401(k) is actively managed by the provider, but in reality, periodic review and adjustments may be needed, especially as retirement approaches. The episode emphasizes the importance of annual check-ins to ensure contribution levels, fund choices, and risk profiles remain aligned with personal goals, as well as the value of professional guidance through complimentary consultations.

    In addition, the show discusses the concept of "sequence of return risk"—the risk that market downturns early in retirement can significantly impact income planning and asset longevity. Diversification and the inclusion of conservative investments, such as cash or short-duration bonds, may help mitigate this risk. The conversation also explores retirement planning for business owners, highlighting the importance of maintaining both emergency reserves and adequately funded retirement accounts to reduce reliance on the business for future financial security. Listeners are encouraged to reach out for personalized advice and complimentary consultations to review or establish retirement strategies that best suit their needs.


    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 134 | Oil and Global Tension + 401k Balances Hit Highs

    EP 134 | Oil and Global Tension + 401k Balances Hit Highs
    Mar 15 2026
    This week on Investing Simplified, Matt Sudol and Matt Mai from Price Financial Group discussed the ongoing volatility in the markets, with a focus on the critical role of oil as both a commodity and a driver of inflation. Listeners learned about recent disruptions impacting oil supply, including local pipeline issues in the Pacific Northwest and escalating Middle East tensions that could affect global prices via the Strait of Hormuz. The Matt’s emphasized how fluctuations in oil prices can ripple through the economy—impacting everything from transportation to grocery costs—and discussed how these factors can influence inflation, Federal Reserve policy decisions, and, ultimately, investment portfolios.

    The show also highlighted recent positive trends in retirement accounts, noting the average 401(k) balance reached $146,100 at the end of 2025, with record numbers of "401k millionaires." However, the hosts cautioned that benchmarks and averages are less relevant than one’s individual goals, liabilities, and life stage. To help listeners navigate current market dynamics, Matt and Matt provided practical tips on reviewing asset allocations, rebalancing portfolios, and using strategies like dollar-cost averaging to manage risk. They reminded listeners that, while market movements may be unpredictable, having a thoughtful, customized plan is key—and invited them to schedule a complimentary consultation to review their own circumstances.


    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 133 | Global Conflicts, Value vs Growth & Fixed Income

    EP 133 | Global Conflicts, Value vs Growth & Fixed Income
    Mar 8 2026
    This week on Investing Simplified, Matt Sudol and Matt Mai discussed recent global events and their impact on market volatility. With ongoing geopolitical tensions, particularly those involving Iran and Venezuela, the hosts explained that while markets may initially react to uncertainty, they typically stabilize as the effects become clear. Oil price fluctuations and their influence on company costs were highlighted, as well as the importance of resisting emotional reactions and maintaining a balanced, diversified portfolio. The show emphasized that decisions should be driven by thoughtful planning, not market fear, and encouraged listeners to review their own allocations, including international exposure and sector weightings, especially in times of uncertainty.

    The episode also addressed the difference between growth and value stocks using Caterpillar’s performance as an example and provided insight into the fixed-income space, particularly bonds and their credit quality, duration, and potential tax benefits. Whether considering corporate, government, or municipal bonds, the hosts stressed the importance of consulting tax and financial professionals before making investment decisions.


    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 132 | Roth Conversion Strategy

    EP 132 | Roth Conversion Strategy
    Feb 22 2026
    The hosts of Investing Simplified discuss the importance of comprehensive financial planning, highlighting the need for diversification across asset types and tax buckets, including pre-tax, tax-free, and taxable accounts. They emphasize that every individual’s financial situation is unique and encourage listeners to consult with professional advisors before making any investment or gifting decisions. The show provides practical advice on managing income, charitable giving, and estate planning, always reminding listeners that gifting and spending choices should be carefully weighed against future needs and potential unexpected expenses.

    A central topic is Roth IRA conversions, which the hosts describe as a powerful but complex tax strategy. They explain that converting pre-tax retirement funds to a Roth IRA is a taxable event, but careful timing—such as waiting to move to a no-income-tax state—can potentially result in significant tax savings. The conversation covers key considerations like current and future tax brackets, state residency, required minimum distributions, and the impact on retirement income streams. Ultimately, they reinforce that Roth conversions require thoughtful calculation and professional consultation, and can help achieve long-term tax-free growth and flexibility for retirement if incorporated wisely into a personalized plan.


    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 131 | Diversification & Advisor Fees

    EP 131 | Diversification & Advisor Fees
    Feb 8 2026
    This week’s show focused on the importance of diversification in building a resilient investment portfolio. Matt Sudol and Matt Mai explained that while the term “diversification” is often tossed around by financial advisors, its real value lies in spreading investments across a range of asset classes to help mitigate risk and volatility. They discussed how each investor’s ideal asset allocation is unique, based on factors like goals, risk tolerance, and life stage.

    The discussion also covered the sometimes-overlooked topic of investment fees and costs, highlighting how charges like advisory fees, transaction costs, fund expenses, and account maintenance fees can impact overall returns. Matt and Matt broke down different types of fees, how to identify them, and stressed the importance of transparency from advisors.


    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