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Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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

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Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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

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

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

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

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

Price Financial Group Financial Advisors Oregon and Washington

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

Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

Price Financial Group Financial Advisors Oregon and Washington

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

Price Financial Group Wealth Management, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Price Financial Group Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Price Financial Group Wealth Management, Inc. unless a client service agreement is in place. Price Financial Group Wealth Management, Inc. provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.

https://pfgwm.com/wp-content/uploads/sites/2/2025/06/Investing-Simplified-06.22.25.mp3 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

https://pfgwm.com/wp-content/uploads/sites/2/2025/06/Investing-Simplified-06.15.25.mp3 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