There are a lot of people with great intentions for their finances who are led astray by biased advice from financial advisors. There are also a lot of people who are simply operating under bad financial advice in general. That’s why Price Financial Group Wealth Management decided to start a radio show called Investing Simplified. They wanted to use the show as a simple way to educate people about the truths of finance and investing. We aim to provide investors, of varying types or degrees of experience, with an edifying experience through the information our veteran hosts and numerous guests will deliver.
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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.
This week’s episode of Investing Simplified, hosted by Matt Sudol and Matt Mai of Price Financial Group, focused on the evolving landscape of interest rates, inflation, and their impact on personal finance as we approach the end of the year. The discussion emphasized the importance of reviewing cash holdings, savings rates, and mortgage options amid recent Federal Reserve rate cuts and volatile treasury yields. Matt and Matt explained how short-term interest rates have dropped more significantly than long-term rates, influencing products like money markets and CDs. They also highlighted the necessity of maintaining adequate emergency funds and actively checking the competitiveness of rates offered by banks, especially as mortgage rates and housing prices remain elevated.
The show also dedicated time to retirement income planning, breaking down the five main sources: Social Security, pensions, IRA or 401(k) withdrawals, taxable brokerage income, and rental or business income. Strategies for maximizing benefits and making tax-efficient decisions—such as timing Social Security claims and considering qualified charitable distributions for required minimum IRA withdrawals—were discussed. Both Matt Sudol and Matt Mai reminded listeners of the importance of early planning, consulting qualified professionals, and taking advantage of complimentary consultations available.
Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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