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Price Financial Group | Financial Advisors | Beaverton, Oregon

Price Financial Group | Financial Advisors | Beaverton, Oregon

  • Home
  • About
    • Why Us?
    • Our Process
  • Team
    • Our Team
    • Bo Caldwell, CFP®, ChFC®
    • Matt Sudol
    • Matt Mai, AAMS®
    • David Ross
    • Benjamin Hosseini
    • Mikela Rapattoni
    • Brandt Oxley
  • Services
  • Radio Show
  • Recent Posts
  • Contact

Radio Show

Radio Show

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.

Available on all major platforms!

Investing Simplified | Price Financial Group
Investing Simplified | Price Financial Group

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.

EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
byMatt Sudol

This week’s episode of “Investing Simplified” with Matt Sudol and Matt Mai focused on helping listeners navigate the current economic landscape, tax changes, and financial planning strategies. The hosts discussed significant recent events, including the ongoing U.S. government shutdown and its effects on travel and benefits, rumors of potential stimulus rebates, and the upcoming Oregon “kicker” refund for state taxpayers. They also tackled various home finance topics, such as the pros and cons of a proposed 50-year mortgage, affordability challenges in real estate, and the impact of Federal Reserve interest rate decisions.

In the latter part of the show, attention shifted to practical tax and retirement savings strategies, clarifying the differences between Roth and traditional IRAs, income limitations, and 401(k) contribution rules. Their guest, Ryan from E-Legacy Law, shared advice on overcoming common obstacles to estate planning, including time constraints, fear, denial, indecisiveness, and concerns over cost.

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

EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
November 16, 2025
Matt Sudol
EP 123 | Federal Rate Trajectory + 3 Things to Consider Before the End of 2025
November 9, 2025
Matt Sudol
EP 122 | Gold Swings, Job Changes, and Estate Planning Essentials
November 2, 2025
Matt Sudol
EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation
October 26, 2025
Matt Sudol
EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
October 19, 2025
Matt Sudol
EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings
October 12, 2025
Matt Sudol
EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement
September 28, 2025
Matt Sudol
EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success
September 21, 2025
Matt Sudol
EP 116 | Rising National Debt and Social Security
September 14, 2025
Matt Sudol
EP 115 | Tariffs and September Market Updates
September 7, 2025
Matt Sudol
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(503) 253-3000
7160 SW Fir Loop
Suite 201
Tigard, OR 97223

2024 Copyright © All Rights Reserved. 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. This website is solely for informational purposes. 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.

2024 Copyright © All Rights Reserved. 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. This website is solely for informational purposes. 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.