Investing Simplified | Price Financial Group

50 episodes listed below

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Plain talk for planning-minded investors.

The gist

Investing Simplified is a practical personal finance show centered on retirement planning, investment structure, taxes, and market volatility. Matt Sudol and Matt May keep the tone conversational while translating terms like expense ratios, sequence of returns, Roth conversions, and advisor fees into everyday decisions.

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About Investing Simplified | Price Financial Group

Investing Simplified is a personal finance show from Price Financial Group built around retirement, portfolios, taxes, and market behavior. Its core rhythm is simple. Matt Sudol and Matt May take a familiar financial worry and slow it down until the moving parts are easier to see. Retirement fears become a conversation about risk, planning, and preparation. Index funds become a lesson in how committees, sectors, ETFs, and expense ratios actually work. Advisor fees are treated as something visible on statements, not a vague cost floating somewhere in the background. The show is especially attentive to the details people often miss. It talks about account maintenance fees, ticket charges, advisory arrangements, diversification, sequence of returns, and the tax consequences of Roth conversions. Market headlines also appear, but they are usually pulled back toward planning questions. Oil, global conflict, tariffs, Caterpillar, value versus growth, and fixed income are discussed through the lens of volatility and portfolio expectations. The tone is measured and explanatory. It has the cadence of a local financial radio program, complete with Pacific Northwest weather chatter and repeated reminders about consultations. That local texture makes the show feel approachable rather than abstract. The tradeoff is that episodes can spend time on setup, disclaimers, and firm contact details before the financial discussion fully gathers speed. For the right listener, that steadiness is part of the appeal. The program is not chasing hot tips or dramatic market calls. It is more interested in vocabulary, planning discipline, and the coordination between investment choices, taxes, estate documents, and professional advice. Business owners get occasional attention through retirement options and CPA-related tax planning. Retirees and pre-retirees get repeated coverage of income planning, risk management, Roth strategy, and portfolio resilience. The clearest fit is someone who wants financial concepts explained plainly before making decisions with an advisor, accountant, attorney, or tax professional. Investing Simplified is cautious, practical, and built for listeners who prefer patient explanation to financial theater.

Made for: The show is for pre-retirees, retirees, business owners, and everyday investors who want investment and tax concepts explained before making planning decisions. It especially suits listeners who prefer education over market entertainment.

What sets it apart: Investing Simplified stands out by pairing household-level financial concerns with patient explanations of the mechanics behind portfolios, fees, indexes, taxes, and retirement strategy. Its Pacific Northwest local-radio feel gives the planning conversations a practical, familiar pace.

In their own words

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.

Why you'd press play

Advisory fees meet emergency-fund math, with Matt Sudol and Matt May keeping your calculator within reach.

Press play if you want

  • your advisor's percentage, fund expense ratio, and ticket charges translated before they quietly nibble your returns
  • a practical gut-check on how much cash your household needs before 'lazy money' earns its keep
Read the full recommendation in PlayNext →
retirement fearsindex funds and ETFsexpense ratios and advisor fees401k allocationRoth conversion strategyestate planning considerationstax planning with advisors and CPAsmarket volatility and fixed income

Talks about

Podcasts like Investing Simplified | Price Financial Group

Episodes

  1. 1

    EP 137 | Fears in Retirement, Tips on Index Funds & Tax Planning Ideas

    Matt Sudol and Matt May of Price Financial Group open with three retirement fears: running out of money, sequence-of-returns risk, and FOMO.

    Apr 19, 2026·30m·2 clips
  2. 2

    EP 136 | Estate Planning Considerations

    Matt Sudol and Matt May introduce their podcast and discuss estate planning considerations.

    Apr 12, 2026·30m
  3. 3

    EP 135 | 401k Allocation, Sequence of Returns & Business Retirement Options

    Matt Sudol and Matt May discuss 401k allocation, sequence of returns risk, and business retirement options in this episode of Investing Simplified.

    Mar 22, 2026·30m
  4. 4

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

    Matt Sudol and Matt May discuss oil prices, global tensions, and record-high 401k balances while offering investment advice.

    Mar 15, 2026·30m
  5. 5

    EP 133 | Global Conflicts, Value vs Growth & Fixed Income

    A $1,000 Caterpillar position would have become $17,007 over 20 years, versus $7,867 for the S&P 500, and Matt Sudol and Matt May use that gap to frame the value-versus-growth discussion.

    Mar 8, 2026·30m·2 clips
  6. 6

    EP 132 | Roth Conversion Strategy

    Matt Sudol and Matt May discuss the concept of an all-weather portfolio and Roth conversion strategies.

    Feb 22, 2026·30m
  7. 7

    EP 131 | Diversification & Advisor Fees

    Hidden gem

    Matt Sudol and Matt May use diversification, or not putting "all of your eggs in one basket," to explain why asset allocation spans U.S.

    Feb 8, 2026·30m·2 clips
  8. 8

    EP 130 | 5 Habits of Wealthy People & When to Bring the Advisor and CPA Together

    Hidden gem

    The Money Habits segment says wealthy people allocate 50% to needs, 30% to wants, and 20% to savings.

    Feb 1, 2026·30m·2 clips
  9. 9

    EP 129 | Spring Cleaning, Putting Lazy Money to Work & Retirement Tips

    Hidden gem

    Matt May says portfolios can drift from the original risk target after several strong market years.

    Jan 25, 2026·30m·2 clips
  10. 10

    EP 128 | Fear of Missing Out & Loss + Reducing Anxiety in Retirement

    Dec 28, 2025·57m
  11. 11

    EP 127 | S&P Targets for 2026 and the All-Weather Portfolio

    Dec 21, 2025·57m
  12. 12

    EP 126 | 2025 Rates, Retirement Income Planning & Qualified Charitable Distributions

    Dec 7, 2025·57m
  13. 13

    EP 125 | Setting Budgets and Goals

    Nov 30, 2025·57m
  14. 14

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

    Nov 16, 2025·57m
  15. 15

    EP 123 | Federal Rate Trajectory + 3 Things to Consider Before the End of 2025

    Nov 9, 2025·57m
  16. 16

    EP 122 | Gold Swings, Job Changes, and Estate Planning Essentials

    Nov 2, 2025·57m
  17. 17

    EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation

    Oct 26, 2025·57m
  18. 18

    EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill

    Oct 19, 2025·57m
  19. 19

    EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings

    Oct 12, 2025·57m
  20. 20

    EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement

    Sep 28, 2025·57m
  21. 21

    EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success

    Sep 21, 2025·57m
  22. 22

    EP 116 | Rising National Debt and Social Security

    Sep 14, 2025·57m
  23. 23

    EP 115 | Tariffs and September Market Updates

    Sep 7, 2025·57m
  24. 24

    EP 114 | Understanding the Federal Reserve & Retirement Planning

    Aug 31, 2025·57m
  25. 25

    EP 113 | When to Hire a Financial Advisor

    Aug 17, 2025·57m
  26. 26

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

    Aug 10, 2025·57m
  27. 27

    EP 111 | All-Weather Retirement & POA and Beneficiary Designations

    Aug 3, 2025·57m
  28. 28

    EP 110 | Key Details of The Big Beautiful Bill

    Jul 27, 2025·57m
  29. 29

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

    Jul 20, 2025·57m
  30. 30

    EP 107 | Going Up the Retirement Mountain + Income Planning

    Jul 9, 2025·57m
  31. 31

    EP 108 | Risk Tolerance vs Risk Capacity

    This episode discusses the difference between risk tolerance and risk capacity in financial planning.

    Jul 9, 2025·57m
  32. 32

    EP 106 | Summer Financial Resolutions & Pre-Retirement Income Planning

    Jun 22, 2025·57m
  33. 33

    EP 105 | Taking Advantage of the Higher Rate Environment

    Jun 15, 2025·57m
  34. 34

    EP 104 | Mid-Year Recap, 7 priorities For Your Income & RMDs

    Jun 8, 2025·57m
  35. 35

    EP 103 | Credit Downgrade, Retirement Mistakes & The Big Beautiful Bill pt. 2

    Jun 1, 2025·57m
  36. 36

    EP 102 | ‘The Dip', Tax Deductions & Exemptions and The Big Beautiful Bill

    May 25, 2025·57m
  37. 37

    EP 101 | S corps and When to Hire a Bookkeeper + Pros & Cons of a Small Business Plan

    May 18, 2025·57m
  38. 38

    EP 100 | Tax Planning for Small Business & What to Do in a Downturn?

    May 11, 2025·57m
  39. 39

    EP 99 | Zooming Out for Perspective & Should I Retire NOW?

    May 4, 2025·57m
  40. 40

    EP 98 | Tariffs, More Market Volatility & 401K Limits

    Apr 27, 2025·57m
  41. 41

    EP 97 | Having a Plan for Market Volatility

    Apr 20, 2025·57m
  42. 42

    EP 96 | Tariff Tantrums & The 5 Things to Remember when Markets Are Volatile

    Apr 13, 2025·57m
  43. 43

    EP 95 | Quarter 1 Gut-Check & How Much Does Being Rich Matter in Retirement?

    Apr 6, 2025·57m
  44. 44

    EP 94 | Latest Market Update & Tax Credits for New Business Retirement Plans

    Mar 30, 2025·57m
  45. 45

    EP 93 | Market Volatility and Current Debt + Tax Brackets

    Mar 23, 2025·57m
  46. 46

    EP 92 | Recent Market Volatility + Long-Term Care

    Mar 16, 2025·57m
  47. 47

    EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback

    Mar 9, 2025·57m
  48. 48

    EP 90 | The Gorilla in the Economic Room & Scary Estate Stories

    This episode discusses options for handling retirement plans after leaving an employer, including rollovers and consultations.

    Mar 2, 2025·57m
  49. 49

    EP 89 | Best & Worst Stock Market Performances by President and the Strength of the U.S. Dollar

    This episode discusses the best and worst stock market performances under different U.S.

    Feb 23, 2025·57m
  50. 50

    EP 88 | Latest CPI, Construction & Remodel Loans, 5 Reasons Why People Procrastinate, & The Great Wealth Transfer

    This episode covers the latest CPI data, construction and remodel loans, reasons for procrastination, and the great wealth transfer.

    Feb 16, 2025·57m