
Investing Simplified | Price Financial Group
50 episodes listed below
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
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Episodes
- 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
EP 136 | Estate Planning Considerations
Matt Sudol and Matt May introduce their podcast and discuss estate planning considerations.
Apr 12, 2026·30m - 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
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
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
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
EP 131 | Diversification & Advisor Fees
Hidden gemMatt 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
EP 130 | 5 Habits of Wealthy People & When to Bring the Advisor and CPA Together
Hidden gemThe Money Habits segment says wealthy people allocate 50% to needs, 30% to wants, and 20% to savings.
Feb 1, 2026·30m·2 clips - 9
EP 129 | Spring Cleaning, Putting Lazy Money to Work & Retirement Tips
Hidden gemMatt May says portfolios can drift from the original risk target after several strong market years.
Jan 25, 2026·30m·2 clips - 10
EP 128 | Fear of Missing Out & Loss + Reducing Anxiety in Retirement
Dec 28, 2025·57m - 11
EP 127 | S&P Targets for 2026 and the All-Weather Portfolio
Dec 21, 2025·57m - 12
EP 126 | 2025 Rates, Retirement Income Planning & Qualified Charitable Distributions
Dec 7, 2025·57m - 13
EP 125 | Setting Budgets and Goals
Nov 30, 2025·57m - 14
EP 124 | 50 Year Mortgage, Oregon Tax Kicker, Roths & the Value of An Advisor
Nov 16, 2025·57m - 15
EP 123 | Federal Rate Trajectory + 3 Things to Consider Before the End of 2025
Nov 9, 2025·57m - 16
EP 122 | Gold Swings, Job Changes, and Estate Planning Essentials
Nov 2, 2025·57m - 17
EP 121 | Balance in Your Portfolio & Risk + National Debt Conversation
Oct 26, 2025·57m - 18
EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
Oct 19, 2025·57m - 19
EP 119 | Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings
Oct 12, 2025·57m - 20
EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement
Sep 28, 2025·57m - 21
EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success
Sep 21, 2025·57m - 22
EP 116 | Rising National Debt and Social Security
Sep 14, 2025·57m - 23
EP 115 | Tariffs and September Market Updates
Sep 7, 2025·57m - 24
EP 114 | Understanding the Federal Reserve & Retirement Planning
Aug 31, 2025·57m - 25
EP 113 | When to Hire a Financial Advisor
Aug 17, 2025·57m - 26
EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes
Aug 10, 2025·57m - 27
EP 111 | All-Weather Retirement & POA and Beneficiary Designations
Aug 3, 2025·57m - 28
EP 110 | Key Details of The Big Beautiful Bill
Jul 27, 2025·57m - 29
EP 109 | Inflation Insights, Powell's Impact, Underfunded Pitfalls & the Big Beautiful Bill
Jul 20, 2025·57m - 30
EP 107 | Going Up the Retirement Mountain + Income Planning
Jul 9, 2025·57m - 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
EP 106 | Summer Financial Resolutions & Pre-Retirement Income Planning
Jun 22, 2025·57m - 33
EP 105 | Taking Advantage of the Higher Rate Environment
Jun 15, 2025·57m - 34
EP 104 | Mid-Year Recap, 7 priorities For Your Income & RMDs
Jun 8, 2025·57m - 35
EP 103 | Credit Downgrade, Retirement Mistakes & The Big Beautiful Bill pt. 2
Jun 1, 2025·57m - 36
EP 102 | ‘The Dip', Tax Deductions & Exemptions and The Big Beautiful Bill
May 25, 2025·57m - 37
EP 101 | S corps and When to Hire a Bookkeeper + Pros & Cons of a Small Business Plan
May 18, 2025·57m - 38
EP 100 | Tax Planning for Small Business & What to Do in a Downturn?
May 11, 2025·57m - 39
EP 99 | Zooming Out for Perspective & Should I Retire NOW?
May 4, 2025·57m - 40
EP 98 | Tariffs, More Market Volatility & 401K Limits
Apr 27, 2025·57m - 41
EP 97 | Having a Plan for Market Volatility
Apr 20, 2025·57m - 42
EP 96 | Tariff Tantrums & The 5 Things to Remember when Markets Are Volatile
Apr 13, 2025·57m - 43
EP 95 | Quarter 1 Gut-Check & How Much Does Being Rich Matter in Retirement?
Apr 6, 2025·57m - 44
EP 94 | Latest Market Update & Tax Credits for New Business Retirement Plans
Mar 30, 2025·57m - 45
EP 93 | Market Volatility and Current Debt + Tax Brackets
Mar 23, 2025·57m - 46
EP 92 | Recent Market Volatility + Long-Term Care
Mar 16, 2025·57m - 47
EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback
Mar 9, 2025·57m - 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
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
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