Investing Simplified | Price Financial Group
By Matt Sudol
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Category: Investing
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Subscribers: 11
Reviews: 0
Episodes: 208
Description
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.
| Episode | Date |
|---|---|
|
EP 114 | Understanding the Federal Reserve & Retirement Planning
|
Aug 31, 2025 |
|
EP 113 | When to Hire a Financial Advisor
|
Aug 17, 2025 |
|
EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes
|
Aug 10, 2025 |
|
EP 111 | All-Weather Retirement & POA and Beneficiary Designations
|
Aug 03, 2025 |
|
EP 110 | Key Details of The Big Beautiful Bill
|
Jul 27, 2025 |
|
EP 109 | Inflation Insights, Powell's Impact, Underfunded Pitfalls & the Big Beautiful Bill
|
Jul 20, 2025 |
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EP 108 | Risk Tolerance vs Risk Capacity
|
Jul 09, 2025 |
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EP 107 | Going Up the Retirement Mountain + Income Planning
|
Jul 09, 2025 |
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EP 106 | Summer Financial Resolutions & Pre-Retirement Income Planning
|
Jun 22, 2025 |
|
EP 105 | Taking Advantage of the Higher Rate Environment
|
Jun 15, 2025 |
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EP 104 | Mid-Year Recap, 7 priorities For Your Income & RMDs
|
Jun 08, 2025 |
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EP 103 | Credit Downgrade, Retirement Mistakes & The Big Beautiful Bill pt. 2
|
Jun 01, 2025 |
|
EP 102 | ‘The Dip', Tax Deductions & Exemptions and The Big Beautiful Bill
|
May 25, 2025 |
|
EP 101 | S corps and When to Hire a Bookkeeper + Pros & Cons of a Small Business Plan
|
May 18, 2025 |
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EP 100 | Tax Planning for Small Business & What to Do in a Downturn?
|
May 11, 2025 |
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EP 99 | Zooming Out for Perspective & Should I Retire NOW?
|
May 04, 2025 |
|
EP 98 | Tariffs, More Market Volatility & 401K Limits
|
Apr 27, 2025 |
|
EP 97 | Having a Plan for Market Volatility
|
Apr 20, 2025 |
|
EP 96 | Tariff Tantrums & The 5 Things to Remember when Markets Are Volatile
|
Apr 13, 2025 |
|
EP 95 | Quarter 1 Gut-Check & How Much Does Being Rich Matter in Retirement?
|
Apr 06, 2025 |
|
EP 94 | Latest Market Update & Tax Credits for New Business Retirement Plans
|
Mar 30, 2025 |
|
EP 93 | Market Volatility and Current Debt + Tax Brackets
|
Mar 23, 2025 |
|
EP 92 | Recent Market Volatility + Long-Term Care
|
Mar 16, 2025 |
|
EP 91 | Market Volatility & Scary Stories – No Plans and Medicaid Lookback
|
Mar 09, 2025 |
|
EP 90 | The Gorilla in the Economic Room & Scary Estate Stories
|
Mar 02, 2025 |
|
EP 89 | Best & Worst Stock Market Performances by President and the Strength of the U.S. Dollar
|
Feb 23, 2025 |
|
EP 88 | Latest CPI, Construction & Remodel Loans, 5 Reasons Why People Procrastinate, & The Great Wealth Transfer
|
Feb 16, 2025 |
|
EP 87 | Tariffs, Home Refinancing and Old 401Ks
|
Feb 09, 2025 |
|
EP 86 | Market Volatility, Diversification, Annuities & Concentrated Positions
|
Feb 02, 2025 |
|
EP 85 | Update on the Markets + Helping Elder Parents
|
Jan 26, 2025 |
|
EP 84 | Affording a Dream Retirement, Markets Latest & 15 Reasons You Might Regret RVs
|
Jan 19, 2025 |
|
EP 83 | S&P 500, IRAs and 401Ks in 2025 + Inherited IRAs
|
Jan 12, 2025 |
|
EP 82 | New Year Reminders, Top 5 Wealthiest People & Bonds
|
Jan 05, 2025 |
|
EP 81 | Looking Back at 2024 and Into 2025: Concentrated Positions, Fed Rate Cut, GDP & Divorce Question
|
Dec 29, 2024 |
|
EP 80 | December Markets and Tax Efficient Strategies & Withdrawals
|
Dec 22, 2024 |
|
EP 79 | Update on Bonds & the Stock Market
|
Dec 15, 2024 |
|
EP 78 | The Santa Claus Rally, In-Service Withdrawals and Your 401K
|
Dec 08, 2024 |
|
EP 77 | Areas of Market Opportunity and Outlook with Inflation
|
Dec 01, 2024 |
|
EP 76 | Post-Election Impact, 7 Priorities for Money & Helping Older Family Organize Finances
|
Nov 24, 2024 |
|
EP 75 | Leaving a Job, 5 Retirement Rules That Could Hurt & Pros & Cons of Real Estate in Retirement
|
Nov 17, 2024 |
|
EP 74 | Election Reaction, Tax Saving Strategies, Rolling a 401K and Price Financial Group Process
|
Nov 10, 2024 |
|
EP 73 | The Election, Q4 2024 And Kids Returning to the Nest in Retirement
|
Nov 03, 2024 |
|
EP 72 | More Mortgage Updates, Trusts & Pets and When to Get out of Cash
|
Oct 27, 2024 |
|
EP 71 | The Economy and Election, Mortgage Update with Cindy Miller, Trusts and More
|
Oct 20, 2024 |
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EP 70 | Unexpected Jobs Report and Qualified vs. Non-Qualified
|
Oct 13, 2024 |
|
EP 69 | Q4 Reminders & 4 Components to an Income Plan for Managing Retirement
|
Oct 06, 2024 |
|
EP 68 | The Fed Lowers Interest Rates, Mistakes High-Net-Worth People Make & 4 Keys to Downsizing
|
Sep 29, 2024 |
|
EP 67 | Financial Impacts for Election 2024 & 13 Ways to Save on Retirement Travel
|
Sep 22, 2024 |
|
EP 66 | Current Markets, Rates & Trading in August
|
Sep 15, 2024 |
|
EP 65 | Recent Market Rates, Japan, Real Estate & Local Layoffs
|
Sep 01, 2024 |
|
EP 64 | Recent Market Volatility
|
Aug 25, 2024 |
|
EP 63 | Five Things to Prepare for a Possible Recession
|
Aug 21, 2024 |
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EP 62 | Social Security Running Out?
|
Aug 21, 2024 |
|
EP 61 | Don't Tie Your Portfolio to Politics
|
Aug 21, 2024 |
|
EP 60 | Creating a Reliable Retirement & Gifting in Retirement
|
Aug 21, 2024 |
|
EP 59 | Summer 2024 and Four Action Items
|
Aug 21, 2024 |
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EP 58 | Halfway Through 2024, Taking vs Not Taking Advice From Others
|
Aug 21, 2024 |
|
EP 57 | Economy vs Stock Market, Inflation-Housing & the U.S. as a Reserve Currency
|
Aug 21, 2024 |
|
EP 56 | Fear and Anxiety to Inaction & The Treasury Tax Equivalent Yield
|
Aug 21, 2024 |
|
EP 55 | Helping Elder Parents and Family Retirement
|
Aug 21, 2024 |
|
EP 54 | Common Mistakes in Retirement
|
Aug 21, 2024 |
|
EP 53 | The Three-Legged Stool and Process Reviewing Statements
|
Aug 21, 2024 |
|
EP 52 | Retirement Income and Stretch IRAs
|
Aug 21, 2024 |
|
EP 51 | Roll 401K, Estate Fiduciaries and Listener Questions
|
Aug 21, 2024 |
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EP 50 | Technical Fundamental Analysis and Transfer of Assets
|
Aug 14, 2024 |
|
EP 49 | For a Retirement Planner, Find Someone That Can Personalize Your Experiences
|
Mar 27, 2024 |
|
EP 48 | How Election Season Affect Retirements
|
Mar 19, 2024 |
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EP 47 | Getting Lazy Money Working for You
|
Mar 12, 2024 |
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EP 46 | Inflation, the Fed and the Breadth of the Market
|
Feb 28, 2024 |
|
EP 45 | Navigating Those All-Weather Potholes
|
Feb 19, 2024 |
|
EP 44 | S&P 500 Back to All-Time Highs to Start 2024
|
Feb 09, 2024 |
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EP 43 | 7 Things to Do If You Are Retiring in 2024
|
Jan 19, 2024 |
|
EP 42 | Why You Should Work with An Advisor
|
Jan 16, 2024 |
|
EP 41 | The Importance of Tax Planning
|
Jan 04, 2024 |
|
EP 40 | End-of-Year Reminders
|
Dec 08, 2023 |
|
EP 39 | There May Still Be Headwinds in the Market
|
Nov 17, 2023 |
|
EP 38 | Banks, Money and the Ticking Tax Time Bomb
|
Nov 13, 2023 |
|
EP 37 | Best of Investing Simplified
|
Nov 03, 2023 |
|
EP 36 | Signs Indicate Recession is Still Coming
|
Oct 27, 2023 |
|
EP 35 | Treasuries the Safest Bet in the Market
|
Oct 24, 2023 |
|
EP 34 | A Choppy Year for the Market
|
Oct 19, 2023 |
|
EP 33 | Inflation, Markets and Estate Planning
|
Oct 12, 2023 |
|
EP 32 | Best of Investing Simplified
|
Oct 03, 2023 |
|
EP 31 | Best of Investing Simplified
|
Sep 22, 2023 |
|
EP 30 | Losing a Loved One
|
Sep 18, 2023 |
|
EP 29 | Un-Retiring
|
Sep 18, 2023 |
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EP 28 | IRAs: Roth vs. Traditional Conversions
|
Sep 13, 2023 |
|
EP 27 | Debates and Politics
|
Sep 13, 2023 |
|
EP 26 | Mortgage Standards in Current Economy
|
Sep 12, 2023 |
|
EP 25 | Volatility in the Market
|
Sep 12, 2023 |
|
EP 24 | Multi-Year Guaranteed Annuities and Introducing eLegacy
|
Aug 25, 2023 |
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EP 23 | Retirement Hazard Zones
|
Aug 25, 2023 |
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EP 22 | Market Outlooks and What It Could Mean for You
|
Aug 25, 2023 |
|
EP 21 | Five Rules That Could Hurt You
|
Aug 25, 2023 |
|
EP 20 | Updates on the Market
|
Aug 25, 2023 |
|
EP19 | Income in Retirement
|
Aug 25, 2023 |
|
EP18 | How to Protect Yourself From Inflation
|
Aug 25, 2023 |
|
EP17 | Five Reasons to Have a Financial Advisor in Retirement
|
Aug 25, 2023 |
|
EP16 | Five Steps for a Stronger Retirement Plan
|
May 10, 2023 |
|
EP15 | The Whens of Retirement: RMDs, Social Security and Other Matters
|
May 02, 2023 |
|
EP14 | Making a Plan for Retirement in Today's Environment
|
Apr 17, 2023 |
|
EP13 | How to Make Your Money Grow in Volatile Markets and During Rampant Inflation
|
Apr 11, 2023 |
|
EP12 | Income in Retirement: Banks, Life Insurance, Roth IRAs
|
Apr 10, 2023 |
|
EP11 | Seven Priorities for Money
|
Apr 07, 2023 |
|
EP10 | FOMO
|
Mar 05, 2023 |
|
EP09 | Technical & Fundamental Market Analysis
|
Feb 26, 2023 |
|
EP08 | Investing Simplified Mash-up
|
Feb 19, 2023 |
|
EP07 | You Inherited Money, Now What?
|
Feb 12, 2023 |
|
EP06 | Long Term Outlook
|
Feb 05, 2023 |
|
EP05 | Dealing With Layoffs
|
Jan 29, 2023 |
|
EP04 | Financial – Housing Market Update & Stretch IRAs
|
Jan 22, 2023 |
|
EP03 | How To Face A Recession
|
Jan 15, 2023 |
|
EP02 | Tax Law Changes to Required Minimum Distributions & More
|
Jan 08, 2023 |
|
EP01 | 7 New Year Priorities
|
Jan 01, 2023 |
|
EP52 | Full Year In Review
|
Dec 25, 2022 |
|
EP51 | Investing Simplified
|
Dec 18, 2022 |
|
EP50 | Investing Simplified
|
Dec 11, 2022 |
|
EP49 | Investing Simplified
|
Dec 04, 2022 |
|
EP48 | Investing Simplified – Rerun
|
Nov 27, 2022 |
|
EP47 | Investing Simplified
|
Nov 20, 2022 |
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EP34 | Investing Simplified
|
Aug 21, 2022 |
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EP26 | Investing Simplified Best of Mashup
|
Jun 26, 2022 |
|
EP18 | Best of Investing Simplified
|
May 01, 2022 |
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EP17 | Best of Investing Simplified
|
Apr 24, 2022 |
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EP16 | Mortgage Rate Hikes and Economic Cycle
|
Apr 17, 2022 |
|
EP15 | Unemployment Rate and Social Security Options
|
Apr 10, 2022 |
|
EP14 | Value of Working With An Advisor
|
Apr 03, 2022 |
|
EP13 | Market Correction and Inflation
|
Mar 27, 2022 |
|
EP12 | Best of Investing Simplified Mashup
|
Mar 20, 2022 |
|
EP11 | Global Tensions and Market Volatility
|
Mar 13, 2022 |
|
EP10 | The Brain Trust | Top Common Mistakes
|
Mar 06, 2022 |
|
EP09 | Active Management Through Volatility
|
Feb 27, 2022 |
|
EP08 | 401(k) Misconceptions
|
Feb 20, 2022 |
|
EP07 | 5 Mistakes to Look Out For | Best-Of
|
Feb 13, 2022 |
|
EP06 | Tax Changes, SALT Deductions & Wills/Trusts
|
Feb 06, 2022 |
|
EP05 | Planning for market volatility
|
Jan 29, 2022 |
|
EP04 | Pension Annuity Income vs Lump Sum
|
Jan 23, 2022 |
|
EP03 | Keven, Taylor and Bo Answer Your Questions
|
Jan 16, 2022 |
|
EP02 | 7 Topics to Explore before retirement
|
Jan 09, 2022 |
|
EP01 | Staying invested or timing the market?
|
Jan 02, 2022 |
|
EP52 | What to look out for in 2022?
|
Dec 25, 2021 |
|
EP51 | What does risk management mean?
|
Dec 19, 2021 |
|
EP50 | The Brain Trust | End of Year Tax Planning
|
Dec 13, 2021 |
|
EP49 | The Brain Trust | Top Common Mistakes
|
Dec 04, 2021 |
|
EP48 | Mortgages, Property Taxes and Giving Thanks
|
Nov 27, 2021 |
|
EP47 | Inflation, Housing, & Conforming Limits
|
Nov 20, 2021 |
|
EP46 | Property Taxes
|
Nov 13, 2021 |
|
EP45 | Lazy Money – Advisors – Leading Indicators
|
Nov 06, 2021 |
|
EP44 | Market Fluctuation & Roth Conversions
|
Oct 30, 2021 |
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EP43 Best of Investing Simplified
|
Oct 23, 2021 |
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EP42 Long term investment strategy, Long Term Care and more!
|
Oct 16, 2021 |
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EP41 Tax Changes in the Future
|
Oct 09, 2021 |
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EP41 Tax Changes in the Future | October 09, 2021
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Oct 09, 2021 |
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October 02, 2021 | Episode 40 | Housing Shortage, Jobs Wanted, & More
|
Oct 02, 2021 |
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September 25, 2021 | Episode 39 | Best of Investing Simplified
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Sep 25, 2021 |
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September 18, 2021 | Episode 38 | Best of Investing Simplified
|
Sep 18, 2021 |
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September 11, 2021 | Episode 37 | 5 Mistakes to Look Out For | Remembering 9/11
|
Sep 11, 2021 |
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September 04, 2021 | Episode 36 | Corporate Stock Buybacks and Getting Estate Questions Answered with Taylor
|
Sep 07, 2021 |
|
August 28, 2021 | Episode 35 | Alternative Investment Strategies & Retirement Income Options
|
Aug 28, 2021 |
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August 21, 2021 | Episode 34 | What Does Risk Management Mean?
|
Aug 21, 2021 |
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August 14, 2021 | Episode 33 | What Will Happen to your Bonds if Rates Raise?
|
Aug 14, 2021 |
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August 07, 2021 | Episode 32 | Market Update and Beneficiary IRAs
|
Aug 07, 2021 |
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July 31, 2021 | Episode 31 | Best of Mashup
|
Jul 31, 2021 |
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July 24, 2021 | Episode 30 | Required Minimum Distributions
|
Jul 24, 2021 |
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July 17, 2021 | Episode 29 | How to Deal with Inflation & Rate Increases?
|
Jul 17, 2021 |
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July 10, 2021 | Episode 28 | Lazy Money – Advisors – Leading Indicators
|
Jul 10, 2021 |
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July 03, 2021 | Episode 27 | Best of Investing Simplified
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Jul 03, 2021 |
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June 26, 2021 | Episode 26 | Best of Investing Simplified
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Jun 26, 2021 |
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June 19, 2021 | Episode 25 | Best of Investing Simplified
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Jun 19, 2021 |
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June 12, 2021 | Episode 24 | Best of Investing Simplified
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Jun 12, 2021 |
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June 05, 2021 | Episode 23 | Reviewing TSP Options, Gifting and Inheritance
|
Jun 05, 2021 |
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May 29, 2021 | Episode 22 | Rental Real Estate, Impact of Proposed Tax Changes and Setting Goals
|
May 31, 2021 |
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May 22, 2021 | Episode 21 | Inflation, compound interest and options for your 401(k)
|
May 22, 2021 |
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May 15, 2021 | Episode 20 | 7 Topics You Should Explore Prior To Retirement
|
May 15, 2021 |
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May 08, 2021 | Episode 19 | Proposed Capital Gains Changes Explained
|
May 08, 2021 |
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May 01, 2021 | Episode 18 | Best of Investing Simplified
|
May 01, 2021 |
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April 24, 2021 | Episode 17 | What is a CFP®? How it helps YOU.
|
Apr 24, 2021 |
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April 17, 2021 | Episode 16 | Investing for the Long Term
|
Apr 17, 2021 |
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April 10, 2021 | Episode 15 | Financial Spring Cleaning
|
Apr 10, 2021 |
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April 03, 2021 | Episode 14 | Staying on the Market Rollercoaster
|
Apr 03, 2021 |
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March 27, 2021 | Episode 13 | Inflation & The Market Report
|
Mar 27, 2021 |
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March 20, 2021 | Episode 12 | The 5 Reasons why Required Minimum Distributions aren’t Bad
|
Mar 20, 2021 |
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March 06, 2021 | Episode 10 | Taxes, Current Markets & Cover Your Assets
|
Mar 06, 2021 |
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February 27, 2021 | Episode 09 | A Fluctuating Market
|
Feb 27, 2021 |
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February 20, 2021 | Episode 08 | Massive Gains in the Market
|
Feb 20, 2021 |
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February 13, 2021 | Episode 07 | Ballooning National Debt
|
Feb 13, 2021 |
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February 06, 2021 | Episode 06 | GameStop & Bitcoin, Explained
|
Feb 06, 2021 |
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January 30, 2021 | Episode 05 | Best of Investing Simplified #01
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Jan 30, 2021 |
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January 23, 2021 | Episode 04 | Market Report
|
Jan 23, 2021 |
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January 16, 2021 | Episode 03 | The Knowledge Trust is Back!
|
Jan 16, 2021 |
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January 9, 2021 | Episode 2 | Investment Possibilities & Cover Your Assets
|
Jan 09, 2021 |
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January 2, 2021 | Episode 1 | Happy New Year!
|
Jan 02, 2021 |
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Episode 48 | COVID SHOW 38 | End of Year Show
|
Dec 26, 2020 |
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Episode 47 | COVID SHOW 37 | Planning for the Future
|
Dec 14, 2020 |
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Episode 46 | COVID SHOW 36 | Roth vs Traditional – What's the difference?
|
Dec 05, 2020 |
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Episode 45 | COVID SHOW 35 | Keven Steege is Back!
|
Nov 28, 2020 |
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Episode 44 | COVID SHOW 34 | Introducing Matt Sudol
|
Nov 21, 2020 |
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Episode 43 | COVID SHOW 33 | Post-Election Risks
|
Nov 14, 2020 |
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Episode 42 | COVID SHOW 32 | Retirement "Termites"
|
Nov 07, 2020 |
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Episode 41 | COVID SHOW 31 | Retirement Risks – Asset Allocation & More
|
Oct 31, 2020 |
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Episode 40 | COVID SHOW 30 | Election Market | Property Tax Appeals
|
Oct 24, 2020 |
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Episode 39 | COVID SHOW 29 | Diversification vs Asset Allocation
|
Oct 17, 2020 |
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Episode 38 | COVID SHOW 28 | The Roller Coaster, The Market
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Oct 10, 2020 |
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Episode 37 | COVID SHOW 27 | What's Going To Happen?… the election.
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Oct 03, 2020 |
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Episode 36 | COVID SHOW 26 | HSAs, Priorities of Investing, & Peace of Mind
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Sep 26, 2020 |
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Episode 35 | COVID SHOW 25 | IPOs, Cover Your Assets, & Coming Soon!
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Sep 19, 2020 |
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Episode 34 | COVID SHOW 24 | Stock Splits, Probate, & Active vs Passive Investing
|
Sep 12, 2020 |
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Episode 33 | COVID SHOW 23 | Talking Good Investments
|
Sep 05, 2020 |