This week's show kicked off with an overview of recent market moves, exploring why stocks are reaching new all-time highs despite ongoing geopolitical tension and inflation concerns. They explained the recent volatility in gold prices—attributing drops to healthy corrections after big gains, shifting global demand, and de-dollarization efforts. The conversation highlighted that, in uncertain financial climates, it's vital to tailor investments to personal circumstances.

The show also delved into practical steps to take when leaving a job or retiring, such as understanding 401k vesting schedules, handling paid time off (PTO), and evaluating workplace insurance benefits. Estate planning expert Ryan Crandall joined to clarify the differences between wills and trusts, particularly regarding privacy and control of assets. The hosts stressed the importance of properly titling accounts, updating beneficiary designations, and ensuring legal documents like powers of attorney are on file with institutions.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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