EP 125 | Setting Budgets and Goals

This week’s episode of "Investing Simplified" focused on strategies to address common financial surprises—like unexpected tax bills and the challenges of planning income for retirement. The conversation explored how certain things can complement Social Security by covering a greater portion of retirement income needs, helping reduce reliance on other assets. Listeners were reminded of the importance of planning ahead and maintaining liquidity.

The show also delved into financial planning basics, including how to reverse engineer a spending plan, determine required rates of return, and the need for ongoing review due to life changes and market conditions. Estate attorney Ryan Crandall joined the segment to emphasize the necessity of estate documents, such as powers of attorney, to prevent burdensome legal processes for loved ones in the event of incapacity. The hosts encouraged listeners to stay engaged in household financial decisions and to seek professional guidance.


Navigating the world of finance can be overwhelming, especially when biased advice and outdated strategies cloud the path to financial success.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