Investing Simplified® | Bo Caldwell Podcast
1) EP 120 | The Magnificent 7, Diversification & Reminders on The Big Beautiful Bill
This week’s show delved into both current financial market updates and timely tax strategies for 2025. Matt Sudol and Matt Mai highlighted the notable volatility in the market, driven by government sh...Show More
2) Market Run-Up, Rebalancing Buckets & Unlocking Tax Savings
This week on "Investing Simplified," Matt Sudol and Matt Mai examined the recent market rebound following earlier volatility, drawing parallels to previous downturns and emphasizing how quickly market...Show More
3) EP 118 | Interest Rates, Housing & Planning Ahead: Strategies for Taxes & Retirement
This week, Matt Sudol and Matt Mai addressed tax season surprises and emphasized the value of year-round tax planning for individuals and business owners alike. They discussed how recent Federal Reser...Show More
4) EP 117 | Rethinking Retirement & Tailoring Your Plan for Real Success
This week on Investing Simplified, Bo Caldwell and Matt Sudol tackled some of the most persistent myths and rules of thumb that can trip up even savvy investors and small business owners. They emphasi...Show More
5) EP 116 | Rising National Debt and Social Security
This week’s episode of Investing Simplified focused heavily on tax planning, the challenges of increasing government spending, and strategies for future-proofing retirement income. Bo Caldwell led a d...Show More
6) Tariffs and September Market Updates
This week on "Investing Simplified," Bo Caldwell returned to discuss recent market volatility, emphasizing the impact of economic factors such as tariffs, inflation, and wage pressures on investment p...Show More
7) EP 114 | Understanding the Federal Reserve & Retirement Planning
In this week's episode of Investing Simplified, the hosts delve into strategic financial planning and the implications of current economic conditions on retirement and investing, as well as the impact...Show More
8) EP 113 | When to Hire a Financial Advisor
In this week's episode of Investing Simplified, hosts Matt Sudol and Matt Mai explore the complexities of financial planning for both individuals and businesses. The episode also delves into current m...Show More
9) EP 112 | Powell, Rates & Tariffs + Five Things to Keep in Mind to Avoid Potential Mistakes
In this week's episode of "Investing Simplified," the Matts delve into the current state of the economy and retirement planning strategies. They cover a variety of topics, including the uncertainty su...Show More
10) EP 111 | All-Weather Retirement & POA and Beneficiary Designations
This week's "Investing Simplified" radio show addressed a variety of financial topics. The show offered support by providing strategies that could save money and emphasized the need for evaluating ret...Show More