Simply Financial with Kevin Wray

Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried

Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Five People You Meet Before Retirement

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Book Club: The Psychology of Money

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Wrong Questions

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Stress

Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Garden

What does retirement planning have in common with growing a garden?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retiring Amidst Volatility

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

April Fools

In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Planning Process

It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Advisor Survey

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors,the majority of whom have been in the business for more than 20 years. Based on thatsurvey, let’s see what are other financial advisors experiencing with clients…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500