Simply Financial with Kevin Wray

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

Game Night

What can we learn about retirement planning from these popular board games?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Demographics

Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Five Love Languages of Financial Planning

In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning with Andy Reid

Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won’t be retiring anytime soon, but let’s still see what we can learn about retirement planning from these quotes from the Chiefs coach.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning with Dolly Parton

Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

New Year Checklist

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

New Year, New Me!

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500