Simply Financial with Kevin Wray

Financial Planning With Charles Barkley

Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom.

 

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Website: https://insightfolios.com/

Phone: 704-529-9500

Financial Planning With Mom

In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

A Visit to the Financial Doctor

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Flirtin’ With Distaster

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Stuff Nobody Says

We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Awkward Moments

One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Financial Mindsets

We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Crisis Vs Opportunity

We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Types Of Risk

Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Grading Your Financial Competency

Let's see how well you know your finances. We'll go through a checklist of things that you should know as you go through retirement.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

A Message To Good Savers

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

The Financial Water Wheel

We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Your Financial Weather Forecast

There are financial lessons to be learned from almost every area of life. So let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Ben Franklin Quotes

What can we learn about money by exploring some quotes from the great Ben Franklin?

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Hindsight 20/20

There are many financial decisions that you may come to regret later on down the road. We'll take a look at some of the common retirement planning choices that you should be careful with.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Ways To Ruin Your Retirement

There are many things that people can get wrong when they plan for retirement. We'll tell you what they are so you don't make the same mistakes.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

The Customer Isn’t Always Right

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

 

Pandemic Paralysis

The coronavirus pandemic has a lot of people frozen in their tracks when it comes to financial planning. When there’s so much uncertainty in the air, it can be easy to use that uncertainty as an excuse to be paralyzed. Kevin gives his advice to overcoming this hesitation and why waiting around is never the answer.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Financial Social Distancing

There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.

 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

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