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
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about money by exploring some quotes from the great Ben Franklin?
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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…
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
