Simply Financial with Kevin Wray

Dad Jokes

In honor of Father’s Day, let’s tell a few dad jokes with a financial twist. And are there any underlying financial lessons that we can learn from them?
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Top Gun & Financial Advice

In honor of the 40th anniversary of Top Gun’s release in 1986, let’s review some favorite quotes and scenes to see what they can teach us about our financial lives…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Planning for Women

Let's discuss some of the unique retirement planning challenges that women face.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Traditional vs. Roth

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Planning with Mom

It’s our annual Mother’s Day tradition here on the show. Let’s take some of the things that mom used to tell us and apply them to our financial planning…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

The Stages of Retirement Planning

Ever wonder what you should be doing to prepare for retirement at each stage of life? Tune into today’s show to find out.
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

The 5 D’s of Retirement Planning

Based on a recent article from Kiplinger, let’s talk about the five keys or rather, “five D’s” of retirement planning…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Living Fully in the Fourth Quarter

Guest Dan Cuprill joins the show to share how purposeful living, fearless financial planning, and pursuing passions like travel and adventure can transform retirement into a fulfilling “fourth quarter” of life.
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Underrated Concepts in Personal Finance

Let’s discuss some things in the financial world that don’t always get the love that they deserve…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Overrated Concepts in Personal Finance

Let’s talk about a few things in the financial world that might not be all they’re cracked up to be...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500