Simply Financial with Kevin Wray

Where some people see a crisis, others see an opportunity. Part of it has to do with your mindset, and part of it may have to do with the circumstances of your life. The same situation can be viewed very differently by different people- and sometimes, what feels like a crisis to one person may actually be an opportunity for someone else.
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

What can we learn about financial planning from these quotes from Albert Einstein…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

You can grade your own financial competency by seeing how many of these questions you can answer.
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

How can you tell if you're working with the right financial advisor?
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Fly fishing isn’t about brute force. It’s about patience, timing, and understanding your environment. In a lot of ways, building a successful retirement plan works the same way, so let’s learn a few financial lessons from the river…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

Whether you’re visiting one of the 63 national parks this summer or simply the local trail nearby, there are a number of best practices that apply to both your nature hikes and your retirement plan…
 
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Website: https://insightfolios.com/
Phone: 704-529-9500

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?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

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

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

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