Simply Financial with Kevin Wray

Financial Silver Linings

We'll look at the bright side of some financial scenarios you may be facing as you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Cost Of Doing Business

We'll explain the different ways that financial advisors get paid, and how those payment models could secretly be impacting your portfolio.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Barista

What can we learn about different types of investors by comparing them to cups of coffee?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Taking Out The Financial Trash

Sometimes you just need to go through your financial life and take out the trash. Let’s talk about the things that might need to be thrown out…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Tough Conversations

Sometimes being a financial advisor means having uncomfortable conversations. Kevin will go over how he has helped people navigate some of these tricky conversations...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Game Night

Let's see what we can learn about financial planning from popular board games.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Fables

Let's find out what financial lessons we can learn from some famous fables.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Wisdom From Warren Buffett

Let's examine some quotes from one of history's most successful investors: Warren Buffett.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Golf Course

What financial lessons can we learn from the game of golf?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Challenging Conventional Wisdom

Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500