Simply Financial with Kevin Wray

Social Security Myths

Let’s address some of the myths about Social Security.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning With Jerry Seinfeld

We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Less Stress On Your Portfolio

Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Facts vs Fiction

Kevin sheds some light on some commonly misunderstood areas in the financial space.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Simple Solutions For Imminent Danger

Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Reasons Why People Don’t Visit Financial Advisors

There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Game Show

We'll look at some shows that captivated millions and how they can apply to Financial Planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Unlikely Financial Wisdom

We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Punny Situations

On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Awkward Conversations

We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500