Simply Financial with Kevin Wray

The Last Decade Before Retirement

We'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Jeopardy

We'll be questioning some answers this week as we play a game of financial jeopardy.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The First Visit

We'll detail what the first visit with Kevin will look like. Later, we'll answer listener questions and go over some common financial "famous last words."
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
 

Busting Financial Myths

There are far too many myths out there in the financial world that can trip up retirement plans. We'll bust some of the most common retirement planning myths that people tend to fall for.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Decision-Making Impediments

Have you ever experienced "paralysis by analysis"? There are many variables that can complicate your financial decisions - we'll dive into the most common ways and how you can overcome them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning With Dad

In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms.
 
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

Picking A Retirement Date

We'll go over what you should consider when picking your retirement date, and how to prepare for that date.
 
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 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