Simply Financial with Kevin Wray

Black Swan Events

We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Good News, Bad News

Kevin addresses the news you can expect when approaching your advisor - both good and bad. 
 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Generational Challenges

Kevin addresses the challenges presented for each generation in the financial retirement realm. 
 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning With Mom

In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Pet Peeves

Kevin will address some pet peeves he has within the financial world, and how to avoid them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Grading Your Financial Competency

In order to make sure that you're prepared for retirement, we first have to see how well you understand your own financial situation.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Commandments

What financial commandments should you be following as you prepare for retirement?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Risk Tolerance

One of the most important aspects of making a financial plan is to figure out what your risk tolerance is. We'll go over what that term means, and how you can use it to formulate a retirement plan that's right for you.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning Lessons

Getting lost while driving in the car or hiking in the woods is kinda like getting lost in retirement planning. On today's episode, we look at why people get lost and how to get back on track…Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Outdated Retirement Rules

Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500