Simply Financial with Kevin Wray

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

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