Simply Financial with Kevin Wray

The Seven Deadly Sins Of Retirement Planning

You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well...

The Retirement Gridiron

With football season in full swing, we'll see what financial parallels we can find with the game of the football.
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

Your Biggest Assets

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle.
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

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