Simply Financial with Kevin Wray

Reasons To Get Life Insurance

Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Gold Medal Retirement

Winning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Inflation 101

Inflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.

Key Financial Memories

We’ve found that your financial behaviors can be explained by things that you remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.

Retirement Pop Quiz

Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The SECURE Act 2.0

You may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Preventative Care

Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Wisdom From Calvin and Hobbes

Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Reading Your Statements

Nearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Statistics

We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500