Simply Financial with Kevin Wray

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

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

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 Tennis

Let's see what we can learn about retirement planning from the game of tennis.
 
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

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