Simply Financial with Kevin Wray

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

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 Shaq

Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Airport

How is traveling through an airport like planning for retirement? Let’s explore...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Grocery Shopping

How is planning for retirement like going to the grocery store? Let’s explore…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Grading Your Financial Competency

We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Demographics

We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Foundations

We'll dive into how to set up a solid financial foundation for you to build your retirement plan on.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Questions That You Didn‘t Know You Need To Ask

It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

How To Deal With Market Volatility

Everyone behaves differently in stressful situations. We'll detail some common ways that people deal with market volatility, and how you should handle it when it inevitably happens.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500