Simply Financial with Kevin Wray

Retirement Planning with Dolly Parton

Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

New Year Checklist

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

New Year, New Me!

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Half-Truths

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

End of Year Planning

Let’s discuss some of the financial matters that folks should consider addressing before the end of the year...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Lies We Tell Ourselves

Let’s explore some of the financial lies people sometimes tell themselves…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Stress

Psychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Look at the Bright Side

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Pitfalls

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Peak 65

More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500