Simply Financial with Kevin Wray

Beatlemania: Lyrics with Financial Wisdom

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today…
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Website: https://insightfolios.com/
Phone: 704-529-9500

5 Quick Tips to Save Money

Sometimes the best way to optimize your money is simply to save it. Based on a recent article from AARP, let's talk through some quick and easy steps you can take that are often overlooked but can help reduce your expenses…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Restaurant

What can we learn about investing from the restaurant industry?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Wimbledon & Retirement Planning

With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Age 62: A Retirement Milestone

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

What Retirement Means

One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried

Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Five People You Meet Before Retirement

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Book Club: The Psychology of Money

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Wrong Questions

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500