Simply Financial with Kevin Wray

Reasons To NOT Call A Financial Advisor

The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Temptations

Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Glass Half-Full Or Half-Empty?

We'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Invest Like A Genius

They say that geniuses learn from the mistakes of others. We'll list out some common investing mistakes so that you can learn from them.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Ready

We'll discuss what it means to be ready for retirement, and how you can prepare your portfolio.
 
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

Most Common Retirement Planning Mistakes

We'll cover the most common retirement planning mistakes that people make, so that you can avoid them.
 
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

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