Simply Financial with Kevin Wray

Movie Villains and Financial Planning

Let's see what we can learn about financial planning from some of cinema's most iconic villains.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Chess, Roulette, or Poker?

Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Late Bloomers

Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode.  We'll also discuss how your children can affect your retirement plans.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

End of Year Planning

The end of 2020 is coming quickly so let’s discuss the financial issues that need to be addressed before the year ends.
 
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 Statements That Nobody Says

We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Hierarchy of Needs

Maslow’s Hierarchy of Needs breaks down human needs into five different tiers. We'll have Kevin explain how he helps his clients address each of these tiers in their retirement planning.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Gun Safety And Financial Planning

As with many things in life, with a little bit of critical thinking, we can take some basic gun safety principles and apply those principles to the financial planning world.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

A Visit To The Financial Doctor

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Movie Villains and Financial Planning

Let's see what we can learn about financial planning from some of cinema's most iconic villains.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500