Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Nov 18, 2021
Nov 18, 2021
40 min
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
Nov 11, 2021
Nov 11, 2021
40 min
Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom.
Nov 4, 2021
Nov 4, 2021
40 min
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
Oct 28, 2021
Oct 28, 2021
40 min
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
Oct 21, 2021
Oct 21, 2021
40 min
Kevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 14, 2021
Oct 14, 2021
40 min
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
Oct 7, 2021
Oct 7, 2021
40 min
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see what they can tell us about retirement planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sep 30, 2021
Sep 30, 2021
40 min
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
Sep 23, 2021
Sep 23, 2021
40 min
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
Sep 16, 2021
Sep 16, 2021
40 min
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