Simply Financial with Kevin Wray

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

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 Laws

Just like the law of gravity in physics, there are financial laws that we need to consider.
 
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

Financial Planning With Charles Barkley

Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Planning With Mom

In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning.
 
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

Flirtin’ With Distaster

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Stuff 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

Awkward Moments

One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500