Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Sep 9, 2021
Sep 9, 2021
40 min
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
Sep 2, 2021
Sep 2, 2021
40 min
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
Aug 26, 2021
Aug 26, 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
Aug 12, 2021
Aug 12, 2021
40 min
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
Aug 5, 2021
Aug 5, 2021
40 min
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
Jul 29, 2021
Jul 29, 2021
40 min
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
Jul 22, 2021
Jul 22, 2021
40 min
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
Jul 15, 2021
Jul 15, 2021
40 min
Inflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.
Jul 8, 2021
Jul 8, 2021
40 min
We’ve found that your financial behaviors can be explained by things that you remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.
Jul 1, 2021
Jul 1, 2021
40 min
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500