Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Jun 24, 2021
Jun 24, 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
Jun 17, 2021
Jun 17, 2021
40 min
Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jun 10, 2021
Jun 10, 2021
40 min
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jun 3, 2021
Jun 3, 2021
40 min
Nearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
May 27, 2021
May 27, 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
May 20, 2021
May 20, 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
May 13, 2021
May 13, 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
May 5, 2021
May 5, 2021
40 min
On today's show, we talk about some of the financial mistakes that Kevin has witnessed people make in the midst of a divorce and how you can try and avoid these mistakes.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Apr 29, 2021
Apr 29, 2021
40 min
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Apr 22, 2021
Apr 22, 2021
40 min
People have many reasons for procrastinating when it comes to putting a retirementplan together. Let’s explore some of those excuses and why they can be dangerous,and talk about how to overcome them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500