Simply Financial with Kevin Wray

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

Financial Mindsets

We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Crisis Vs Opportunity

We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Types Of Risk

Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Grading Your Financial Competency

Let's see how well you know your finances. We'll go through a checklist of things that you should know as you go through retirement.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

A Message To Good Savers

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Financial Water Wheel

We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Your Financial Weather Forecast

There are financial lessons to be learned from almost every area of life. So let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Ben Franklin Quotes

What can we learn about money by exploring some quotes from the great Ben Franklin?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Hindsight 20/20

There are many financial decisions that you may come to regret later on down the road. We'll take a look at some of the common retirement planning choices that you should be careful with.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500