Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Apr 15, 2021
Apr 15, 2021
40 min
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Apr 8, 2021
Apr 8, 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
Apr 1, 2021
Apr 1, 2021
40 min
There's no doubt that unhealthy food is all around us. It can be difficult to say no to that piece of cake, or bag of potato chips. But what are some parallels we can draw to the financial word? Kevin talks about how some of the properties that are in unhealthy foods can also be related to certain financial attributes that could potentially harm our portfolio.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Mar 25, 2021
Mar 25, 2021
40 min
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
Mar 18, 2021
Mar 18, 2021
40 min
March Madness is here! But how does a basketball tournament relate to financial planning? You'd be surprised by the similarities.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Mar 11, 2021
Mar 11, 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
Mar 4, 2021
Mar 4, 2021
40 min
The last ten years before your retirement are often the most crucial for your financial plan. Make sure you have everything planned out correctly, to ensure a smooth retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Feb 25, 2021
Feb 25, 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 & Hobbes.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Feb 18, 2021
Feb 18, 2021
40 min
We'll discuss the reasons why it's advantageous to hire a financial advisor as you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Feb 4, 2021
Feb 4, 2021
40 min
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