Simply Financial with Kevin Wray

Roth Conversions

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Ways To Ruin Your Retirement

There are many things that people can get wrong when they plan for retirement. We'll tell you what they are so you don't make the same mistakes.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Customer Isn't Always Right

In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
 

Pandemic Paralysis

The coronavirus pandemic has a lot of people frozen in their tracks when it comes to financial planning. When there’s so much uncertainty in the air, it can be easy to use that uncertainty as an excuse to be paralyzed. Kevin gives his advice to overcoming this hesitation and why waiting around is never the answer.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Social Distancing

There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Coronavirus Update

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Closet

For some people, being trapped in their house as a result of “social distancing” has been a good opportunity to do some decluttering—especially cleaning out closets. Let’s see what principles we can take from a closet clean-out that we can apply to our financial lives.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Government Actions

Because many of the government responses to the coronavirus crisis have come in waves, it can be hard to keep up with everything that has been passed. Let’s review some of the major things that have been implemented so far.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Social Distancing

There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Coronavirus Considerations

Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time (if you weren’t prepared this time around).
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500