Simply Financial with Kevin Wray

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

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