Simply Financial with Kevin Wray

Checklist For The New Year

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans. We will also discuss which assets you may find yourself taking for granted that make up a huge piece of your puzzle.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Risk In Your Retirement Portfolio

Risk is a huge factor when it comes to retirement planning. Kevin will break down the different types of risk and explain how each one can affect your portfolio. We will also look at the three qualities of money which include: safety, growth, and liquidity.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Just What The Doctor Ordered

On this week's show, we will look at common symptoms in the medical field and relate them to finances. Kevin will be given a symptom and then write a financial prescription on how to alleviate that affliction.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Sabotaging Your Own Retirement

With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. We’ll also look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Common 401(k) Mistakes

Kevin will help you avoid some common 401(k) missteps. He'll also answer listener questions, clear up what tax loss harvesting means, and give his thoughts on the fiscal responsibility of government.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Tough Conversations

Sometimes being a good advisor means having uncomfortable conversations. Tell us about how you’ve helped people navigate some of these tricky situations and plan appropriately.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

A Custom Fit For You

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Worst Investors

If you take a close look at the worst investors in society, you’ll find some recurring traits and mistakes that show up a lot. Are you guilty of any of these? We also take a look at the variables that factor into retirement planning as well.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Questions You Should Be Asking

Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Even Responsible Savers Make Mistakes

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