Simply Financial with Kevin Wray

Flying and Retirement

Flying and retirement planning have a lot of parallels between them. Kevin will break down how these two subjects relate to each other. We also take a look at the 7 deadly sins and see how they can potentially become a problem when you are building a retirement plan for success.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
 

Life Insurance Mistakes

If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. We also dive into financial statements people make that often do not turn out well and take a look at what might be a better option.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Fitness and Finances

There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

DIY Retirement Planning

People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Media

Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.

The Retirement Road Trip Checklist

If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. We'll take a look at that analogy, plus look at some financial disasters you'll want to avoid in your portfolio.

Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.

Decision-Making Impediments

For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Make a decision and move forward. Let’s discuss some of the things that can cause the decision-making process to stall

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.

DIY Financial Planning

People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.