Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Jun 25, 2020
Jun 25, 2020
40 min
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
Jun 18, 2020
Jun 18, 2020
40 min
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
Jun 11, 2020
Jun 11, 2020
40 min
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
Jun 4, 2020
Jun 4, 2020
40 min
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
May 28, 2020
May 28, 2020
40 min
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
May 21, 2020
May 21, 2020
40 min
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
May 14, 2020
May 14, 2020
40 min
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
May 7, 2020
May 7, 2020
40 min
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
Apr 30, 2020
Apr 30, 2020
40 min
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
Apr 23, 2020
Apr 23, 2020
40 min
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