Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
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Episodes
Thursday Feb 27, 2020
Thursday Feb 27, 2020
We'll examine the distinct stages of retirement planning, and what should be accomplished within each stage. Which stage are you in?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Thursday Feb 20, 2020
Thursday Feb 20, 2020
There are many famous movie quotes that are heavily reiterated in our society. On today’s show, we will take some of these quotes and relate them to a financial topic. We will also talk about the advantages and disadvantages of having a fair amount of cash on hand.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Thursday Feb 13, 2020
Thursday Feb 13, 2020
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
Thursday Feb 06, 2020
Thursday Feb 06, 2020
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.
Thursday Jan 30, 2020
Thursday Jan 30, 2020
The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Kevin will explain how he has seen these different upbringings manifest themselves in people's financial mindsets many years later. We will also tackle some of the major questions that people have when they receive an inheritance.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Thursday Jan 23, 2020
Thursday Jan 23, 2020
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Wednesday Jan 15, 2020
Wednesday Jan 15, 2020
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
Thursday Jan 09, 2020
Thursday Jan 09, 2020
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
Thursday Jan 02, 2020
Thursday Jan 02, 2020
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
Thursday Dec 26, 2019
Thursday Dec 26, 2019
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