Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Apr 16, 2020
Apr 16, 2020
40 min
For some people, being trapped in their house as a result of “social distancing” has been a good opportunity to do some decluttering—especially cleaning out closets. Let’s see what principles we can take from a closet clean-out that we can apply to our financial lives.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Apr 9, 2020
Apr 9, 2020
40 min
Because many of the government responses to the coronavirus crisis have come in waves, it can be hard to keep up with everything that has been passed. Let’s review some of the major things that have been implemented so far.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Apr 2, 2020
Apr 2, 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
Mar 26, 2020
Mar 26, 2020
40 min
Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time (if you weren’t prepared this time around).
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Mar 19, 2020
Mar 19, 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
Mar 12, 2020
Mar 12, 2020
40 min
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
Mar 5, 2020
Mar 5, 2020
40 min
With all of the stock market woes that the Coronavirus is causing, let's take a look back at some other prominent market drops and see what we can learn from them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Feb 27, 2020
Feb 27, 2020
40 min
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
Feb 20, 2020
Feb 20, 2020
40 min
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
Feb 13, 2020
Feb 13, 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