Simply Financial with Kevin Wray

The Financial Planning Olympics

It’s not an annual tradition here on the show…more like an every-four-years tradition. Let’s see what we can learn about financial planning from some of the events taking place in the Summer Olympics…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Bad Financial Habits

Do you have any bad habits in your financial life? Tune in as we talk about some common ones that can have big consequences...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Doing Your Financial Chores

Next time you’re doing chores around the house, let those tasks serve as a reminder of good principles to follow in your financial life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Is Your Retirement Income Enough?

You can anticipate a lot of the expenses that you’ll face in retirement, but it seems that most people forget about at least one of these and don’t factor it into their plan…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Stuff Dad Says

It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic linesthat dads say and then apply them to financial planning…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Rookie Investing Mistakes & Retirement Baseball

In today's conversation, we'll cover some of the common investing mistakes that we see people make (and it’snot just rookies making the mistakes)! We'll also see what can we learn about retirement planning from the game of baseball.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Half-Baked Ideas

There are a lot of half-baked ideas floating around out there that people assume are smart moves. But are they? Why might some of these half-baked ideas be bad ones?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Graduating into Retirement

It’s graduation season, with a whole new batch of college and high school graduatesentering the world. Let’s look at some of the similarities between graduating fromschool and shifting into retirement…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Planning with Mom

It’s our annual Mother’s Day tradition here on the show. Let’s take some of the thingsthat mom used to tell us and apply it to our financial planning…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Major Life Changes

Let’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500