Simply Financial with Kevin Wray

The Friendly Skies of Retirement Planning

What can air travel teach us about retirement planning?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Advice from Taylor Swift

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Golf Course

What can the game of golf teach us about retirement planning?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Scandal-Free Retirement

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The First Year of Retirement

Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Beatlemania: Lyrics with Financial Wisdom

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

5 Quick Tips to Save Money

Sometimes the best way to optimize your money is simply to save it. Based on a recent article from AARP, let's talk through some quick and easy steps you can take that are often overlooked but can help reduce your expenses…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Retirement Restaurant

What can we learn about investing from the restaurant industry?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Wimbledon & Retirement Planning

With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Age 62: A Retirement Milestone

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500