Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Dec 5, 2019
Dec 5, 2019
40 min
Sometimes being a good advisor means having uncomfortable conversations. Tell us about how you’ve helped people navigate some of these tricky situations and plan appropriately.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 26, 2019
Nov 26, 2019
40 min
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 21, 2019
Nov 21, 2019
40 min
If you take a close look at the worst investors in society, you’ll find some recurring traits and mistakes that show up a lot. Are you guilty of any of these? We also take a look at the variables that factor into retirement planning as well.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 14, 2019
Nov 14, 2019
40 min
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 7, 2019
Nov 7, 2019
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
Oct 31, 2019
Oct 31, 2019
40 min
Flying and retirement planning have a lot of parallels between them. Kevin will break down how these two subjects relate to each other. We also take a look at the 7 deadly sins and see how they can potentially become a problem when you are building a retirement plan for success.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 24, 2019
Oct 24, 2019
40 min
If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. We also dive into financial statements people make that often do not turn out well and take a look at what might be a better option.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 17, 2019
Oct 17, 2019
40 min
There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 10, 2019
Oct 10, 2019
40 min
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 3, 2019
Oct 3, 2019
40 min
Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.