Simply Financial with Kevin Wray

Irreversible Decisions

The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning Statistics

Join Kevin and Walter as they take a look at some of the latest national retirement planning statistics. As we run through these numbers, Kevin will share his insights from a financial advisor's perspective. 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Practical Strategies for Retirees Against Scams & Fraud

Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Great Wealth Transfer

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

What To Do If You're Forced To Retire

WhatTo Do If You're Forced To Retire
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Does Kevin Agree or Disagree with Common Financial Assumptions?

Does Kevin Agree or Disagree with Common Financial Assumptions?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Are You Playing The Guessing Game With Your Retirement Plan?

Retirement planning should involve careful, strategic choices. Unfortunately, too many people play the guessing game when it comes to their financial future...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Unhealthy Financial Foods

Let’s explore some unhealthy foods and find their parallels in the financial world.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The Good Ol' Days

In some ways, retirement planning was easier back in the good ol’ days. How does Kevin help people overcome financial challenges that their parents and grandparents didn’t necessarily have to face?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Your Financial Valentine

With Valentine's Day approaching, we'll see what financial analogies we can find in some common symbols of the holiday.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500