Simply Financial with Kevin Wray

Getting Out Of Your Own Way

With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Reasons To Hire A Financial Advisor

Kevin will go over the signs for needing a financial advisor to look at your retirement plan.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Milestone Ages In Retirement Planning

There are some key ages in retirement that you should be planning your finances around. Let's see which ages you should be preparing for.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning With Aristotle

We'll rewind the clock, and look at some famous quotes by the Greek philosopher Aristotle to see what financial wisdom we can learn from them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

New Year Checklist

Now that 2023 has come and gone, let's take a look at what financial preparations you should be making for 2024.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Fill In The Blank

Kevin will play "fill in the blank" with some sentences that contain financial advice.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Christmas Movie Characters

We'll look at some famous Christmas movie characters, and we'll see what similarities they have with some common financial characters that Kevin sees coming into his office.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

What’s In Your Financial Christmas Stocking?

Let's see what items that Kevin would put in someone's financial stocking, and which items he would leave out.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Simple Solutions For Imminent Danger

Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Christmas Carols

'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500