Simply Financial with Kevin Wray

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

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