Simply Financial with Kevin Wray

Reasons Why People Don’t Visit Financial Advisors

There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Game Show

We'll look at some shows that captivated millions and how they can apply to Financial Planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Unlikely Financial Wisdom

We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Punny Situations

On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Awkward Conversations

We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more. 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Black Swan Events

We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Good News, Bad News

Kevin addresses the news you can expect when approaching your advisor - both good and bad. 
 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Generational Challenges

Kevin addresses the challenges presented for each generation in the financial retirement realm. 
 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning With Mom

In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Pet Peeves

Kevin will address some pet peeves he has within the financial world, and how to avoid them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500