Simply Financial with Kevin Wray

Grading Your Financial Competency

In order to make sure that you're prepared for retirement, we first have to see how well you understand your own financial situation.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Commandments

What financial commandments should you be following as you prepare for retirement?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Risk Tolerance

One of the most important aspects of making a financial plan is to figure out what your risk tolerance is. We'll go over what that term means, and how you can use it to formulate a retirement plan that's right for you.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning Lessons

Getting lost while driving in the car or hiking in the woods is kinda like getting lost in retirement planning. On today's episode, we look at why people get lost and how to get back on track…Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Outdated Retirement Rules

Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Wisdom From Warren Buffett

Let's examine some quotes from one of history's most successful investors: Warren Buffett.
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Planning with Steve Martin

What can we learn about retirement planning from some famous Steve Martin quotes?
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Cleaning Your Financial Closet

With Spring cleaning season approaching, it's time to see how you can organize your financial closet.
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

Financial Jeopardy

We'll be questioning some answers this week as we play a game of financial jeopardy.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500