Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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End of Year Planning
12/12/2024 Duration: 41minLet’s discuss some of the financial matters that folks should consider addressing before the end of the year... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Lies We Tell Ourselves
06/12/2024 Duration: 41minLet’s explore some of the financial lies people sometimes tell themselves… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Stress
28/11/2024 Duration: 41minPsychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Look at the Bright Side
21/11/2024 Duration: 41minSome things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Pitfalls
31/10/2024 Duration: 41minWhen it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Peak 65
24/10/2024 Duration: 41minMore Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Planning with Arnold Schwarzenegger
17/10/2024 Duration: 40minWhat can we learn about retirement planning from these quotes from Arnold Schwarzenegger? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Low Hanging Fruit
10/10/2024 Duration: 41minIt’s important to have a comprehensive financial plan for yourself, but sometimes even just a few quick, minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start making big positive improvements for yourself… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Key Questions To Ask As You Approach Retirement
03/10/2024 Duration: 41minAre You Ready For Retirement? In today's conversation, we'll give you some key questions to consider. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Multiple Choice Quiz
19/09/2024 Duration: 41minToday, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Most Common Retirement Planning Mistakes
05/09/2024 Duration: 41minThere are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Common Complaints
29/08/2024 Duration: 41minWe often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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The 5 Biggest Retirement Regrets of Retirees
22/08/2024 Duration: 41minTune in as Kevin and Walter take a look at an article about the 5 biggest retirement regrets of retirees. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Knowing Where You Stand
15/08/2024 Duration: 41minWhere do you stand when it comes to retirement planning? Whether you have no idea if you can retire, think you can retire, or know you can retire, we'll cover some critical questions you need to think about. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Universal Truths Of The Financial World
08/08/2024 Duration: 41minThere are certain retirement planning principles that apply to everyone…regardless of who you are, how much money you have, when you’re retiring, or where you live. Let's talk about them in today's conversation. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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The Retirement Marathon
01/08/2024 Duration: 41minYou can pretty much guarantee that the marathon at the Olympics will be won by an athlete from Kenya. But you can win the Retirement Marathon. Let’s discuss how… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Gold Medal Retirement
25/07/2024 Duration: 41minWinning a gold medal would be nice, but let’s be honest… winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment together… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Bad Financial Habits
18/07/2024 Duration: 41minDo you have any bad habits in your financial life? Tune in as we talk about some common ones that can have big consequences... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Doing Your Financial Chores
11/07/2024 Duration: 41minNext time you’re doing chores around the house, let those tasks serve as a reminder of good principles to follow in your financial life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Is Your Retirement Income Enough?
20/06/2024 Duration: 41minYou can anticipate a lot of the expenses that you’ll face in retirement, but it seems that most people forget about at least one of these and don’t factor it into their plan… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500