Simply Financial With Kevin Wray

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What does retirement planning have in common with growing a garden?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can we learn about retirement planning from these popular board games?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won’t be retiring anytime soon, but let’s still see what we can learn about retirement planning from these quotes from the Chiefs coach.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let’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

Let’s explore some of the financial lies people sometimes tell themselves…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Psychologists 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