Simply Financial With Kevin Wray

Because many of the government responses to the coronavirus crisis have come in waves, it can be hard to keep up with everything that has been passed. Let’s review some of the major things that have been implemented so far.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time (if you weren’t prepared this time around).   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With all of the stock market woes that the Coronavirus is causing, let's take a look back at some other prominent market drops and see what we can learn from them.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll examine the distinct stages of retirement planning, and what should be accomplished within each stage. Which stage are you in?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

There are many famous movie quotes that are heavily reiterated in our society. On today’s show, we will take some of these quotes and relate them to a financial topic. We will also talk about the advantages and disadvantages of having a fair amount of cash on hand.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.

The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Kevin will explain how he has seen these different upbringings manifest themselves in people's financial mindsets many years later. We will also tackle some of the major questions that people have when they receive an inheritance.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.   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. We will also discuss which assets you may find yourself taking for granted that make up a huge piece of your puzzle.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Risk is a huge factor when it comes to retirement planning. Kevin will break down the different types of risk and explain how each one can affect your portfolio. We will also look at the three qualities of money which include: safety, growth, and liquidity.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500