Simply Financial With Kevin Wray

With Valentine's Day approaching, we'll see what financial analogies we can find in some common symbols of the holiday. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin will go over the signs for needing a financial advisor to look at your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

There are some key ages in retirement that you should be planning your finances around. Let's see which ages you should be preparing for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll rewind the clock, and look at some famous quotes by the Greek philosopher Aristotle to see what financial wisdom we can learn from them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Now that 2023 has come and gone, let's take a look at what financial preparations you should be making for 2024. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin will play "fill in the blank" with some sentences that contain financial advice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll look at some famous Christmas movie characters, and we'll see what similarities they have with some common financial characters that Kevin sees coming into his office. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's see what items that Kevin would put in someone's financial stocking, and which items he would leave out. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Now that the season is well underway, let’s continue our annual tradition of finding new ways to learn financial planning lessons from the game of football. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Let’s address some of the myths about Social Security. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With Halloween approaching, let's see what parallels we can draw between finances and popular Halloween candy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

You probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll go over the most common mistakes that couples make in their retirement planning. Make sure that your retirement is a good fit for both you and your spouse. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's make sure that you don't have any income gaps in your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500