Simply Financial With Kevin Wray

On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Kevin addresses the news you can expect when approaching your advisor - both good and bad.      Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin addresses the challenges presented for each generation in the financial retirement realm.      Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin will address some pet peeves he has within the financial world, and how to avoid them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

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

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

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

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

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

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

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

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

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

We'll analyze some famous quotes by famous baseball player Yogi Berra, and see how they might relate to your financial plan.

Oscars season is fast approaching, so let's see what financial lessons we can learn from some famous Oscar-winning movies. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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