Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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Financial Mistakes That Couples Make
12/10/2023 Duration: 40minWe'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
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Simple Solutions For Imminent Danger
05/10/2023 Duration: 41minKevin 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
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Filling The Gaps In Your Retirement Plan
28/09/2023 Duration: 40minLet'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
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Football And Financial Planning
21/09/2023 Duration: 40minNow 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
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Retirement Planning Around The World
14/09/2023 Duration: 40minDifferent cultures have different views on money. Let's take a trip around the world and see what financial lessons we can learn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retiring Today
07/09/2023 Duration: 40minWe'll explore the reasons why retirement planning is different today compared to even a few years ago. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Unlikely Financial Wisdom
31/08/2023 Duration: 40minWe'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
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Common Pre-Retiree Tax Mistakes
24/08/2023 Duration: 40minMake sure to avoid these common tax mistakes as you prepare for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Airbags
17/08/2023 Duration: 40minYou 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
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Social Security Myths
10/08/2023 Duration: 41minLet’s address some of the myths about Social Security. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Planning With Jerry Seinfeld
03/08/2023 Duration: 40minWe'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
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Less Stress On Your Portfolio
27/07/2023 Duration: 41minKevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Facts vs Fiction
20/07/2023 Duration: 41minKevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Simple Solutions For Imminent Danger
13/07/2023 Duration: 41minKevin 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
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Reasons Why People Don’t Visit Financial Advisors
06/07/2023 Duration: 40minThere are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Game Show
29/06/2023 Duration: 40minWe'll look at some shows that captivated millions and how they can apply to Financial Planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Unlikely Financial Wisdom
22/06/2023 Duration: 40minWe'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
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Punny Situations
15/06/2023 Duration: 40minOn 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
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Awkward Conversations
08/06/2023 Duration: 40minWe'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
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Black Swan Events
01/06/2023 Duration: 40minWe'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