Simply Financial With Kevin Wray

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 187:39:28
  • More information

Informações:

Synopsis

Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.

Episodes

  • Financial Airbags

    17/08/2023 Duration: 40min

    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

  • Social Security Myths

    10/08/2023 Duration: 41min

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

  • Retirement Planning With Jerry Seinfeld

    03/08/2023 Duration: 40min

    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

  • Less Stress On Your Portfolio

    27/07/2023 Duration: 41min

    Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement.  Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Facts vs Fiction

    20/07/2023 Duration: 41min

    Kevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Simple Solutions For Imminent Danger

    13/07/2023 Duration: 41min

    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

  • Reasons Why People Don’t Visit Financial Advisors

    06/07/2023 Duration: 40min

    There 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

  • Financial Game Show

    29/06/2023 Duration: 40min

    We'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

  • Unlikely Financial Wisdom

    22/06/2023 Duration: 40min

    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

  • Punny Situations

    15/06/2023 Duration: 40min

    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

  • Awkward Conversations

    08/06/2023 Duration: 40min

    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

  • Black Swan Events

    01/06/2023 Duration: 40min

    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

  • Good News, Bad News

    25/05/2023 Duration: 40min

    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

  • Generational Challenges

    18/05/2023 Duration: 40min

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

  • Retirement Planning With Mom

    11/05/2023 Duration: 40min

    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

  • Financial Pet Peeves

    04/05/2023 Duration: 40min

    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

  • Grading Your Financial Competency

    26/04/2023 Duration: 40min

    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

  • Financial Commandments

    20/04/2023 Duration: 40min

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

  • Risk Tolerance

    13/04/2023 Duration: 40min

    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

  • Retirement Planning Lessons

    06/04/2023 Duration: 40min

    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

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