Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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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
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Good News, Bad News
25/05/2023 Duration: 40minKevin addresses the news you can expect when approaching your advisor - both good and bad. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Generational Challenges
18/05/2023 Duration: 40minKevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Planning With Mom
11/05/2023 Duration: 40minIn 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
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Financial Pet Peeves
04/05/2023 Duration: 40minKevin 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
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Grading Your Financial Competency
26/04/2023 Duration: 40minIn 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
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Financial Commandments
20/04/2023 Duration: 40minWhat financial commandments should you be following as you prepare for retirement? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Risk Tolerance
13/04/2023 Duration: 40minOne 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
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Retirement Planning Lessons
06/04/2023 Duration: 40minGetting 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