Simply Financial With Kevin Wray

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 187:39:48
  • More information

Informações:

Synopsis

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

Episodes

  • 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

  • Outdated Retirement Rules

    30/03/2023 Duration: 40min

    Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated.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

  • Financial Wisdom From Warren Buffett

    23/03/2023 Duration: 40min

    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

  • Retirement Planning with Steve Martin

    16/03/2023 Duration: 40min

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

  • Cleaning Your Financial Closet

    09/03/2023 Duration: 40min

    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

  • Black Swan Events

    02/03/2023 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

  • Financial Jeopardy

    23/02/2023 Duration: 40min

    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

  • Financial Wisdom From Yogi Berra

    16/02/2023 Duration: 40min

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

  • Have An Oscar-Worthy Retirement

    09/02/2023 Duration: 40min

    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

  • Financial Wisdom From Warren Buffett

    02/02/2023 Duration: 40min

    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

  • Financial Wisdom From Bruce Springsteen

    26/01/2023 Duration: 40min

    Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Resolutions

    19/01/2023 Duration: 40min

    With 2023 upon us, let's see what resolutions you can make to improve your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Black Swan Events

    12/01/2023 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

  • The Financial New Year

    05/01/2023 Duration: 40min

    With 2023 kicking into gear, we'll see what this upcoming year has in store. We'll also reflect on the biggest financial headlines of 2022. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Stages Of Retirement Planning

    29/12/2022 Duration: 40min

    Your financial planning priorities will be different depending on how close you are to retirement. We'll analyze the different stages of retirement planning, and how you should handle the stage that you are in. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Wisdom From Warren Buffett

    20/12/2022 Duration: 40min

    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

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