Simply Financial With Kevin Wray
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 187:37:41
- More information
Informações:
Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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Taking Out The Financial Trash
08/09/2022 Duration: 40minSometimes you just need to go through your financial life and take out the trash. Let’s talk about the things that might need to be thrown out… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Tough Conversations
01/09/2022 Duration: 40minSometimes being a financial advisor means having uncomfortable conversations. Kevin will go over how he has helped people navigate some of these tricky conversations... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Game Night
25/08/2022 Duration: 40minLet's see what we can learn about financial planning from popular board games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Fables
18/08/2022 Duration: 40minLet's find out what financial lessons we can learn from some famous fables. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Wisdom From Warren Buffett
11/08/2022 Duration: 40minLet'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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The Retirement Golf Course
04/08/2022 Duration: 40minWhat financial lessons can we learn from the game of golf? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Challenging Conventional Wisdom
28/07/2022 Duration: 40minConventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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The Last Decade Before Retirement
21/07/2022 Duration: 40minWe'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Jeopardy
14/07/2022 Duration: 40minWe'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
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The First Visit
07/07/2022 Duration: 40minWe'll detail what the first visit with Kevin will look like. Later, we'll answer listener questions and go over some common financial "famous last words." Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Busting Financial Myths
29/06/2022 Duration: 40minThere are far too many myths out there in the financial world that can trip up retirement plans. We'll bust some of the most common retirement planning myths that people tend to fall for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Decision-Making Impediments
23/06/2022 Duration: 40minHave you ever experienced "paralysis by analysis"? There are many variables that can complicate your financial decisions - we'll dive into the most common ways and how you can overcome them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Planning With Dad
16/06/2022 Duration: 40minIn honor of Father's Day, let's see what financial lessons we can take from some common dad-isms. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Challenging Conventional Wisdom
09/06/2022 Duration: 40minConventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Picking A Retirement Date
02/06/2022 Duration: 40minWe'll go over what you should consider when picking your retirement date, and how to prepare for that date. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Game Night
26/05/2022 Duration: 40minLet's see what we can learn about financial planning from popular board games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Wisdom From Warren Buffett
19/05/2022 Duration: 40minLet'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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SECURE Act 2.0
12/05/2022 Duration: 40minYou may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Planning With Mom
05/05/2022 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 Tennis
28/04/2022 Duration: 40minLet's see what we can learn about retirement planning from the game of tennis. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500