Simply Financial With Kevin Wray

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

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

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

With the end of 2022 fast approaching, we'll see what financial actions you should take for yourself at the end of each year. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Sometimes 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

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

We'll take a deep dive into the history of Thanksgiving to see what financial planning parallels we can draw. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll analyze which aspects of the financial world are overrated, and which ones are underrated. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

You shouldn’t just be avoiding the seven deadly sins in your personal life, you  should avoid them in your financial life as well...

With football season in full swing, we'll see what financial parallels we can find with the game of the football. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

We'll look at the bright side of some financial scenarios you may be facing as you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll explain the different ways that financial advisors get paid, and how those payment models could secretly be impacting your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can we learn about different types of investors by comparing them to cups of coffee? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Sometimes 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

Sometimes 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

Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500