Simply Financial With Kevin Wray

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

Let's find out what financial lessons we can learn from some famous fables. 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

What financial lessons can we learn from the game of golf? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Conventional 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

We'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

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

We'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  

There 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