Simply Financial With Kevin Wray
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 186:15:09
- More information
Informações:
Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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Financial Temptations
23/09/2021 Duration: 40minHaving a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Glass Half-Full Or Half-Empty?
16/09/2021 Duration: 40minWe'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Invest Like A Genius
09/09/2021 Duration: 40minThey say that geniuses learn from the mistakes of others. We'll list out some common investing mistakes so that you can learn from them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Ready
02/09/2021 Duration: 40minWe'll discuss what it means to be ready for retirement, and how you can prepare your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Questions That You Didn't Know You Need To Ask
26/08/2021 Duration: 40minIt's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Most Common Retirement Planning Mistakes
12/08/2021 Duration: 40minWe'll cover the most common retirement planning mistakes that people make, so that you can avoid them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Statistics
05/08/2021 Duration: 40minWe'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Reasons To Get Life Insurance
29/07/2021 Duration: 40minLife insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Gold Medal Retirement
22/07/2021 Duration: 40minWinning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Inflation 101
15/07/2021 Duration: 40minInflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.
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Key Financial Memories
08/07/2021 Duration: 40minWe’ve found that your financial behaviors can be explained by things that you remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.
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Retirement Pop Quiz
01/07/2021 Duration: 40minPop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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The SECURE Act 2.0
24/06/2021 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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Preventative Care
17/06/2021 Duration: 40minAnyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Wisdom From Calvin and Hobbes
10/06/2021 Duration: 40minFinancial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Reading Your Statements
03/06/2021 Duration: 40minNearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Statistics
27/05/2021 Duration: 40minWe'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Reasons To Get Life Insurance
20/05/2021 Duration: 40minLife insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Retirement Pop Quiz
13/05/2021 Duration: 40minPop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Divorce Mistakes
05/05/2021 Duration: 40minOn today's show, we talk about some of the financial mistakes that Kevin has witnessed people make in the midst of a divorce and how you can try and avoid these mistakes. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500