Simply Financial With Kevin Wray

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 187:39:28
  • More information

Informações:

Synopsis

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

Episodes

  • Decision-Making Impediments

    23/06/2022 Duration: 40min

    Have 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

  • Retirement Planning With Dad

    16/06/2022 Duration: 40min

    In 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

  • Challenging Conventional Wisdom

    09/06/2022 Duration: 40min

    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

  • Picking A Retirement Date

    02/06/2022 Duration: 40min

    We'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

  • Retirement Game Night

    26/05/2022 Duration: 40min

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

  • Financial Wisdom From Warren Buffett

    19/05/2022 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

  • SECURE Act 2.0

    12/05/2022 Duration: 40min

    You 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

  • Retirement Planning With Mom

    05/05/2022 Duration: 40min

    In 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

  • Financial Tennis

    28/04/2022 Duration: 40min

    Let's see what we can learn about retirement planning from the game of tennis.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Risk Tolerance

    21/04/2022 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

  • Busting Financial Myths

    14/04/2022 Duration: 40min

    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

  • Retirement Game Night

    07/04/2022 Duration: 40min

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

  • Financial Game Shows

    31/03/2022 Duration: 40min

    We'll look at some popular game shows and see how they might relate to your retirement planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • SECURE Act 2.0

    24/03/2022 Duration: 40min

    You 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

  • Retirement Planning With Shaq

    17/03/2022 Duration: 40min

    Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Retirement Planning with Einstein

    10/03/2022 Duration: 41min

    What can we learn about financial planning from these quotes from Albert Einstein?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Retirement Garden

    03/03/2022 Duration: 40min

    What does retirement planning have in common with growing a garden?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Terms

    24/02/2022 Duration: 40min

    We'll clear up the confusion about some commonly heard financial terms.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Game Night

    17/02/2022 Duration: 40min

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

  • SECURE Act 2.0

    10/02/2022 Duration: 40min

    You 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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