Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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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
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Risk Tolerance
21/04/2022 Duration: 40minOne 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
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Busting Financial Myths
14/04/2022 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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Retirement Game Night
07/04/2022 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 Game Shows
31/03/2022 Duration: 40minWe'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
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SECURE Act 2.0
24/03/2022 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 Shaq
17/03/2022 Duration: 40minLet’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
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Retirement Planning with Einstein
10/03/2022 Duration: 41minWhat can we learn about financial planning from these quotes from Albert Einstein? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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The Retirement Garden
03/03/2022 Duration: 40minWhat does retirement planning have in common with growing a garden? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Financial Terms
24/02/2022 Duration: 40minWe'll clear up the confusion about some commonly heard financial terms. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Game Night
17/02/2022 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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SECURE Act 2.0
10/02/2022 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