Simply Financial With Kevin Wray

Financial 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

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'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

There's no doubt that unhealthy food is all around us. It can be difficult to say no to that piece of cake, or bag of potato chips. But what are some parallels we can draw to the financial word? Kevin talks about how some of the properties that are in unhealthy foods can also be related to certain financial attributes that could potentially harm our portfolio.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

March Madness is here! But how does a basketball tournament relate to financial planning? You'd be surprised by the similarities.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Life 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

The last ten years before your retirement are often the most crucial for your financial plan. Make sure you have everything planned out correctly, to ensure a smooth retirement.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500    

Financial 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 & Hobbes.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll discuss the reasons why it's advantageous to hire a financial advisor as you plan for retirement.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll take a look at some statistics for retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Mark Twain has some great quotes - let's see how they can be applied to financial planning.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's see what we can learn about financial planning from some of cinema's most iconic villains.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode.  We'll also discuss how your children can affect your retirement plans.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500