Simply Financial With Kevin Wray

The end of 2020 is coming quickly so let’s discuss the financial issues that need to be addressed before the year ends.   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

We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Maslow’s Hierarchy of Needs breaks down human needs into five different tiers. We'll have Kevin explain how he helps his clients address each of these tiers in their retirement planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

As with many things in life, with a little bit of critical thinking, we can take some basic gun safety principles and apply those principles to the financial planning world.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.   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

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

Just like the law of gravity in physics, there are financial laws that we need to consider.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500