Simply Financial with Kevin Wray

In order to make sure that you're prepared for retirement, we first have to see how well you understand your own financial situation. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What financial commandments should you be following as you prepare for retirement? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Getting lost while driving in the car or hiking in the woods is kinda like getting lost in retirement planning. On today's episode, we look at why people get lost and how to get back on track… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

What can we learn about retirement planning from some famous Steve Martin quotes?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With Spring cleaning season approaching, it's time to see how you can organize your financial closet. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll be questioning some answers this week as we play a game of financial jeopardy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll analyze some famous quotes by famous baseball player Yogi Berra, and see how they might relate to your financial plan.

Oscars season is fast approaching, so let's see what financial lessons we can learn from some famous Oscar-winning movies. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With 2023 upon us, let's see what resolutions you can make to improve your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With 2023 kicking into gear, we'll see what this upcoming year has in store. We'll also reflect on the biggest financial headlines of 2022. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Your financial planning priorities will be different depending on how close you are to retirement. We'll analyze the different stages of retirement planning, and how you should handle the stage that you are in. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

With the end of 2022 fast approaching, we'll see what financial actions you should take for yourself at the end of each year. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll be questioning some answers this week as we play a game of financial jeopardy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Sometimes you just need to go through your financial life and take out the trash. Let’s talk about the things that might need to be thrown out… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let’s address some of the myths about Social Security... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll take a deep dive into the history of Thanksgiving to see what financial planning parallels we can draw. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll analyze which aspects of the financial world are overrated, and which ones are underrated. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500