Simply Financial with Kevin Wray

The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom.

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

It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Kevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see what they can tell us about retirement planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

They say that geniuses learn from the mistakes of others. We'll list out some common investing mistakes so that you can learn from them.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll discuss what it means to be ready for retirement, and how you can prepare your portfolio.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll cover the most common retirement planning mistakes that people make, so that you can avoid them.   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

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

Winning a gold medal would be nice, but let’s be honest…winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment.   Contact Information: Website: https:...

Inflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.

We’ve found that your financial behaviors can be explained by things that you  remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.

Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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

Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking...

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

Nearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements.   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