Simply Financial with Kevin Wray Kevin Wray

It’s graduation season, with a whole new batch of college and high school graduatesentering the world. Let’s look at some of the similarities between graduating fromschool and shifting into retirement…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

It’s our annual Mother’s Day tradition here on the show. Let’s take some of the thingsthat mom used to tell us and apply it to our financial planning…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Let’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone…
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Join Kevin and Walter as they take a look at some of the latest national retirement planning statistics. As we run through these numbers, Kevin will share his insights from a financial advisor's perspective. 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. 
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500