Simply Financial With Kevin Wray

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://insightfolios.com/ Phone: 704-529-9500

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 to a financial advisor but instead wait until they have financial pain.   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 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

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

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

On today's show, we talk about some of the financial mistakes that Kevin has witnessed people make in the midst of a divorce and how you can try and avoid these mistakes.   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 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