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

The last ten years before your retirement are often the most crucial for your financial plan. Make sure you have everything planned out correctly, to ensure a smooth retirement.   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 & Hobbes.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll discuss the reasons why it's advantageous to hire a financial advisor as you plan for retirement.    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 statistics for 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'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

Mark Twain has some great quotes - let's see how they can be applied to financial planning.    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

Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.   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

Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode.  We'll also discuss how your children can affect your retirement plans.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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