Simply Financial With Kevin Wray

We'll explain the different ways that financial advisors get paid, and how those payment models could secretly be impacting your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can we learn about different types of investors by comparing them to cups of coffee? 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

Sometimes being a financial advisor means having uncomfortable conversations. Kevin will go over how he has helped people navigate some of these tricky conversations... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's find out what financial lessons we can learn from some famous fables. 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 financial lessons can we learn from the game of golf? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle. 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 detail what the first visit with Kevin will look like. Later, we'll answer listener questions and go over some common financial "famous last words." Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500  

There are far too many myths out there in the financial world that can trip up retirement plans. We'll bust some of the most common retirement planning myths that people tend to fall for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Have you ever experienced "paralysis by analysis"? There are many variables that can complicate your financial decisions - we'll dive into the most common ways and how you can overcome them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We'll go over what you should consider when picking your retirement date, and how to prepare for that date.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's see what we can learn about financial planning from popular board games.   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

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