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Simply Financial with Kevin Wray

219 Episodes

41 minutes | May 19, 2022
Financial Wisdom From Warren Buffett
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
41 minutes | May 12, 2022
SECURE Act 2.0
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
41 minutes | May 5, 2022
Retirement Planning With Mom
In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Apr 28, 2022
Financial Tennis
Let's see what we can learn about retirement planning from the game of tennis.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Apr 21, 2022
Risk Tolerance
One of the most important aspects of making a financial plan is to figure out what your risk tolerance is. We'll go over what that term means, and how you can use it to formulate a retirement plan that's right for you.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Apr 14, 2022
Busting Financial Myths
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
41 minutes | Apr 7, 2022
Retirement Game Night
Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Mar 31, 2022
Financial Game Shows
We'll look at some popular game shows and see how they might relate to your retirement planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Mar 24, 2022
SECURE Act 2.0
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
41 minutes | Mar 17, 2022
Retirement Planning With Shaq
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Mar 10, 2022
Retirement Planning with Einstein
What can we learn about financial planning from these quotes from Albert Einstein?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Mar 3, 2022
The Retirement Garden
What does retirement planning have in common with growing a garden?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Feb 24, 2022
Financial Terms
We'll clear up the confusion about some commonly heard financial terms.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Feb 17, 2022
Game Night
Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Feb 10, 2022
SECURE Act 2.0
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
41 minutes | Feb 3, 2022
Retirement Planning With Shaq
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Jan 27, 2022
The Retirement Airport
How is traveling through an airport like planning for retirement? Let’s explore...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Jan 20, 2022
Financial Grocery Shopping
How is planning for retirement like going to the grocery store? Let’s explore…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
41 minutes | Jan 13, 2022
Grading Your Financial Competency
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
41 minutes | Jan 6, 2022
Retirement Demographics
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
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