Simply Financial with Kevin Wray

Kevin will discuss how often he's seen certain things happen in his years of financial planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Makin’ a list and checkin’ it twice! In this episode, we’ll walk through a few scenarios and reveal whether the financial advisor in each one is acting naughty or nice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Even some seemingly negative financial circumstances can have a silver lining... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can air travel teach us about retirement planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can the game of golf teach us about retirement planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Sometimes the best way to optimize your money is simply to save it. Based on a recent article from AARP, let's talk through some quick and easy steps you can take that are often overlooked but can help reduce your expenses… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can we learn about investing from the restaurant industry? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500