Simply Financial With Kevin Wray
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 186:15:01
- More information
Informações:
Synopsis
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
-
Rookie Investing Mistakes & Retirement Baseball
30/05/2024 Duration: 41minIn today's conversation, we'll cover some of the common investing mistakes that we see people make (and it’s not just rookies making the mistakes)! We'll also see what can we learn about retirement planning from the game of baseball. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Half-Baked Ideas
23/05/2024 Duration: 41minThere are a lot of half-baked ideas floating around out there that people assume are smart moves. But are they? Why might some of these half-baked ideas be bad ones? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Graduating into Retirement
16/05/2024 Duration: 41minIt’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Financial Planning with Mom
09/05/2024 Duration: 41minIt’s our annual Mother’s Day tradition here on the show. 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
-
Major Life Changes
02/05/2024 Duration: 41minLet’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Irreversible Decisions
18/04/2024 Duration: 41minThe conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Retirement Planning Statistics
04/04/2024 Duration: 41minJoin Kevin and Walter as they take a look at some of the latest national retirement planning statistics. As we run through these numbers, Kevin will share his insights from a financial advisor's perspective. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Practical Strategies for Retirees Against Scams & Fraud
28/03/2024 Duration: 41minAmericans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
The Great Wealth Transfer
21/03/2024 Duration: 41minThe Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
WhatTo Do If You're Forced To Retire
13/03/2024 Duration: 41minWhatTo Do If You're Forced To Retire Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Does Kevin Agree or Disagree with Common Financial Assumptions?
06/03/2024 Duration: 41minDoes Kevin Agree or Disagree with Common Financial Assumptions? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Are You Playing The Guessing Game With Your Retirement Plan?
28/02/2024 Duration: 41minRetirement planning should involve careful, strategic choices. Unfortunately, too many people play the guessing game when it comes to their financial future... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Unhealthy Financial Foods
22/02/2024 Duration: 40minLet’s explore some unhealthy foods and find their parallels in the financial world. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
The Good Ol' Days
15/02/2024 Duration: 40minIn some ways, retirement planning was easier back in the good ol’ days. How does Kevin help people overcome financial challenges that their parents and grandparents didn’t necessarily have to face? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Your Financial Valentine
08/02/2024 Duration: 40minWith Valentine's Day approaching, we'll see what financial analogies we can find in some common symbols of the holiday. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Getting Out Of Your Own Way
01/02/2024 Duration: 40minWith retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Reasons To Hire A Financial Advisor
25/01/2024 Duration: 40minKevin will go over the signs for needing a financial advisor to look at your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Milestone Ages In Retirement Planning
18/01/2024 Duration: 40minThere are some key ages in retirement that you should be planning your finances around. Let's see which ages you should be preparing for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
Retirement Planning With Aristotle
11/01/2024 Duration: 40minWe'll rewind the clock, and look at some famous quotes by the Greek philosopher Aristotle to see what financial wisdom we can learn from them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
-
New Year Checklist
04/01/2024 Duration: 40minNow that 2023 has come and gone, let's take a look at what financial preparations you should be making for 2024. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500