Simply Financial With Kevin Wray

Tune in as Kevin and Walter take a look at an article about the 5 biggest retirement regrets of retirees.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Where do you stand when it comes to retirement planning? Whether you have no idea if you can retire, think you can retire, or know you can retire, we'll cover some critical questions you need to think about.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

There are certain retirement planning principles that apply to everyone…regardless of who you are, how much money you have, when you’re retiring, or where you live. Let's talk about them in today's conversation.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

You can pretty much guarantee that the marathon at the Olympics will be won by an athlete from Kenya. But you can win the Retirement Marathon. Let’s discuss how…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Winning a gold medal would be nice, but let’s be honest… winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment together…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Do you have any bad habits in your financial life? Tune in as we talk about some common ones that can have big consequences...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Next time you’re doing chores around the house, let those tasks serve as a reminder of good principles to follow in your financial life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

You can anticipate a lot of the expenses that you’ll face in retirement, but it seems that most people forget about at least one of these and don’t factor it into their plan…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic lines that dads say and then apply them to financial planning…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In 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

There 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

It’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

It’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

Let’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

The 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

Join 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

Americans 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 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   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Does Kevin Agree or Disagree with Common Financial Assumptions?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500