Simply Financial with Kevin Wray: Recent Episodes
Kevin Wray
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
Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
What does retirement planning have in common with growing a garden?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors,
the majority of whom have been in the business for more than 20 years. Based on that
survey, let’s see what are other financial advisors experiencing with clients…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about retirement planning from these popular board games?
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Website: https://insightfolios.com/
Phone: 704-529-9500
Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Well, the Kansas City Chiefs are going to the Super Bowl…again. So their coach Andy Reid probably won’t be retiring anytime soon, but let’s still see what we can learn about retirement planning from these quotes from the Chiefs coach.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dolly Parton, the “queen of country music,” beloved singer-songwriter, actor, and philanthropist just turned 79. So to honor her, let’s see how we can apply a few of her quotes to our financial life…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans…
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Website: https://insightfolios.com/
Phone: 704-529-9500
As we kick off 2025, a lot of people consider what they want the year to look like and how to put their best foot forward, especially financially. Think: “new year, new me!” To figure out what the new “you” is all about, sometimes it helps to reflect first on what you’ve done in the past and what you want to change moving forward. Today, we’ll talk about the financial decisions and habits you’ve maybe had in the past and what changes you can make this year to embrace the new you.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We hear a lot of half-truths in the financial world, not necessarily because people try to make misleading statements, but because sometimes a simple statement just doesn’t quite tell the whole story. Let’s discuss a few examples…
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s discuss some of the financial matters that folks should consider addressing before the end of the year...
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s explore some of the financial lies people sometimes tell themselves…
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Website: https://insightfolios.com/
Phone: 704-529-9500
Psychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age…
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Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about retirement planning from these quotes from Arnold Schwarzenegger?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
It’s important to have a comprehensive financial plan for yourself, but sometimes even just a few quick, minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start making big positive improvements for yourself…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Are You Ready For Retirement? In today's conversation, we'll give you some key questions to consider.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer?
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Website: https://insightfolios.com/
Phone: 704-529-9500
There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
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…
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Website: https://insightfolios.com/
Phone: 704-529-9500
WhatTo Do If You're Forced To Retire
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Website: https://insightfolios.com/
Phone: 704-529-9500
Does Kevin Agree or Disagree with Common Financial Assumptions?
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Website: https://insightfolios.com/
Phone: 704-529-9500
Retirement 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
Let’s explore some unhealthy foods and find their parallels in the financial world.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In 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
With 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
With 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
Kevin 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
There 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
We'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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Now 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
Kevin will play "fill in the blank" with some sentences that contain financial advice.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some famous Christmas movie characters, and we'll see what similarities they have with some common financial characters that Kevin sees coming into his office.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's see what items that Kevin would put in someone's financial stocking, and which items he would leave out.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Now that the season is well underway, let’s continue our annual tradition of finding new ways to learn financial planning lessons from the game of football.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s address some of the myths about Social Security.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With Halloween approaching, let's see what parallels we can draw between finances and popular Halloween candy.
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Website: https://insightfolios.com/
Phone: 704-529-9500
You probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll go over the most common mistakes that couples make in their retirement planning. Make sure that your retirement is a good fit for both you and your spouse.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Let's make sure that you don't have any income gaps in your retirement plan.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Now that the season is well underway, let’s continue our annual tradition of finding new ways to learn financial planning lessons from the game of football.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Different cultures have different views on money. Let's take a trip around the world and see what financial lessons we can learn.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll explore the reasons why retirement planning is different today compared to even a few years ago.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Make sure to avoid these common tax mistakes as you prepare for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
You probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s address some of the myths about Social Security.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin sheds some light on some commonly misunderstood areas in the financial space.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some shows that captivated millions and how they can apply to Financial Planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin addresses the news you can expect when approaching your advisor - both good and bad.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin addresses the challenges presented for each generation in the financial retirement realm.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
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
Kevin will address some pet peeves he has within the financial world, and how to avoid them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In order to make sure that you're prepared for retirement, we first have to see how well you understand your own financial situation.
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Website: https://insightfolios.com/
Phone: 704-529-9500
What financial commandments should you be following as you prepare for retirement?
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Website: https://insightfolios.com/
Phone: 704-529-9500
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
Getting lost while driving in the car or hiking in the woods is kinda like getting lost in retirement planning. On today's episode, we look at why people get lost and how to get back on track…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's examine some quotes from one of history's most successful investors: Warren Buffett.
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Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about retirement planning from some famous Steve Martin quotes?
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Website: https://insightfolios.com/
Phone: 704-529-9500
With Spring cleaning season approaching, it's time to see how you can organize your financial closet.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll analyze some famous quotes by famous baseball player Yogi Berra, and see how they might relate to your financial plan.
Oscars season is fast approaching, so let's see what financial lessons we can learn from some famous Oscar-winning movies.
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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
Let's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen.
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Website: https://insightfolios.com/
Phone: 704-529-9500
With 2023 upon us, let's see what resolutions you can make to improve your retirement plan.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With 2023 kicking into gear, we'll see what this upcoming year has in store. We'll also reflect on the biggest financial headlines of 2022.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Your financial planning priorities will be different depending on how close you are to retirement. We'll analyze the different stages of retirement planning, and how you should handle the stage that you are in.
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
With the end of 2022 fast approaching, we'll see what financial actions you should take for yourself at the end of each year.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll be questioning some answers this week as we play a game of financial jeopardy.
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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…
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s address some of the myths about Social Security...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll take a deep dive into the history of Thanksgiving to see what financial planning parallels we can draw.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll analyze which aspects of the financial world are overrated, and which ones are underrated.
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Website: https://insightfolios.com/
Phone: 704-529-9500
You shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well...
With football season in full swing, we'll see what financial parallels we can find with the game of the football.
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
If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at the bright side of some financial scenarios you may be facing as you plan for retirement.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll explain the different ways that financial advisors get paid, and how those payment models could secretly be impacting your portfolio.
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Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about different types of investors by comparing them to cups of coffee?
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's find out what financial lessons we can learn from some famous fables.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's examine some quotes from one of history's most successful investors: Warren Buffett.
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Phone: 704-529-9500
What financial lessons can we learn from the game of golf?
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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.
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Phone: 704-529-9500
We'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle.
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Phone: 704-529-9500
We'll be questioning some answers this week as we play a game of financial jeopardy.
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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."
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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.
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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.
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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.
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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.
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's see what we can learn about financial planning from popular board games.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's examine some quotes from one of history's most successful investors: Warren Buffett.
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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.
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Phone: 704-529-9500
Let's see what we can learn about retirement planning from the game of tennis.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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
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
Let's see what we can learn about financial planning from popular board games.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll look at some popular game shows and see how they might relate to your retirement planning.
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…
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Phone: 704-529-9500
What can we learn about financial planning from these quotes from Albert Einstein?
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Phone: 704-529-9500
What does retirement planning have in common with growing a garden?
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Phone: 704-529-9500
We'll clear up the confusion about some commonly heard financial terms.
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Phone: 704-529-9500
Let's see what we can learn about financial planning from popular board games.
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s see what we can learn about retirement planning from these Shaquille O’Neal quotes…
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Phone: 704-529-9500
How is traveling through an airport like planning for retirement? Let’s explore...
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Phone: 704-529-9500
How is planning for retirement like going to the grocery store? Let’s explore…
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Phone: 704-529-9500
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
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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll dive into how to set up a solid financial foundation for you to build your retirement plan on.
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Website: https://insightfolios.com/
Phone: 704-529-9500
It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Everyone behaves differently in stressful situations. We'll detail some common ways that people deal with market volatility, and how you should handle it when it inevitably happens.
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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.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s take some quotes from Walt Disney and turn them into financial wisdom.
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Phone: 704-529-9500
Let’s explore some of the financial lies people sometimes tell themselves and how it can affect their retirement plan.
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Phone: 704-529-9500
The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…
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Phone: 704-529-9500
Mister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom.
We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning?
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Website: https://insightfolios.com/
Phone: 704-529-9500
It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers.
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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
Wisdom can come from unexpected places. We'll examine some quotes from some unlikely sources, and see what they can tell us about retirement planning.
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Website: https://insightfolios.com/
Phone: 704-529-9500
The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t…
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Website: https://insightfolios.com/
Phone: 704-529-9500
Having a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future.
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Website: https://insightfolios.com/
Phone: 704-529-9500
They say that geniuses learn from the mistakes of others. We'll list out some common investing mistakes so that you can learn from them.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll discuss what it means to be ready for retirement, and how you can prepare your portfolio.
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Website: https://insightfolios.com/
Phone: 704-529-9500
It's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
We'll cover the most common retirement planning mistakes that people make, so that you can avoid them.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio.
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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.
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Phone: 704-529-9500
Inflation seems to be at the top of the nation's mind lately, due to rising prices in nearly every sector of the economy. We'll go over everything you need to know about inflation and how it could affect your retirement.
We’ve found that your financial behaviors can be explained by things that you remember about money from impressionable moments earlier in your life - maybe when you were a child, or maybe when you first started investing. We'll explain the financial behaviors that we’ve seen people exhibit because of their formative memories.
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study.
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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
Anyone in the healthcare profession will be quick to tell you about the vital importance of preventative care. But most people simply don’t engage with the healthcare industry until they have some kind of pain that needs to be addressed. And we’ve found the same to be true with the way that people treat financial advisors. Let’s talk about some of the reasons that people avoid proactively talking to a financial advisor but instead wait until they have financial pain.
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Phone: 704-529-9500
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes.
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Phone: 704-529-9500
Nearly everyone gets some kind of statement from their investment accounts every month or every quarter. Sometimes they look at it, sometimes they don’t. But for those who do look at it, how much do they really understand what they’re looking at? Let’s explore some of the common things found on statements.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Pop Quiz! Let's see how much you know about your retirement planning. Don't worry, Kevin can help you study.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
On today's show, we talk about some of the financial mistakes that Kevin has witnessed people make in the midst of a divorce and how you can try and avoid these mistakes.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin and Hobbes.
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Website: https://insightfolios.com/
Phone: 704-529-9500
People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that we can for each individual situation. Kevin will detail his unfiltered opinions on the financial world, to make sure you get nothing but the truth as you plan for retirement.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll give Kevin some recent statistics about retirees and pre-retirees, and see how they line up with his local experience.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
There's no doubt that unhealthy food is all around us. It can be difficult to say no to that piece of cake, or bag of potato chips. But what are some parallels we can draw to the financial word? Kevin talks about how some of the properties that are in unhealthy foods can also be related to certain financial attributes that could potentially harm our portfolio.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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
March Madness is here! But how does a basketball tournament relate to financial planning? You'd be surprised by the similarities.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Life insurance has multiple benefits beyond what you would expect. See if life insurance might be the right financial tool for your portfolio.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
The last ten years before your retirement are often the most crucial for your financial plan. Make sure you have everything planned out correctly, to ensure a smooth retirement.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Financial wisdom can be found in the unlikeliest places. This time around, let's see what information we can glean from the beloved comic strip Calvin & Hobbes.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll discuss the reasons why it's advantageous to hire a financial advisor as you plan for retirement.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll take a look at some statistics for 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
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
Mark Twain has some great quotes - let's see how they can be applied to financial planning.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's see what we can learn about financial planning from some of cinema's most iconic villains.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode. We'll also discuss how your children can affect your retirement plans.
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Website: https://insightfolios.com/
Phone: 704-529-9500
The end of 2020 is coming quickly so let’s discuss the financial issues that need to be addressed before the year ends.
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Website: https://insightfolios.com/
Phone: 704-529-9500
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
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Maslow’s Hierarchy of Needs breaks down human needs into five different tiers. We'll have Kevin explain how he helps his clients address each of these tiers in their retirement planning.
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Website: https://insightfolios.com/
Phone: 704-529-9500
As with many things in life, with a little bit of critical thinking, we can take some basic gun safety principles and apply those principles to the financial planning world.
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Website: https://insightfolios.com/
Phone: 704-529-9500
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let's see what we can learn about financial planning from some of cinema's most iconic villains.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
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
Just like the law of gravity in physics, there are financial laws that we need to consider.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom.
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Website: https://insightfolios.com/
Phone: 704-529-9500
In honor of our moms, let’s take some of the things that they used to tell us and apply them to our financial planning.
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Website: https://insightfolios.com/
Phone: 704-529-9500
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Let’s talk about some of the areas of your financial life where you might be flirtin’ with disaster and don’t even know it.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
One of the signs of a great financial advisor is the ability to navigate awkward financial conversations. Let's discuss some common ones that can pop up, and how Kevin is able to handle them.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll examine some common mindsets that people can have about their finances. Some of your beliefs about your money could be mistaken. Tune in to find out which ones.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll take a look at several common retirement-related scenarios and see how you can turn crisis into an opportunity to better your life.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Most people don’t realize how many different types of risk they need to guard against in their financial planning. Kevin will break down a few of these risks and how to address them.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Let's see how well you know your finances. We'll go through a checklist of things that you should know as you go through retirement.
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Website: https://insightfolios.com/
Phone: 704-529-9500
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
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Website: https://insightfolios.com/
Phone: 704-529-9500
There are financial lessons to be learned from almost every area of life. So let’s see what we can learn about retirement planning from things that get discussed on the Weather Channel.
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Phone: 704-529-9500
What can we learn about money by exploring some quotes from the great Ben Franklin?
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Phone: 704-529-9500
There are many financial decisions that you may come to regret later on down the road. We'll take a look at some of the common retirement planning choices that you should be careful with.
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Website: https://insightfolios.com/
Phone: 704-529-9500
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
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Website: https://insightfolios.com/
Phone: 704-529-9500
There are many things that people can get wrong when they plan for retirement. We'll tell you what they are so you don't make the same mistakes.
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Website: https://insightfolios.com/
Phone: 704-529-9500
In nearly all of the retail, restaurant and hospitality world, the old saying is that “the customer is always right.” But when it comes to financial planning, it’s probably not wise to subscribe to that idea. What’s the point of having a financial coach if your advice is better than your coach’s advice? Let’s talk about some statements you might hear from clients that might require you to push back because the customer isn’t always right.
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Website: https://insightfolios.com/
Phone: 704-529-9500
The coronavirus pandemic has a lot of people frozen in their tracks when it comes to financial planning. When there’s so much uncertainty in the air, it can be easy to use that uncertainty as an excuse to be paralyzed. Kevin gives his advice to overcoming this hesitation and why waiting around is never the answer.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
For some people, being trapped in their house as a result of “social distancing” has been a good opportunity to do some decluttering—especially cleaning out closets. Let’s see what principles we can take from a closet clean-out that we can apply to our financial lives.
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Website: https://insightfolios.com/
Phone: 704-529-9500
Because many of the government responses to the coronavirus crisis have come in waves, it can be hard to keep up with everything that has been passed. Let’s review some of the major things that have been implemented so far.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
There are certain things in your financial life that should be kept separated. We’ll call it social distancing for your money. Kevin will explain why some elements in the financial realm should be kept at least 6 feet apart.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Hopefully the coronavirus economic disaster is a once-in-a-lifetime type of event. But there will certainly be some other crisis in the future that you need to be prepared for. Let’s talk about some of the lessons learned so far that will help you next time (if you weren’t prepared this time around).
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Website: https://insightfolios.com/
Phone: 704-529-9500
The Coronavirus (COVID-19) is having a dramatic impact on our daily lives and many people are taking a huge financial hit from lost wages, a volatile stock market, and general economic uncertainty. Kevin will give his thoughts on what has been happening and his advice on how to withstand all of this volatility.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With all of the stock market woes that the Coronavirus is causing, let's take a look back at some other prominent market drops and see what we can learn from them.
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Website: https://insightfolios.com/
Phone: 704-529-9500
We'll examine the distinct stages of retirement planning, and what should be accomplished within each stage. Which stage are you in?
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Website: https://insightfolios.com/
Phone: 704-529-9500
There are many famous movie quotes that are heavily reiterated in our society. On today’s show, we will take some of these quotes and relate them to a financial topic. We will also talk about the advantages and disadvantages of having a fair amount of cash on hand.
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Website: https://insightfolios.com/
Phone: 704-529-9500
The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
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Website: https://insightfolios.com/
Phone: 704-529-9500
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Kevin will explain how he has seen these different upbringings manifest themselves in people's financial mindsets many years later. We will also tackle some of the major questions that people have when they receive an inheritance.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”
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Website: https://insightfolios.com/
Phone: 704-529-9500
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
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Website: https://insightfolios.com/
Phone: 704-529-9500
With the new year upon us, let’s run through the checklist of things people should be thinking about as it relates to their financial plans. We will also discuss which assets you may find yourself taking for granted that make up a huge piece of your puzzle.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Risk is a huge factor when it comes to retirement planning. Kevin will break down the different types of risk and explain how each one can affect your portfolio. We will also look at the three qualities of money which include: safety, growth, and liquidity.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
On this week's show, we will look at common symptoms in the medical field and relate them to finances. Kevin will be given a symptom and then write a financial prescription on how to alleviate that affliction.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. We’ll also look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Kevin will help you avoid some common 401(k) missteps. He'll also answer listener questions, clear up what tax loss harvesting means, and give his thoughts on the fiscal responsibility of government.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sometimes being a good advisor means having uncomfortable conversations. Tell us about how you’ve helped people navigate some of these tricky situations and plan appropriately.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
If you take a close look at the worst investors in society, you’ll find some recurring traits and mistakes that show up a lot. Are you guilty of any of these? We also take a look at the variables that factor into retirement planning as well.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Flying and retirement planning have a lot of parallels between them. Kevin will break down how these two subjects relate to each other. We also take a look at the 7 deadly sins and see how they can potentially become a problem when you are building a retirement plan for success.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
If life insurance becomes part of your retirement plan, you need to make sure you’re able to cash in on a claim should the situation arise. Unfortunately, people make mistakes that end up preventing that from happening. We’ll tell you about those and what you can do to keep that from happening. We also dive into financial statements people make that often do not turn out well and take a look at what might be a better option.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
There are actually a lot of principles from the personal training and fitness world that we can apply to retirement planning. Let’s explore some similarities and learn how to increase our level of financial fitness.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves.
If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. We'll take a look at that analogy, plus look at some financial disasters you'll want to avoid in your portfolio.
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.
For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Make a decision and move forward. Let’s discuss some of the things that can cause the decision-making process to stall
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.
Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves
How is planning a successful retirement like playing a game of chess? Let’s break down some of the pieces on the chess board.
We'll pretend that we're making a yearbook for the financial world. Let's see who or what would get superlatives in this yearbook, like "most popular" and "most likely to succeed."
We'll be busting some financial myths on today's show. Later, we'll help you ask better questions about your retirement plan.
It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.
We'll be celebrating debate season by having some debates of our own - about financial topics, of course.
Now that summer is in full-swing, let's take a look at how retirement planning is like growing a garden.
Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work in retirement planning (and beyond).
What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations, and figuring out the answer to some crucial retirement planning questions.
We'll try to correct some wishful thinking that you have about finances, as well as how to properly handle sudden market corrections.
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
This week we'll give you our take on what's overrated and underrated - both in and out of the financial world. We'll also answer some listener questions, crack open the financial dictionary, and much more.
It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.
How is planning for retirement like going to the grocery store? Let's make sure that you can spend your retirement money with confidence and know the ins and outs of annuities.
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations, and figuring out the answer to some crucial retirement planning questions.
Many famous quotes weren't intended to be about finances, but there's plenty of retirement planning wisdom that can still be found in them. We'll find some unlikely wisdom from celebrity quotes. After that, we will explore some of the financial lies that people tell themselves.
From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.
We'll discuss how to make it through the retirement red zone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.
One of the most important aspects of retirement planning is income planning. Unfortunately, there are several ways that this crucial step can go wrong. Let's talk about some common income planning mistakes.
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
Some people in the financial media like to make apocalyptic predictions about certain aspects of the economy and stock market. Which of these proclamations have some merit? We'll also determine what money in your portfolio could be doing more work for you.
Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Let’s talk about some of the situations where people might be inclined to take the immediate benefit, when they should really consider the delayed benefit.
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.
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, there are some universal truths about finances that you must keep in mind if you want to have a successful retirement.
We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?
It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year. In the process, we'll determine where your retirement stands.
There are a lot of questions to answer as you plan for retirement, and typically these questions should be answered far before you stop working. Let's look at some key parts of your plan, and how far out from retirement you should be when you figure them out.. We'll also delve into what it means to be financially independent.
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
There are a lot of possible mistakes that you could make when planning for retirement. So many, in fact, that we couldn't fit them all into one episode. Let's detail some more common money mistakes that people make, so that you won't make them.
A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. Kevin will go over some of the most common money mistakes and how to avoid them.
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
Let’s assume that all of our listeners are on the “nice” list, so they should be getting good gifts in their financial stocking. We'll discuss some stocking stuffers that Santa could put in for your finances. We'll also discuss some influential memories that might affect your financial decision-making.
We'll discuss how to make it through the retirement red zone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.
Our listeners have been wanting to know more about Medicare, so Kevin will take a deep dive into the program and all of its many parts. We'll then close out the show by answer some listener questions about selling a business and handling a pension buy-out.
With the end of the year coming up, it might be time to start thinking about resolutions you can make going forward. Some possible new year's resolutions would be to catch what's in your retirement planning blind spots, and to conquer your financial fears.
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio? Kevin will also help you avoid rookie mistakes in financial planning.
Special guest Dan Cuprill comes on the show to discuss his latest book about defusing the potential tax time bomb in your retirement plan. He and Kevin will also answer some listener questions.
Kevin will help you avoid some common 401(k) missteps. He'll also answer listener questions, clear up what tax loss harvesting means, and give his thoughts on the fiscal responsibility of government.
Major life changes happen more often than you think. Let's make sure that you are financially prepared for anything life throws your way. Later, we'll answer some listener questions.
Today we'll be talking about taxes in retirement, as well as what to do about bonds. Don't worry, we'll make it entertaining. Later, we'll answer some listener questions.
We'll go over some financial warning signs in your retirement portfolio, as well as emotions that could factor into your retirement planning decisions.
There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss reading the fine print on several investments, as well as some tips to finding satisfaction in retirement.
Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes. Later, let's make sure we're not procrastinating in solving retirement uncertainties.
Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. We'll also evaluate some rules of thumb and see how Kevin goes against the grain of the financial industry.
In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years. Later, Kevin will take a multiple choice quiz.
We'll see if Kevin agrees or disagrees with certain statements about finances. We'll also discuss whether you can actually handle the risk you are taking in your portfolio.
Special guest Dan Cuprill comes on the show to discuss his latest book about defusing the potential tax time bomb in your retirement plan. He and Kevin will also answer some listener questions.
Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning.
Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed, along with financial jargon that some advisors might try using on you.
Kevin will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.
We'll discuss how to make it through the retirement redzone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.
This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.
Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table.
While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.
Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest.
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
If you've ever ridden the subway in London, you've probably noticed the "Mind The Gap" signs warning you to beware of the gap between the train door and the station platform. Let's talk about minding the gaps in your retirement plan. We'll also discuss the financial issues we tend to procrastinate.
Think of Kevin as your financial doctor. Hear what he would prescribe for some symptoms you may be experiencing. After that initial consult, we'll learn some financial lessons from quotes by Mick Jagger, as well as identify some red flags you should watch out for in your portfolio.
A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.
Everyone has something they want to do or accomplish in retirement. Let's talk about your goals in retirement. We'll also have a conversation on tax planning and some things that don't matter...until they do.
Your retirement will look much different than your parents'. Find out why. We'll also explain why there's really only three places you can invest.
In honor of Mother's Day, let's take some financial lessons from mom. We'll also share some uncommon sense.
We're not going to get too political, but join us for a discussion on financial planning in Trump's America. We'll also learn finance from the world of medicine. Finally, tell your advisor to give it to you straight. It's time we stop speaking in financial code. Say what you mean.
Your financial circumstances could have both positive and negative aspects. Learn about that double-edged sword. We'll also listen to the wisdom of Will Rogers and have a conversation on life insurance.
Don't flirt with disaster in your portfolio. Learn where danger could be lurking. We'll also learn about retirement by exploring the game of basketball and play a game of "Fact Or Fiction."
Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.
Learn financial lessons from some of the richest musicians in history. We'll also find out whether Kevin could be elected to the hypothetical office of financial advisor. Finally, we'll take a deep dive and examine pensions.
Get philosophical, and ponder important financial questions. We'll also give you the good news and bad news about your finances.
Learn the different types of risk that could affect your portfolio. Get a gut reaction from Kevin on some crucial statistics. Finally, we'll give you three qualities of money.
Let's tour the "Market Crash Hall Of Fame", and go over some of the famous crashes in American history. Be sure you are prepared for the next one. Then, we'll discuss some things in the investment world that could drive you crazy.
Remember that old retail saying "the customer is always right?" We'll explain why that might not always be the case. We'll also grade your financial competency.
Join us on Simply Financial as we address your frequent questions about 401(k) accounts. We'll also help you set your expectations for your financial advisor.
There are financial lessons to be learned from almost every area of life. Let's see what we can learn from the weather, so that you can have a sunny retirement even when it looks stormy outside. We'll also spend time talking directly to the Baby Boomers who are listening.
Make sure you're avoiding key behaviors that could ruin your retirement. We'll also discuss longevity and examine a recent case study on IRAs.