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… Contact Information: 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... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

Let’s explore some of the financial lies people sometimes tell themselves… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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://in…

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: …

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: 704-529-9500Kevin Wray による

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… Contact Information: Website: http…

What can we learn about retirement planning from these quotes from Arnold Schwarzenegger? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

It’s not an annual tradition here on the show…more like an every-four-years tradition. Let’s see what we can learn about financial planning from some of the events taking place in the Summer Olympics… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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 Inform…

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: 704-529-9500Kevin Wray による

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,…

WhatTo Do If You're Forced To Retire Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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

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: 704-529-9500Kevin Wray による

Let’s explore some unhealthy foods and find their parallels in the financial world. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

Kevin will go over the signs for needing a financial advisor to look at your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

Kevin will play "fill in the blank" with some sentences that contain financial advice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による

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: 704-529-9500Kevin Wray による