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 tarafından oluşturuldu

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 tarafından oluşturuldu

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

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

'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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

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 tarafından oluşturuldu

Let’s address some of the myths about Social Security. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

With Halloween approaching, let's see what parallels we can draw between finances and popular Halloween candy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

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…

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: 704-529-9500Kevin Wray tarafından oluşturuldu

Let's make sure that you don't have any income gaps in your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

Different cultures have different views on money. Let's take a trip around the world and see what financial lessons we can learn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

Make sure to avoid these common tax mistakes as you prepare for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

Kevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

We'll look at some shows that captivated millions and how they can apply to Financial Planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

Kevin addresses the news you can expect when approaching your advisor - both good and bad. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

Kevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu

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: 704-529-9500Kevin Wray tarafından oluşturuldu

Kevin will address some pet peeves he has within the financial world, and how to avoid them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Kevin Wray tarafından oluşturuldu