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Kevin Wray에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kevin Wray 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Simply Financial with Kevin Wray

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Manage series 2373906
Kevin Wray에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kevin Wray 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
  continue reading

275 에피소드

Artwork
icon공유
 
Manage series 2373906
Kevin Wray에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Kevin Wray 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
  continue reading

275 에피소드

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Simply Financial with Kevin Wray
Simply Financial with Kevin Wray podcast artwork
 
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…
 
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Simply Financial with Kevin Wray
Simply Financial with Kevin Wray podcast artwork
 
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
 
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Simply Financial with Kevin Wray
Simply Financial with Kevin Wray podcast artwork
 
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…
 
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Simply Financial with Kevin Wray
Simply Financial with Kevin Wray podcast artwork
 
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…
 
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Simply Financial with Kevin Wray
Simply Financial with Kevin Wray podcast artwork
 
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…
 
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…
 
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