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Daily Deals
New Year, New Me!
Manage episode 460333985 series 2373906
Content provided by Kevin Wray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Wray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
275 episodes
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Manage episode 460333985 series 2373906
Content provided by Kevin Wray. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kevin Wray or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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
275 episodes
All episodes
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1 Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried 41:00
41:00 
Play Later 
Play Later 
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Liked41:00
Play Later Play Later Lists Like LikedWhether 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…
1 Financial Book Club: The Psychology of Money 41:00
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Play Later Play Later Lists Like LikedWe’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…
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Play Later Play Later Lists Like LikedIn 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
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Daily Deals
Similar to Simply Financial with Kevin Wray
We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
…
continue reading
1
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Brian Burns
10k279
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