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Retirement Planning with Andy Reid
Manage episode 465317193 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.
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
275 episodes
ShareManage episode 465317193 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.
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
275 episodes
All episodes
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1 Financial Book Club: The Psychology of Money 41:00
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…
What can we learn about retirement planning from these popular board games? Contact Information: 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
1 The Five Love Languages of Financial Planning 41:00
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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
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… Contact Information: 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…
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Simply Financial with Kevin Wray
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…
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Simply Financial with Kevin Wray
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: 704-529-9500
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Simply Financial with Kevin Wray
Let’s explore some of the financial lies people sometimes tell themselves… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Simply Financial with Kevin Wray
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…
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Simply Financial with Kevin Wray
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…
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Simply Financial with Kevin Wray
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… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500…
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Simply Financial with Kevin Wray
1 Retirement Planning with Arnold Schwarzenegger 40:51
40:51 Play Later Play Later Lists Like Liked40:51
Play Later Play Later Lists Like LikedWhat can we learn about retirement planning from these quotes from Arnold Schwarzenegger? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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Simply Financial with Kevin Wray
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…
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Simply Financial with Kevin Wray
1 Key Questions To Ask As You Approach Retirement 41:00
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Play Later Play Later Lists Like LikedAre 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
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Simply Financial with Kevin Wray
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: 704-529-9500
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Simply Financial with Kevin Wray
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
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Simply Financial with Kevin Wray
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
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Simply Financial with Kevin Wray
1 The 5 Biggest Retirement Regrets of Retirees 41:00
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Play Later Play Later Lists Like LikedTune 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
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Simply Financial with Kevin Wray
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
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Daily Deals
Similar to Simply Financial with Kevin Wray
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