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 ev…

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…

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

What does retirement planning have in common with growing a garden? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500Oleh Kevin Wray

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-…

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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.c…

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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…

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: 704-529-9500Oleh Kevin Wray

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

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh 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…

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: 704-529-9500Oleh 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: 704-529-9500Oleh 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: 704-529-9500Oleh 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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh 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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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: 704-529-9500Oleh Kevin Wray

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

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: 704-529-9500Oleh Kevin Wray