Turning 62 might not seem like a big milestone since it’s not a number that ends in zero. But it’s a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it’s important to know your “why” for whatever you choose. 

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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…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Like every new year, 2026 comes with a few new changes. Let’s talk about what you need to know about the year ahead and how to prepare for it financially. 

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Website: https://insightfolios.com/

Phone: 704-529-9500

Kevin will discuss how often he's seen certain things happen in his years of financial planning.

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Website: https://insightfolios.com/

Phone: 704-529-9500

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Makin’ a list and checkin’ it twice! In this episode, we’ll walk through a few scenarios and reveal whether the financial advisor in each one is acting naughty or nice.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Even some seemingly negative financial circumstances can have a silver lining...

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Website: https://insightfolios.com/

Phone: 704-529-9500

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?

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Website: https://insightfolios.com/

Phone: 704-529-9500

What can air travel teach us about retirement planning?

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Website: https://insightfolios.com/

Phone: 704-529-9500

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out…

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500