On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations. 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more. 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Kevin addresses the news you can expect when approaching your advisor - both good and bad. 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Kevin addresses the challenges presented for each generation in the financial retirement realm. 

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

In honor of Mother’s Day, let’s take some of the things that mom used to tell us and apply it to our financial planning.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Kevin will address some pet peeves he has within the financial world, and how to avoid them.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

In order to make sure that you're prepared for retirement, we first have to see how well you understand your own financial situation.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

What financial commandments should you be following as you prepare for retirement?

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

One of the most important aspects of making a financial plan is to figure out what your risk tolerance is. We'll go over what that term means, and how you can use it to formulate a retirement plan that's right for you.

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500