Sometimes you just need to go through your financial life and take out the trash. Let’s talk about the things that might need to be thrown out…

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Website: https://insightfolios.com/

Phone: 704-529-9500

Sometimes being a financial advisor means having uncomfortable conversations. Kevin will go over how he has helped people navigate some of these tricky conversations...

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500

Let's see what we can learn about financial planning from popular board games.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let's find out what financial lessons we can learn from some famous fables.

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Website: https://insightfolios.com/

Phone: 704-529-9500

Let's examine some quotes from one of history's most successful investors: Warren Buffett.

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Website: https://insightfolios.com/

Phone: 704-529-9500

What financial lessons can we learn from the game of golf?

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Website: https://insightfolios.com/

Phone: 704-529-9500

Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong.

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Website: https://insightfolios.com/

Phone: 704-529-9500

We'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle.

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Website: https://insightfolios.com/

Phone: 704-529-9500

We'll be questioning some answers this week as we play a game of financial jeopardy.

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Website: https://insightfolios.com/

Phone: 704-529-9500

We'll detail what the first visit with Kevin will look like. Later, we'll answer listener questions and go over some common financial "famous last words."

Contact Information:

Website: https://insightfolios.com/

Phone: 704-529-9500