EPISODE · Jan 15, 2026 · 41 MIN

New Year Checklist

from Simply Financial with Kevin Wray · host 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: 704-529-9500

Episode metadata supplied by the publisher feed · Published Jan 15, 2026

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New Year Checklist

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