PODCAST

Simply Financial with Kevin Wray

Kevin Wray

Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.

business investing

All Episodes

40:56

Retirement Planning With Jerry Seinfeld

Simply Financial with Kevin Wray ·

2023/08/03

We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Less Stress On Your Portfolio

Simply Financial with Kevin Wray ·

2023/07/27

Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Facts vs Fiction

Simply Financial with Kevin Wray ·

2023/07/20

Kevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Simple Solutions For Imminent Danger

Simply Financial with Kevin Wray ·

2023/07/13

Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Reasons Why People Don’t Visit Financial Advisors

Simply Financial with Kevin Wray ·

2023/07/06

There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:59

Financial Game Show

Simply Financial with Kevin Wray ·

2023/06/29

We'll look at some shows that captivated millions and how they can apply to Financial Planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Unlikely Financial Wisdom

Simply Financial with Kevin Wray ·

2023/06/22

We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Punny Situations

Simply Financial with Kevin Wray ·

2023/06/15

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

40:56

Awkward Conversations

Simply Financial with Kevin Wray ·

2023/06/08

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

40:56

Black Swan Events

Simply Financial with Kevin Wray ·

2023/06/01

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

40:56

Good News, Bad News

Simply Financial with Kevin Wray ·

2023/05/25

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

40:56

Generational Challenges

Simply Financial with Kevin Wray ·

2023/05/18

Kevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Retirement Planning With Mom

Simply Financial with Kevin Wray ·

2023/05/11

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. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Pet Peeves

Simply Financial with Kevin Wray ·

2023/05/04

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

40:56

Grading Your Financial Competency

Simply Financial with Kevin Wray ·

2023/04/26

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

40:56

Financial Commandments

Simply Financial with Kevin Wray ·

2023/04/20

What financial commandments should you be following as you prepare for retirement? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Risk Tolerance

Simply Financial with Kevin Wray ·

2023/04/13

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

40:56

Retirement Planning Lessons

Simply Financial with Kevin Wray ·

2023/04/06

Getting lost while driving in the car or hiking in the woods is kinda like getting lost in retirement planning. On today's episode, we look at why people get lost and how to get back on track… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Outdated Retirement Rules

Simply Financial with Kevin Wray ·

2023/03/30

Just like your iPhone gets old and needs to be replaced, the way that some people think about retirement is obsolete and needs to be updated. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Wisdom From Warren Buffett

Simply Financial with Kevin Wray ·

2023/03/23

Let's examine some quotes from one of history's most successful investors: Warren Buffett. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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Simply Financial with Kevin Wray

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