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

40:54

The Retirement Gridiron

Simply Financial with Kevin Wray ·

2022/10/27

With football season in full swing, we'll see what financial parallels we can find with the game of the football. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Wisdom From Warren Buffett

Simply Financial with Kevin Wray ·

2022/10/20

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

40:54

Your Biggest Assets

Simply Financial with Kevin Wray ·

2022/10/13

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Retirement Planning With Jerry Seinfeld

Simply Financial with Kevin Wray ·

2022/10/06

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

40:56

Financial Silver Linings

Simply Financial with Kevin Wray ·

2022/09/29

We'll look at the bright side of some financial scenarios you may be facing as you plan for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

The Cost Of Doing Business

Simply Financial with Kevin Wray ·

2022/09/22

We'll explain the different ways that financial advisors get paid, and how those payment models could secretly be impacting your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

The Retirement Barista

Simply Financial with Kevin Wray ·

2022/09/15

What can we learn about different types of investors by comparing them to cups of coffee? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Taking Out The Financial Trash

Simply Financial with Kevin Wray ·

2022/09/08

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

40:56

Tough Conversations

Simply Financial with Kevin Wray ·

2022/09/01

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

40:56

Retirement Game Night

Simply Financial with Kevin Wray ·

2022/08/25

Let's see what we can learn about financial planning from popular board games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Fables

Simply Financial with Kevin Wray ·

2022/08/18

Let's find out what financial lessons we can learn from some famous fables. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Wisdom From Warren Buffett

Simply Financial with Kevin Wray ·

2022/08/11

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

40:56

The Retirement Golf Course

Simply Financial with Kevin Wray ·

2022/08/04

What financial lessons can we learn from the game of golf? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Challenging Conventional Wisdom

Simply Financial with Kevin Wray ·

2022/07/28

Conventional wisdom may not always be correct. We'll analyze and challenge some pieces of "wisdom" from the financial world that might be wrong. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

The Last Decade Before Retirement

Simply Financial with Kevin Wray ·

2022/07/21

We'll list out some important decisions you'll have to make as you transition into your new retirement lifestyle. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Financial Jeopardy

Simply Financial with Kevin Wray ·

2022/07/14

We'll be questioning some answers this week as we play a game of financial jeopardy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

The First Visit

Simply Financial with Kevin Wray ·

2022/07/07

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

40:56

Busting Financial Myths

Simply Financial with Kevin Wray ·

2022/06/29

There are far too many myths out there in the financial world that can trip up retirement plans. We'll bust some of the most common retirement planning myths that people tend to fall for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Decision-Making Impediments

Simply Financial with Kevin Wray ·

2022/06/23

Have you ever experienced "paralysis by analysis"? There are many variables that can complicate your financial decisions - we'll dive into the most common ways and how you can overcome them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:56

Retirement Planning With Dad

Simply Financial with Kevin Wray ·

2022/06/16

In honor of Father's Day, let's see what financial lessons we can take from some common dad-isms. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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Simply Financial with Kevin Wray

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