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Simply Financial with Kevin Wray

Kevin Wray

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

business investing

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41:00

Financial Stress

Simply Financial with Kevin Wray ·

2024/11/28

Psychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement...Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Look at the Bright Side

Simply Financial with Kevin Wray ·

2024/11/21

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Retirement Pitfalls

Simply Financial with Kevin Wray ·

2024/10/31

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Peak 65

Simply Financial with Kevin Wray ·

2024/10/24

More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:51

Retirement Planning with Arnold Schwarzenegger

Simply Financial with Kevin Wray ·

2024/10/17

What can we learn about retirement planning from these quotes from Arnold Schwarzenegger?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Low Hanging Fruit

Simply Financial with Kevin Wray ·

2024/10/10

It’s important to have a comprehensive financial plan for yourself, but sometimes even just a few quick, minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start making big positive improvements for yourself…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Key Questions To Ask As You Approach Retirement

Simply Financial with Kevin Wray ·

2024/10/03

Are You Ready For Retirement? In today's conversation, we'll give you some key questions to consider.Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Multiple Choice Quiz

Simply Financial with Kevin Wray ·

2024/09/19

Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Most Common Retirement Planning Mistakes

Simply Financial with Kevin Wray ·

2024/09/05

There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Common Complaints

Simply Financial with Kevin Wray ·

2024/08/29

We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The 5 Biggest Retirement Regrets of Retirees

Simply Financial with Kevin Wray ·

2024/08/22

Tune in as Kevin and Walter take a look at an article about the 5 biggest retirement regrets of retirees. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Knowing Where You Stand

Simply Financial with Kevin Wray ·

2024/08/15

Where do you stand when it comes to retirement planning? Whether you have no idea if you can retire, think you can retire, or know you can retire, we'll cover some critical questions you need to think about. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Universal Truths Of The Financial World

Simply Financial with Kevin Wray ·

2024/08/08

There are certain retirement planning principles that apply to everyone…regardless of who you are, how much money you have, when you’re retiring, or where you live. Let's talk about them in today's conversation.Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The Retirement Marathon

Simply Financial with Kevin Wray ·

2024/08/01

You can pretty much guarantee that the marathon at the Olympics will be won by an athlete from Kenya. But you can win the Retirement Marathon. Let’s discuss how…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Gold Medal Retirement

Simply Financial with Kevin Wray ·

2024/07/25

Winning a gold medal would be nice, but let’s be honest… winning ANY medal is pretty impressive. Heck, just being in the Olympics at all is an incredible accomplishment. It’s no different with retirement. You can have really happy golden years without actually winning the retirement gold medal. Let’s break down the different levels of financial accomplishment together…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Bad Financial Habits

Simply Financial with Kevin Wray ·

2024/07/18

Do you have any bad habits in your financial life? Tune in as we talk about some common ones that can have big consequences...Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Doing Your Financial Chores

Simply Financial with Kevin Wray ·

2024/07/11

Next time you’re doing chores around the house, let those tasks serve as a reminder of good principles to follow in your financial life…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Is Your Retirement Income Enough?

Simply Financial with Kevin Wray ·

2024/06/20

You can anticipate a lot of the expenses that you’ll face in retirement, but it seems that most people forget about at least one of these and don’t factor it into their plan…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Stuff Dad Says

Simply Financial with Kevin Wray ·

2024/06/13

It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic linesthat dads say and then apply them to financial planning… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Rookie Investing Mistakes & Retirement Baseball

Simply Financial with Kevin Wray ·

2024/05/30

In today's conversation, we'll cover some of the common investing mistakes that we see people make (and it’snot just rookies making the mistakes)! We'll also see what can we learn about retirement planning from the game of baseball. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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Simply Financial with Kevin Wray

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