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

41:00

Half-Baked Ideas

Simply Financial with Kevin Wray ·

2024/05/23

There are a lot of half-baked ideas floating around out there that people assume are smart moves. But are they? Why might some of these half-baked ideas be bad ones?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Graduating into Retirement

Simply Financial with Kevin Wray ·

2024/05/16

It’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Financial Planning with Mom

Simply Financial with Kevin Wray ·

2024/05/09

It’s our annual Mother’s Day tradition here on the show. 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

41:00

Major Life Changes

Simply Financial with Kevin Wray ·

2024/05/02

Let’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Irreversible Decisions

Simply Financial with Kevin Wray ·

2024/04/18

The conventional wisdom is that you can’t put toothpaste back in the tube. That is to say, once the deed is done, there’s no taking it back. And there are many decisions in retirement planning that can’t be undone, so you want to make sure that you make the right call. Explain why these decisions are so important and can’t be undone…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Retirement Planning Statistics

Simply Financial with Kevin Wray ·

2024/04/04

Join Kevin and Walter as they take a look at some of the latest national retirement planning statistics. As we run through these numbers, Kevin will share his insights from a financial advisor's perspective. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Practical Strategies for Retirees Against Scams & Fraud

Simply Financial with Kevin Wray ·

2024/03/28

Americans have lost more than $3.1 billion to various forms of fraud in the last 12 months. Let’s discuss some of the common scams that we see and how you can protect yourself against them. We'll also chat about overcoming financial planning procrastination in this show. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The Great Wealth Transfer

Simply Financial with Kevin Wray ·

2024/03/21

The Great Wealth Transfer refers to the trillions of dollars that will pass to younger generations as Baby Boomers die and leave inheritances to their kids and grandkids over the next 20 years. Experts disagree on how much money this will be…some say $40 trillion will change hands; others say closer to $100 trillion. But no matter how you slice it, it’s a lot of money. Let’s discuss how people should be planning accordingly…Contact Information: Website: https://insightfolios.com/ Phone:

41:00

WhatTo Do If You're Forced To Retire

Simply Financial with Kevin Wray ·

2024/03/13

WhatTo Do If You're Forced To RetireContact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Does Kevin Agree or Disagree with Common Financial...

Simply Financial with Kevin Wray ·

2024/03/06

Does Kevin Agree or Disagree with Common Financial Assumptions?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Are You Playing The Guessing Game With Your...

Simply Financial with Kevin Wray ·

2024/02/28

Retirement planning should involve careful, strategic choices. Unfortunately, too many people play the guessing game when it comes to their financial future...Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Unhealthy Financial Foods

Simply Financial with Kevin Wray ·

2024/02/22

Let’s explore some unhealthy foods and find their parallels in the financial world. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

The Good Ol' Days

Simply Financial with Kevin Wray ·

2024/02/15

In some ways, retirement planning was easier back in the good ol’ days. How does Kevin help people overcome financial challenges that their parents and grandparents didn’t necessarily have to face? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Your Financial Valentine

Simply Financial with Kevin Wray ·

2024/02/08

With Valentine's Day approaching, we'll see what financial analogies we can find in some common symbols of the holiday. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Getting Out Of Your Own Way

Simply Financial with Kevin Wray ·

2024/02/01

With retirement planning, there are variables outside of your control. We'll focus in on what you can control with your finances, to make sure you don't get in your own way. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Reasons To Hire A Financial Advisor

Simply Financial with Kevin Wray ·

2024/01/25

Kevin will go over the signs for needing a financial advisor to look at your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Milestone Ages In Retirement Planning

Simply Financial with Kevin Wray ·

2024/01/18

There are some key ages in retirement that you should be planning your finances around. Let's see which ages you should be preparing for. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Retirement Planning With Aristotle

Simply Financial with Kevin Wray ·

2024/01/11

We'll rewind the clock, and look at some famous quotes by the Greek philosopher Aristotle to see what financial wisdom we can learn from them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

New Year Checklist

Simply Financial with Kevin Wray ·

2024/01/04

Now that 2023 has come and gone, let's take a look at what financial preparations you should be making for 2024. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

40:54

Fill In The Blank

Simply Financial with Kevin Wray ·

2023/12/28

Kevin will play "fill in the blank" with some sentences that contain financial advice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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Simply Financial with Kevin Wray

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