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

Mistakes that Kill Life Insurance Claims

Simply Financial with Kevin Wray ·

2026/02/05

It’s always bad when somebody dies unexpectedly without any life insurance and leaves their family in a difficult financial position. But it might be even worse when somebody has life insurance that doesn’t pay out because they made one of these mistakes…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

I’m 62…Now What?

Simply Financial with Kevin Wray ·

2026/01/29

Turning 62 might not seem like a big milestone since it’s not a number that ends in zero. But it’s a big milestone year when it comes to Social Security, because now you can start collecting checks, if you want to. But should you? Before you make a move, it’s important to know your “why” for whatever you choose. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

New Year Checklist

Simply Financial with Kevin Wray ·

2026/01/15

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

41:00

What's Changing in the New Year?

Simply Financial with Kevin Wray ·

2026/01/08

Like every new year, 2026 comes with a few new changes. Let’s talk about what you need to know about the year ahead and how to prepare for it financially. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

How Often…

Simply Financial with Kevin Wray ·

2025/12/25

Kevin will discuss how often he's seen certain things happen in his years of financial planning.Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Giving Season

Simply Financial with Kevin Wray ·

2025/12/18

With people thinking about end-of-the-year charitable donations, let's talk through how to give intentionally and also make the most out of how it fits in your portfolio and financial plan…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Naughty or Nice?

Simply Financial with Kevin Wray ·

2025/12/04

Makin’ a list and checkin’ it twice! In this episode, we’ll walk through a few scenarios and reveal whether the financial advisor in each one is acting naughty or nice.Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Finding the Silver Lining

Simply Financial with Kevin Wray ·

2025/11/13

Even some seemingly negative financial circumstances can have a silver lining...Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Retirement Constants

Simply Financial with Kevin Wray ·

2025/11/06

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The Friendly Skies of Retirement Planning

Simply Financial with Kevin Wray ·

2025/10/30

What can air travel teach us about retirement planning?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Financial Advice from Taylor Swift

Simply Financial with Kevin Wray ·

2025/10/23

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The Retirement Golf Course

Simply Financial with Kevin Wray ·

2025/09/18

What can the game of golf teach us about retirement planning?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Scandal-Free Retirement

Simply Financial with Kevin Wray ·

2025/09/11

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The First Year of Retirement

Simply Financial with Kevin Wray ·

2025/09/04

Well, you’re retired. Now what? Some people subscribe to the “first year rule,” which says that the majority of your best retirement months will all take place in the first year of retirement. So how can you be strategic during that first year and set the tone in the right way, both emotionally and financially?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Beatlemania: Lyrics with Financial Wisdom

Simply Financial with Kevin Wray ·

2025/08/21

Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

5 Quick Tips to Save Money

Simply Financial with Kevin Wray ·

2025/07/31

Sometimes the best way to optimize your money is simply to save it. Based on a recent article from AARP, let's talk through some quick and easy steps you can take that are often overlooked but can help reduce your expenses…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

The Retirement Restaurant

Simply Financial with Kevin Wray ·

2025/07/24

What can we learn about investing from the restaurant industry?Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Wimbledon & Retirement Planning

Simply Financial with Kevin Wray ·

2025/07/17

With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

Age 62: A Retirement Milestone

Simply Financial with Kevin Wray ·

2025/06/26

When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

41:00

What Retirement Means

Simply Financial with Kevin Wray ·

2025/06/12

One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement…Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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Simply Financial with Kevin Wray

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