Simply Financial with Kevin Wray
252 episodes - English - Latest episode: 16 days ago - ★★★★★ - 1 ratingWeekly financial and retirement planning guidance from the team at Kevin Wray Financial.
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Episodes
Retirement Planning Statistics
April 04, 2024 14:38 - 41 minutes - 37.6 MBJoin 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
Practical Strategies for Retirees Against Scams & Fraud
March 28, 2024 13:07 - 41 minutes - 37.6 MBAmericans 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
The Great Wealth Transfer
March 21, 2024 21:57 - 41 minutes - 37.6 MBThe 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/ Phon...
What To Do If You're Forced To Retire
March 13, 2024 23:37 - 41 minutes - 37.6 MBWhatTo Do If You're Forced To Retire Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Does Kevin Agree or Disagree with Common Financial Assumptions?
March 06, 2024 21:59 - 41 minutes - 37.6 MBDoes Kevin Agree or Disagree with Common Financial Assumptions? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Are You Playing The Guessing Game With Your Retirement Plan?
February 28, 2024 20:45 - 41 minutes - 37.6 MBRetirement 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
Unhealthy Financial Foods
February 22, 2024 09:00 - 40 minutes - 37.5 MBLet’s explore some unhealthy foods and find their parallels in the financial world. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
The Good Ol' Days
February 15, 2024 09:00 - 40 minutes - 37.5 MBIn 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
Your Financial Valentine
February 08, 2024 09:00 - 40 minutes - 37.5 MBWith 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
Getting Out Of Your Own Way
February 01, 2024 09:00 - 40 minutes - 37.5 MBWith 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
Reasons To Hire A Financial Advisor
January 25, 2024 09:00 - 40 minutes - 37.5 MBKevin 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
Milestone Ages In Retirement Planning
January 18, 2024 09:00 - 40 minutes - 37.5 MBThere 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
Retirement Planning With Aristotle
January 11, 2024 09:00 - 40 minutes - 37.5 MBWe'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
New Year Checklist
January 04, 2024 09:00 - 40 minutes - 37.5 MBNow 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
Fill In The Blank
December 28, 2023 09:00 - 40 minutes - 37.5 MBKevin will play "fill in the blank" with some sentences that contain financial advice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Christmas Movie Characters
December 21, 2023 09:00 - 40 minutes - 37.5 MBWe'll look at some famous Christmas movie characters, and we'll see what similarities they have with some common financial characters that Kevin sees coming into his office. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
What’s In Your Financial Christmas Stocking?
December 14, 2023 09:00 - 40 minutes - 37.5 MBLet's see what items that Kevin would put in someone's financial stocking, and which items he would leave out. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Christmas Carols
November 30, 2023 09:00 - 40 minutes - 37.5 MB'Tis the season! Let's see what financial lessons we can learn from some popular Christmas carols. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Football And Financial Planning
November 21, 2023 09:00 - 40 minutes - 37.5 MBNow that the season is well underway, let’s continue our annual tradition of finding new ways to learn financial planning lessons from the game of football. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Jerry Seinfeld
November 16, 2023 09:00 - 40 minutes - 56.2 MBWe'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
Unlikely Financial Wisdom
November 09, 2023 09:00 - 40 minutes - 56.2 MBWe'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
Social Security Myths
November 02, 2023 08:00 - 41 minutes - 37.6 MBLet’s address some of the myths about Social Security. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Halloween Candy
October 26, 2023 08:00 - 40 minutes - 37.5 MBWith Halloween approaching, let's see what parallels we can draw between finances and popular Halloween candy. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Airbags
October 19, 2023 08:00 - 40 minutes - 93.8 MBYou probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Mistakes That Couples Make
October 12, 2023 08:00 - 40 minutes - 93.8 MBWe'll go over the most common mistakes that couples make in their retirement planning. Make sure that your retirement is a good fit for both you and your spouse. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Simple Solutions For Imminent Danger
October 05, 2023 08:00 - 41 minutes - 56.3 MBKevin 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
Filling The Gaps In Your Retirement Plan
September 28, 2023 08:00 - 40 minutes - 93.8 MBLet's make sure that you don't have any income gaps in your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning Around The World
September 14, 2023 08:00 - 40 minutes - 93.8 MBDifferent cultures have different views on money. Let's take a trip around the world and see what financial lessons we can learn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retiring Today
September 07, 2023 08:00 - 40 minutes - 93.8 MBWe'll explore the reasons why retirement planning is different today compared to even a few years ago. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Common Pre-Retiree Tax Mistakes
August 24, 2023 08:00 - 40 minutes - 56.2 MBMake sure to avoid these common tax mistakes as you prepare for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Less Stress On Your Portfolio
July 27, 2023 07:00 - 41 minutes - 56.3 MBKevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Facts vs Fiction
July 20, 2023 08:32 - 41 minutes - 56.3 MBKevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Reasons Why People Don’t Visit Financial Advisors
July 06, 2023 08:00 - 40 minutes - 56.2 MBThere 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
Financial Game Show
June 29, 2023 08:00 - 40 minutes - 56.3 MBWe'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
Punny Situations
June 15, 2023 08:00 - 40 minutes - 56.2 MBOn 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
Awkward Conversations
June 08, 2023 07:00 - 40 minutes - 56.2 MBWe'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
Black Swan Events
June 01, 2023 08:00 - 40 minutes - 56.2 MBWe'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
Good News, Bad News
May 25, 2023 07:00 - 40 minutes - 56.2 MBKevin addresses the news you can expect when approaching your advisor - both good and bad. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Generational Challenges
May 18, 2023 08:00 - 40 minutes - 56.2 MBKevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Mom
May 11, 2023 08:00 - 40 minutes - 56.2 MBIn 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
Financial Pet Peeves
May 04, 2023 08:00 - 40 minutes - 56.2 MBKevin 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
Financial Commandments
April 20, 2023 13:25 - 40 minutes - 56.2 MBWhat financial commandments should you be following as you prepare for retirement? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning Lessons
April 06, 2023 08:00 - 40 minutes - 56.2 MBGetting 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
Outdated Retirement Rules
March 30, 2023 08:00 - 40 minutes - 56.2 MBJust 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
Retirement Planning with Steve Martin
March 16, 2023 08:00 - 40 minutes - 56.2 MBWhat can we learn about retirement planning from some famous Steve Martin quotes? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Cleaning Your Financial Closet
March 09, 2023 09:00 - 40 minutes - 56.2 MBWith Spring cleaning season approaching, it's time to see how you can organize your financial closet. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Wisdom From Yogi Berra
February 16, 2023 09:00 - 40 minutes - 56.2 MBWe'll analyze some famous quotes by famous baseball player Yogi Berra, and see how they might relate to your financial plan.
Have An Oscar-Worthy Retirement
February 09, 2023 09:00 - 40 minutes - 56.2 MBOscars season is fast approaching, so let's see what financial lessons we can learn from some famous Oscar-winning movies. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Wisdom From Warren Buffett
February 02, 2023 09:00 - 40 minutes - 56.2 MBLet's examine some quotes from one of history's most successful investors: Warren Buffett. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Wisdom From Bruce Springsteen
January 26, 2023 09:00 - 40 minutes - 56.2 MBLet's see what financial lessons we can learn from some quotes by "The Boss" - musician Bruce Springsteen. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500