Simply Financial with Kevin Wray
253 episodes - English - Latest episode: about 15 hours ago - ★★★★★ - 1 ratingWeekly financial and retirement planning guidance from the team at Kevin Wray Financial.
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Episodes
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
Black Swan Events
January 12, 2023 14:30 - 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
The Financial New Year
January 05, 2023 09:00 - 40 minutes - 56.2 MBWith 2023 kicking into gear, we'll see what this upcoming year has in store. We'll also reflect on the biggest financial headlines of 2022. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Stages Of Retirement Planning
December 29, 2022 09:00 - 40 minutes - 56.2 MBYour financial planning priorities will be different depending on how close you are to retirement. We'll analyze the different stages of retirement planning, and how you should handle the stage that you are in. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
End Of Year Planning
December 15, 2022 09:00 - 40 minutes - 56.2 MBWith the end of 2022 fast approaching, we'll see what financial actions you should take for yourself at the end of each year. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Jeopardy
December 08, 2022 09:00 - 40 minutes - 56.2 MBWe'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
Financial Lessons From Thanksgiving
November 17, 2022 09:00 - 40 minutes - 56.2 MBWe'll take a deep dive into the history of Thanksgiving to see what financial planning parallels we can draw. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Overrated And Underrated In The Financial World
November 10, 2022 09:00 - 40 minutes - 56.2 MBWe'll analyze which aspects of the financial world are overrated, and which ones are underrated. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
The Seven Deadly Sins Of Retirement Planning
November 03, 2022 08:00 - 40 minutes - 37.5 MBYou shouldn’t just be avoiding the seven deadly sins in your personal life, you should avoid them in your financial life as well...
The Retirement Gridiron
October 27, 2022 08:00 - 40 minutes - 37.5 MBWith 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
Your Biggest Assets
October 13, 2022 08:00 - 40 minutes - 37.5 MBIf 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
Financial Silver Linings
September 29, 2022 08:00 - 40 minutes - 56.2 MBWe'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
The Cost Of Doing Business
September 22, 2022 08:00 - 40 minutes - 56.2 MBWe'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
The Retirement Barista
September 15, 2022 08:00 - 40 minutes - 56.2 MBWhat 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
Taking Out The Financial Trash
September 08, 2022 17:42 - 40 minutes - 56.2 MBSometimes 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
Tough Conversations
September 01, 2022 08:00 - 40 minutes - 56.2 MBSometimes 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
Financial Fables
August 18, 2022 13:55 - 40 minutes - 56.2 MBLet's find out what financial lessons we can learn from some famous fables. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
The Retirement Golf Course
August 04, 2022 08:00 - 40 minutes - 56.2 MBWhat financial lessons can we learn from the game of golf? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Challenging Conventional Wisdom
July 28, 2022 08:00 - 40 minutes - 56.2 MBConventional 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
The Last Decade Before Retirement
July 21, 2022 08:00 - 40 minutes - 56.2 MBWe'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
The First Visit
July 07, 2022 08:00 - 40 minutes - 56.2 MBWe'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
Retirement Planning With Dad
June 16, 2022 08:00 - 40 minutes - 56.2 MBIn 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
Picking A Retirement Date
June 02, 2022 08:00 - 40 minutes - 56.2 MBWe'll go over what you should consider when picking your retirement date, and how to prepare for that date. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Game Night
May 26, 2022 08:00 - 40 minutes - 56.2 MBLet's see what we can learn about financial planning from popular board games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Tennis
April 28, 2022 08:00 - 40 minutes - 56.2 MBLet's see what we can learn about retirement planning from the game of tennis. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Risk Tolerance
April 21, 2022 08:00 - 40 minutes - 56.2 MBOne of the most important aspects of making a financial plan is to figure out what your risk tolerance is. We'll go over what that term means, and how you can use it to formulate a retirement plan that's right for you. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Busting Financial Myths
April 14, 2022 08:00 - 40 minutes - 56.2 MBThere 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
Financial Game Shows
March 31, 2022 08:00 - 40 minutes - 56.2 MBWe'll look at some popular game shows and see how they might relate to your retirement planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
SECURE Act 2.0
March 24, 2022 08:00 - 40 minutes - 56.2 MBYou may not have heard, but there's a second SECURE Act making its way through Congress that could mean massive changes for your financial planning. We'll dive into what to expect from this new bill, if it becomes law. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning with Einstein
March 10, 2022 09:00 - 41 minutes - 37.6 MBWhat can we learn about financial planning from these quotes from Albert Einstein? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Terms
February 24, 2022 09:00 - 40 minutes - 56.2 MBWe'll clear up the confusion about some commonly heard financial terms. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Game Night
February 17, 2022 09:00 - 40 minutes - 56.2 MBLet's see what we can learn about financial planning from popular board games. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Shaq
February 03, 2022 09:00 - 40 minutes - 56.2 MBLet’s see what we can learn about retirement planning from these Shaquille O’Neal quotes… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
The Retirement Airport
January 27, 2022 09:00 - 40 minutes - 56.2 MBHow is traveling through an airport like planning for retirement? Let’s explore... Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Grocery Shopping
January 20, 2022 19:17 - 40 minutes - 56.2 MBHow is planning for retirement like going to the grocery store? Let’s explore… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Grading Your Financial Competency
January 13, 2022 09:00 - 40 minutes - 56.2 MBWe'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Foundations
December 30, 2021 09:00 - 40 minutes - 56.2 MBWe'll dive into how to set up a solid financial foundation for you to build your retirement plan on. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
How To Deal With Market Volatility
December 16, 2021 09:00 - 40 minutes - 56.2 MBEveryone behaves differently in stressful situations. We'll detail some common ways that people deal with market volatility, and how you should handle it when it inevitably happens. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Walt Disney
December 02, 2021 09:00 - 40 minutes - 56.2 MBLet’s take some quotes from Walt Disney and turn them into financial wisdom. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Lies We Tell Ourselves
November 23, 2021 09:00 - 41 minutes - 37.6 MBLet’s explore some of the financial lies people sometimes tell themselves and how it can affect their retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Wisdom From Mister Rogers
November 11, 2021 09:00 - 40 minutes - 56.2 MBMister Rogers left us a treasure trove of inspirational quotes during his 31 years on TV, and with just a little bit of creativity, a few of them can be turned into solid financial and investing wisdom.
Financial Questions That You Didn‘t Know You Need To Ask
October 28, 2021 08:00 - 40 minutes - 56.2 MBIt's often easy to overlook problems in your financial portfolio, especially when you don't know how to ask the right questions about them. We'll give you the questions you need to asking about your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Two Truths and a Lie
October 21, 2021 08:00 - 40 minutes - 56.2 MBKevin will be playing a game on this episode - he'll be given sets of three statements about financial planning, and say which one is the lie. Play along and see if you can spot the correct answers. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Reasons To NOT Call A Financial Advisor
September 30, 2021 08:00 - 40 minutes - 56.2 MBThe obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Reasons To NOT Call A Financial Advisor
September 30, 2021 08:00 - 40 minutes - 56.2 MBThe obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we’re going to tell you all of the reasons that you shouldn’t… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Temptations
September 23, 2021 08:00 - 40 minutes - 56.2 MBHaving a good financial plan can help you resist some of the financial temptations that the average person will face. Let’s talk about some of these common temptations that we often see people fall victim to. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Glass Half-Full Or Half-Empty?
September 16, 2021 08:00 - 40 minutes - 56.2 MBWe'll get Kevin's take on several financial issues facing retirees and pre-retirees today, to see if he is optimistic or pessimistic about them in the near future. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Invest Like A Genius
September 09, 2021 08:00 - 40 minutes - 56.2 MBThey say that geniuses learn from the mistakes of others. We'll list out some common investing mistakes so that you can learn from them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Ready
September 02, 2021 08:00 - 40 minutes - 56.2 MBWe'll discuss what it means to be ready for retirement, and how you can prepare your portfolio. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500