Simply Financial With Kevin Wray

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 187:39:48
  • More information

Informações:

Synopsis

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

Episodes

  • The First Year of Retirement

    04/09/2025 Duration: 41min

    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

  • Beatlemania: Lyrics with Financial Wisdom

    21/08/2025 Duration: 41min

    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

  • 5 Quick Tips to Save Money

    31/07/2025 Duration: 41min

    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

  • The Retirement Restaurant

    24/07/2025 Duration: 41min

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

  • Wimbledon & Retirement Planning

    17/07/2025 Duration: 41min

    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

  • Age 62: A Retirement Milestone

    26/06/2025 Duration: 41min

    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

  • What Retirement Means

    12/06/2025 Duration: 41min

    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

  • Summer Lovin’: Financial Advice for the Newlyweds or Newly Remarried

    05/06/2025 Duration: 41min

    Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Five People You Meet Before Retirement

    29/05/2025 Duration: 41min

    In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Book Club: The Psychology of Money

    15/05/2025 Duration: 41min

    We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Wrong Questions

    01/05/2025 Duration: 41min

    A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Stress

    24/04/2025 Duration: 41min

    Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Retirement Garden

    10/04/2025 Duration: 41min

    What does retirement planning have in common with growing a garden?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Retiring Amidst Volatility

    03/04/2025 Duration: 41min

    Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • April Fools

    27/03/2025 Duration: 41min

    In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Planning Process

    20/03/2025 Duration: 41min

    It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Financial Advisor Survey

    13/03/2025 Duration: 41min

    A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • Game Night

    27/02/2025 Duration: 41min

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

  • Retirement Demographics

    20/02/2025 Duration: 41min

    Tune in as Kevin dives into some interesting retirement demographics and shares how they play a role in his planning process.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

  • The Five Love Languages of Financial Planning

    13/02/2025 Duration: 41min

    In light of Valentine’s Day, let’s talk about the five love languages: acts of service, quality time, words of affirmation, gifts, and touch. Made popular by the marriage counselor and author, Gary Chapman, let’s see how you may encounter these love languages when it comes to financial planning.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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