Simply Financial With Kevin Wray

Informações:

Synopsis

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

Episodes

  • The Retirement Road Trip Checklist

    26/09/2019 Duration: 40min

    If you’re heading out on a road trip, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. We'll take a look at that analogy, plus look at some financial disasters you'll want to avoid in your portfolio.

  • Retirement Planning For Business Owners

    19/09/2019 Duration: 40min

    Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues.

  • Decision-Making Impediments

    12/09/2019 Duration: 40min

    For some people, the biggest problem with their financial planning isn’t that they make the wrong decisions. It’s that they often fail to make decisions at all. But sometimes you just have to fish or cut bait. Make a decision and move forward. Let’s discuss some of the things that can cause the decision-making process to stall

  • The Financial Water Wheel

    05/09/2019 Duration: 40min

    We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.

  • DIY Financial Planning

    29/08/2019 Duration: 40min

    People love DIY projects. There’s even a DIY Network where you can watch shows about home renovation, landscaping, or interior design - and how to do those things without professional help. Let’s talk about the DIY mentality in retirement planning.

  • Doing Your Own Research

    22/08/2019 Duration: 40min

    Everybody wants to feel informed about their options when they’re making financial decisions. Let’s discuss the ways that people inform themselves

  • Retirement Demographics

    15/08/2019 Duration: 40min

    We'll examine some interesting statistics and demographics related to retirement.

  • Retirement Chess

    08/08/2019 Duration: 40min

    How is planning a successful retirement like playing a game of chess? Let’s break down some of the pieces on the chess board.

  • Investment Superlatives

    01/08/2019 Duration: 40min

    We'll pretend that we're making a yearbook for the financial world. Let's see who or what would get superlatives in this yearbook, like "most popular" and "most likely to succeed."

  • Financial Mythbusters

    25/07/2019 Duration: 40min

    We'll be busting some financial myths on today's show. Later, we'll help you ask better questions about your retirement plan.

  • Retirement And Vacation Planning

    18/07/2019 Duration: 40min

    It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.

  • Financial Debates

    11/07/2019 Duration: 40min

    We'll be celebrating debate season by having some debates of our own - about financial topics, of course.

  • The Retirement Garden

    27/06/2019 Duration: 40min

    Now that summer is in full-swing, let's take a look at how retirement planning is like growing a garden.

  • Presidential Quotes

    20/06/2019 Duration: 40min

    Everybody loves a good presidential quote. Our goal here is to take quotes from past presidents and apply them to the financial world. We'll also talk about things that just don't work in retirement planning (and beyond).

  • Financial Jerseys

    13/06/2019 Duration: 40min

    What can we learn about retirement planning from the jerseys that players wear while playing different sports? We will also discuss financial planning for future generations, and figuring out the answer to some crucial retirement planning questions.

  • Retirement Demographics

    06/06/2019 Duration: 40min

    We'll examine some interesting statistics and demographics related to retirement.

  • Wishful Thinking

    30/05/2019 Duration: 40min

    We'll try to correct some wishful thinking that you have about finances, as well as how to properly handle sudden market corrections.

  • Opportunity Riding A Dangerous Wind

    23/05/2019 Duration: 40min

    Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.

  • Over Or Underrated?

    16/05/2019 Duration: 40min

    This week we'll give you our take on what's overrated and underrated - both in and out of the financial world. We'll also answer some listener questions, crack open the financial dictionary, and much more.

  • Retirement And Vacation Planning

    09/05/2019 Duration: 40min

    It’s often said that the average person spends more time planning vacations than planning retirement. So we’re going to trick everyone into planning their retirement by pretending like we’re planning a vacation. Here’s a list of what we need to think about.

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