Simply Financial with Kevin Wray

Getting to Medicare age can feel like a major milestone and give you a huge sense of relief when it comes to your healthcare planning in retirement. But having Medicare coverage doesn’t mean that all of your healthcare spending problems are solved. Let’s discuss some of the expenses you’ll still encounter… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Fall is a season full of change, especially visible in the leaves as they turn colors and drop to the ground. But it’s also a good time to look around and ask yourself what financial changes you should be making right now. Because sometimes a few intentional changes can make a significant difference in your financial life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9...

Where some people see a crisis, others see an opportunity. Part of it has to do with your mindset, and part of it may have to do with the circumstances of your life. The same situation can be viewed very differently by different people- and sometimes, what feels like a crisis to one person may actually be an opportunity for someone else.   Contact Information: Website: https://insightfolios.com/ P...

What can we learn about financial planning from these quotes from Albert Einstein…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

You can grade your own financial competency by seeing how many of these questions you can answer.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

How can you tell if you're working with the right financial advisor?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Fly fishing isn’t about brute force. It’s about patience, timing, and understanding your environment. In a lot of ways, building a successful retirement plan works the same way, so let’s learn a few financial lessons from the river…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Whether you’re visiting one of the 63 national parks this summer or simply the local trail nearby, there are a number of best practices that apply to both your nature hikes and your retirement plan…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of Father’s Day, let’s tell a few dad jokes with a financial twist. And are there any underlying financial lessons that we can learn from them?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

In honor of the 40th anniversary of Top Gun’s release in 1986, let’s review some favorite quotes and scenes to see what they can teach us about our financial lives…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let's discuss some of the unique retirement planning challenges that women face.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

It seems that most people don’t have a clear picture of whether they should contribute to a traditional IRA or a Roth. Let’s discuss how to determine what’s best for you… Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

It’s our annual Mother’s Day tradition here on the show. Let’s take some of the things that mom used to tell us and apply them to our financial planning…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Ever wonder what you should be doing to prepare for retirement at each stage of life? Tune into today’s show to find out.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Based on a recent article from Kiplinger, let’s talk about the five keys or rather, “five D’s” of retirement planning…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Guest Dan Cuprill joins the show to share how purposeful living, fearless financial planning, and pursuing passions like travel and adventure can transform retirement into a fulfilling “fourth quarter” of life.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let’s discuss some things in the financial world that don’t always get the love that they deserve…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Let’s talk about a few things in the financial world that might not be all they’re cracked up to be...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Sometimes people who have reached a conventional retirement age say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So let’s explore some of the possible meanings behind the statement, “I don’t want to retire.”   Contact Information: Website: https://insightfolios.com/ Phone: 70...

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

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

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

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

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

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