Kevin Wray

Simply Financial with Kevin Wray

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

Autor

Kevin Wray

Kategorie

Business

Neueste Folge

18. Jun 2026

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SECURE Act 2.0 12.05.2022

You 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 Mom 05.05.2022

In 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 Tennis 28.04.2022

Let'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 21.04.2022

One 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 14.04.2022

There 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

Retirement Game Night 07.04.2022

Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Financial Game Shows 31.03.2022

We'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 24.03.2022

You 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 Shaq 17.03.2022

Let’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

Retirement Planning with Einstein 10.03.2022

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

The Retirement Garden 03.03.2022

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

Financial Terms 24.02.2022

We'll clear up the confusion about some commonly heard financial terms.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Game Night 17.02.2022

Let's see what we can learn about financial planning from popular board games.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

SECURE Act 2.0 10.02.2022

You 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 Shaq 03.02.2022

Let’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 27.01.2022

How 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 20.01.2022

How 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 13.01.2022

We'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

Retirement Demographics 06.01.2022

We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.   Contact Information: Website:  https://insightfolios.com/ Phone: 704-529-9500

Financial Foundations 30.12.2021

We'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

Financial Questions That You Didn‘t Know You Need To Ask 21.12.2021

It'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

How To Deal With Market Volatility 16.12.2021

Everyone 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

SECURE Act 2.0 09.12.2021

You 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 Walt Disney 02.12.2021

Let’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 23.11.2021

Let’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

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