Simply Financial with Kevin Wray

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

Makin’ a list and checkin’ it twice! In this episode, we’ll walk through a few scenarios and reveal whether the financial advisor in each one is acting naughty or nice. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Even some seemingly negative financial circumstances can have a silver lining...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

While there are some factors that are different for everyone in retirement planning (variables), there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can air travel teach us about retirement planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

This talented musician has taken over pop culture and is now engaged to NFL star Travis Kelce. But what wisdom does Taylor Swift have for us when it comes to retirement? Let’s go through some of her lyrics and find out…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

What can the game of golf teach us about retirement planning? Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

If you take a close look at most folks’ financial situations, you’ll find that it’s almost scandalous how some of their financial matters have been handled. Let’s talk about the steps people should take to create a scandal-free retirement…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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