Kevin Wray

Simply Financial with Kevin Wray

Business EN ↓ 275 episodes

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

Author

Kevin Wray

Category

Business

Latest episode

Jun 18, 2026

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Episodes

Lies We Tell Ourselves 06.12.2024

Let’s explore some of the financial lies people sometimes tell themselves…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Financial Stress 28.11.2024

Psychologists have determined that retirement is the 10th most stressful event that you can experience life. The events on the list that are considered more stressful include things like the death of a spouse, divorce, and going to jail. Let’s look at the ways to proactively deal with stress in retirement...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Look at the Bright Side 21.11.2024

Some things in life are just plain bad and there’s no way to spin it in a positive fashion. But then there are lots of things that do have a bright side if you just have the right perspective. Let’s talk about some matters in the financial world that might initially seem bad but could definitely have a silver lining for you...   Contact Information: Website: https://insightfolios.com/ Phone: 704-5...

Retirement Pitfalls 31.10.2024

When it comes to retirement planning, it only takes one area where you planned poorly to ruin your entire plan. Let’s talk about how a good retirement plan addresses each of these potential pitfalls…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Peak 65 24.10.2024

More Americans are turning 65 this year than at any time in history. According to the Census Bureau, about 4.4 million Americans will hit the milestone this year; that’s about 12,000 per day. Let’s talk about the current retirement planning landscape as these aging Baby Boomers hit this traditional retirement age…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Retirement Planning with Arnold Schwarzenegger 17.10.2024

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

Low Hanging Fruit 10.10.2024

It’s important to have a comprehensive financial plan for yourself, but sometimes even just a few quick, minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start making big positive improvements for yourself…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Key Questions To Ask As You Approach Retirement 03.10.2024

Are You Ready For Retirement? In today's conversation, we'll give you some key questions to consider.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Multiple Choice Quiz 19.09.2024

Today, we thought we'd have a little fun with a financial planning multiple-choice quiz. What do you believe is the right answer?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Most Common Retirement Planning Mistakes 05.09.2024

There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Common Complaints 29.08.2024

We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The 5 Biggest Retirement Regrets of Retirees 22.08.2024

Tune in as Kevin and Walter take a look at an article about the 5 biggest retirement regrets of retirees.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Knowing Where You Stand 15.08.2024

Where do you stand when it comes to retirement planning? Whether you have no idea if you can retire, think you can retire, or know you can retire, we'll cover some critical questions you need to think about.    Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Universal Truths Of The Financial World 08.08.2024

There are certain retirement planning principles that apply to everyone…regardless of who you are, how much money you have, when you’re retiring, or where you live. Let's talk about them in today's conversation.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The Retirement Marathon 01.08.2024

You can pretty much guarantee that the marathon at the Olympics will be won by an athlete from Kenya. But you can win the Retirement Marathon. Let’s discuss how…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

The Financial Planning Olympics 25.07.2024

It’s not an annual tradition here on the show…more like an every-four-years tradition. Let’s see what we can learn about financial planning from some of the events taking place in the Summer Olympics…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Bad Financial Habits 18.07.2024

Do you have any bad habits in your financial life? Tune in as we talk about some common ones that can have big consequences...   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Doing Your Financial Chores 11.07.2024

Next time you’re doing chores around the house, let those tasks serve as a reminder of good principles to follow in your financial life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Is Your Retirement Income Enough? 20.06.2024

You can anticipate a lot of the expenses that you’ll face in retirement, but it seems that most people forget about at least one of these and don’t factor it into their plan…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Stuff Dad Says 13.06.2024

It’s our annual tradition…in honor of Father’s Day, let’s look at some of the classic lines that dads say and then apply them to financial planning…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Rookie Investing Mistakes & Retirement Baseball 30.05.2024

In today's conversation, we'll cover some of the common investing mistakes that we see people make (and it’s not just rookies making the mistakes)! We'll also see what can we learn about retirement planning from the game of baseball.   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Half-Baked Ideas 23.05.2024

There are a lot of half-baked ideas floating around out there that people assume are smart moves. But are they? Why might some of these half-baked ideas be bad ones?   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Graduating into Retirement 16.05.2024

It’s graduation season, with a whole new batch of college and high school graduates entering the world. Let’s look at some of the similarities between graduating from school and shifting into retirement…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Financial Planning with Mom 09.05.2024

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 it to our financial planning…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

Major Life Changes 02.05.2024

Let’s talk about the financial matters you should be thinking about when you encounter some of these significant events in life…   Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500

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