Kevin Wray
Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Author
Kevin Wray
Category
Podcast website
Latest episode
Jun 18, 2026
Where to listen?
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Episodes
Financial Airbags 19.10.2023 40:57
You probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Mistakes That Couples Make 12.10.2023 40:57
We'll go over the most common mistakes that couples make in their retirement planning. Make sure that your retirement is a good fit for both you and your spouse. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Simple Solutions For Imminent Danger 05.10.2023 41:00
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Filling The Gaps In Your Retirement Plan 28.09.2023 40:57
Let's make sure that you don't have any income gaps in your retirement plan. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Football And Financial Planning 21.09.2023 40:57
Now that the season is well underway, let’s continue our annual tradition of finding new ways to learn financial planning lessons from the game of football. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning Around The World 14.09.2023 40:57
Different cultures have different views on money. Let's take a trip around the world and see what financial lessons we can learn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retiring Today 07.09.2023 40:57
We'll explore the reasons why retirement planning is different today compared to even a few years ago. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Unlikely Financial Wisdom 31.08.2023 40:56
We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Common Pre-Retiree Tax Mistakes 24.08.2023 40:56
Make sure to avoid these common tax mistakes as you prepare for retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Airbags 17.08.2023 40:56
You probably never think about the airbag in your car, but when the rare moment comes that you need it, you’re awfully glad that it’s there. Let’s talk about some of the airbags of the financial world - things that don’t matter until they do. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Social Security Myths 10.08.2023 41:00
Let’s address some of the myths about Social Security. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Jerry Seinfeld 03.08.2023 40:56
We'll look at what financial lessons we can learn from some quotes by the comedian Jerry Seinfeld. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Less Stress On Your Portfolio 27.07.2023 41:00
Kevin discusses the worthwhile costs of financial planning to reduce stress going into retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Facts vs Fiction 20.07.2023 41:00
Kevin sheds some light on some commonly misunderstood areas in the financial space. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Simple Solutions For Imminent Danger 13.07.2023 41:00
Kevin digs into the potential problems you could face in your financial future and provides simple solutions to keep you healthy to and through retirement. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Reasons Why People Don’t Visit Financial Advisors 06.07.2023 40:56
There are many reasons why people don't meet with financial advisors. We'll detail the 5 most common reasons, and explain how Kevin can overcome those potential misgivings. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Financial Game Show 29.06.2023 40:59
We'll look at some shows that captivated millions and how they can apply to Financial Planning. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Unlikely Financial Wisdom 22.06.2023 40:56
We'll look at some quotes by famous people who aren't normally seen as being wise, and see what financial wisdom we can uncover. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Punny Situations 15.06.2023 40:56
On today's episode, we observe Father's day with some groanworthy humor and see how we can apply those punchlines to our financial situations. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Awkward Conversations 08.06.2023 40:56
We'll go through the variety of awkward topics to approach between a client and an advisor like removing family from your will, falling prey to scams, and much more. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Black Swan Events 01.06.2023 40:56
We'll go through the history of some of the biggest stock market downturns and what caused them, so that we can prepare for the next possible downturn. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Good News, Bad News 25.05.2023 40:56
Kevin addresses the news you can expect when approaching your advisor - both good and bad. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Generational Challenges 18.05.2023 40:56
Kevin addresses the challenges presented for each generation in the financial retirement realm. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
Retirement Planning With Mom 11.05.2023 40:56
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 Pet Peeves 04.05.2023 40:56
Kevin will address some pet peeves he has within the financial world, and how to avoid them. Contact Information: Website: https://insightfolios.com/ Phone: 704-529-9500
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