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

Financial Airbags 19.10.2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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