Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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.c...
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
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