Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
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
Let's take a look at some of these classic Beatles lyrics from approximately sixty years ago and see if they might relate to your financial plan today…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sometimes the best way to optimize your money is simply to save it. Based on a recent article from AARP, let's talk through some quick and easy steps you can take that are often overlooked but can help reduce your expenses…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
What can we learn about investing from the restaurant industry?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
With the Wimbledon championship wrapping up, let’s take a look at what we can learn about retirement planning from the world’s most iconic tennis event…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
When most people think of milestone ages, they think of ages like 50, 60, 65, or 70. But turning 62 can also be a big milestone, and the decisions you make in that year can set the stage for many of your retirement plans. Let’s talk about some of the reasons it can be a milestone and questions you need to have answers to…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
One of the reasons that each person’s retirement plan needs to be individually customized is because each person has a completely different idea of what retirement should actually look like. Let’s talk through a few of the common concepts that people have about retirement…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Whether you’re tying the knot for the first time or getting married for the second (or third) time, the financial decisions and implications go way beyond the events of the big day. Marriage is not only a romantic and legal partnership, but a financial one, too. So, here’s a few tips to set that union up for long-term financial health…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In the book “The Five People You Meet in Heaven,” a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today we’re going to talk about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of...
We’re starting a financial book club where a couple of times a year, we’ll discuss a book in the financial realm to see what we can learn…or what we might disagree with. Today, we’ll look at a few concepts from Morgan Housel’s book, The Psychology of Money…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
A lot of people have questions about their retirement plan, but we find that they could often be asking much better questions…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Thanks to a variety of economic circumstances, many people are experiencing some form of financial anxiety at the moment. Listen in to hear how Kevin is advising clients in these situations right now…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
What does retirement planning have in common with growing a garden?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Plenty of people have concerns about stock market volatility, a potential recession on the horizon, and fears for the economy amidst federal layoffs and tariffs. What if you’ve had 2025 marked on the calendar for a while as the year you plan to retire? Is this a bad time to do it?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
In honor of April Fools Day, let’s look at some of the things people hear that they often get fooled by in the financial realm…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
It’s important to be able to recognize the difference between an advisor who actually has a planning process versus one who just gives sales pitches all day. Here are some signs that an advisor is more focused on selling than planning...
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
A recent survey from Financial Advisor Magazine was completed by nearly 400 advisors, the majority of whom have been in the business for more than 20 years. Based on that survey, let’s see what are other financial advisors experiencing with clients…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
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