Simply Financial with Kevin Wray

New Year Checklist

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

What's Changing in the New Year?

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

How Often…

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

Giving Season

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

Naughty or Nice?

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

Finding the Silver Lining

Even some seemingly negative financial circumstances can have a silver lining...
 
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Retirement Constants

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

The Friendly Skies of Retirement Planning

What can air travel teach us about retirement planning?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500

Financial Advice from Taylor Swift

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

The Retirement Golf Course

What can the game of golf teach us about retirement planning?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500