Simply Financial with Kevin Wray

Living Fully in the Fourth Quarter

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

Underrated Concepts in Personal Finance

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

Overrated Concepts in Personal Finance

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

Not Ready to Retire

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.com/
Phone: 704-529-9500

Mistakes that Kill Life Insurance Claims

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

I’m 62…Now What?

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

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