Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
7 days ago
7 days ago
41 min
Fly fishing isn’t about brute force. It’s about patience, timing, and understanding your environment. In a lot of ways, building a successful retirement plan works the same way, so let’s learn a few financial lessons from the river…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
7 days ago
41 min
Jul 16, 2026
National Parks and Financial Planning
Jul 16, 2026
Jul 16, 2026
41 min
Whether you’re visiting one of the 63 national parks this summer or simply the local trail nearby, there are a number of best practices that apply to both your nature hikes and your retirement plan…
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jul 16, 2026
41 min
Jun 18, 2026
Dad Jokes
Jun 18, 2026
Jun 18, 2026
41 min
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
Jun 18, 2026
41 min
Jun 11, 2026
Top Gun & Financial Advice
Jun 11, 2026
Jun 11, 2026
41 min
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
Jun 11, 2026
41 min
Jun 4, 2026
Financial Planning for Women
Jun 4, 2026
Jun 4, 2026
41 min
Let's discuss some of the unique retirement planning challenges that women face.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jun 4, 2026
41 min
May 28, 2026
Traditional vs. Roth
May 28, 2026
May 28, 2026
41 min
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
May 28, 2026
41 min
May 7, 2026
Financial Planning with Mom
May 7, 2026
May 7, 2026
41 min
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
May 7, 2026
41 min
May 1, 2026
The Stages of Retirement Planning
May 1, 2026
May 1, 2026
41 min
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
May 1, 2026
41 min
Apr 16, 2026
The 5 D’s of Retirement Planning
Apr 16, 2026
Apr 16, 2026
41 min
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
Apr 16, 2026
41 min
Mar 19, 2026
Living Fully in the Fourth Quarter
Mar 19, 2026
Mar 19, 2026
41 min
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
Mar 19, 2026
41 min








