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
Jan 28, 2021
Retirement Statistics
Jan 28, 2021
Jan 28, 2021
40 min
We'll take a look at some statistics for retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 21, 2021
Grading Your Financial Competency
Jan 21, 2021
Jan 21, 2021
40 min
We'll give you some questions you should be asking yourself about your own retirement plans. How much do you know about financial planning?
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 14, 2021
Financial Wisdom From Mark Twain
Jan 14, 2021
Jan 14, 2021
40 min
Mark Twain has some great quotes - let's see how they can be applied to financial planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 7, 2021
Retirement Demographics
Jan 7, 2021
Jan 7, 2021
40 min
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 28, 2020
Getting Out of Tune
Dec 28, 2020
Dec 28, 2020
40 min
Even if you have a solid financial plan in place, things can quickly get out of tune if you don’t make adjustments from time to time. Let’s talk about some of the areas where we often see people get out of tune in their financial plan.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 22, 2020
Movie Villains and Financial Planning
Dec 22, 2020
Dec 22, 2020
40 min
Let's see what we can learn about financial planning from some of cinema's most iconic villains.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 17, 2020
Chess, Roulette, or Poker?
Dec 17, 2020
Dec 17, 2020
40 min
Almost all financial decisions can be compared to playing chess, playing roulette, or playing poker. Let’s first understand the difference in each of the three games.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 10, 2020
Late Bloomers
Dec 10, 2020
Dec 10, 2020
40 min
Are you a late bloomer when it comes to retirement planning? We'll talk about how you can catch up on your retirement savings on this week's episode. We'll also discuss how your children can affect your retirement plans.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 3, 2020
End of Year Planning
Dec 3, 2020
Dec 3, 2020
40 min
The end of 2020 is coming quickly so let’s discuss the financial issues that need to be addressed before the year ends.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 24, 2020
Retirement Demographics
Nov 24, 2020
Nov 24, 2020
40 min
We'll take a look at some of the demographics of retirees and pre-retirees. Find out which category you fall into, and how that knowledge can help you plan for retirement.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500









