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
Nov 19, 2020
Financial Statements That Nobody Says
Nov 19, 2020
Nov 19, 2020
40 min
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 12, 2020
The Hierarchy of Needs
Nov 12, 2020
Nov 12, 2020
40 min
Maslow’s Hierarchy of Needs breaks down human needs into five different tiers. We'll have Kevin explain how he helps his clients address each of these tiers in their retirement planning.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Nov 5, 2020
Gun Safety And Financial Planning
Nov 5, 2020
Nov 5, 2020
40 min
As with many things in life, with a little bit of critical thinking, we can take some basic gun safety principles and apply those principles to the financial planning world.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 29, 2020
A Visit To The Financial Doctor
Oct 29, 2020
Oct 29, 2020
40 min
If we take a look at the world of medicine, we can learn some valuable lessons that can be applied to your financial life.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Oct 22, 2020
Movie Villains and Financial Planning
Oct 22, 2020
Oct 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
Oct 15, 2020
Chess, Roulette, or Poker?
Oct 15, 2020
Oct 15, 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
Oct 8, 2020
Retirement Demographics
Oct 8, 2020
Oct 8, 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
Oct 1, 2020
Financial Laws
Oct 1, 2020
Oct 1, 2020
40 min
Just like the law of gravity in physics, there are financial laws that we need to consider.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sep 24, 2020
Financial Statements That Nobody Says
Sep 24, 2020
Sep 24, 2020
40 min
We sometimes talk about the regrets that we’ve heard from people as it relates to their money. Let’s talk about some of the things that we’ve never heard, and Kevin will tell us what we can learn from the fact that nobody has ever made these statements.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Sep 17, 2020
Financial Planning With Charles Barkley
Sep 17, 2020
Sep 17, 2020
40 min
Charles Barkley is one of the most quotable living Americans, and many of his quips can easily be turned into financial wisdom.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500









