Simply Financial with Kevin Wray
Weekly financial and retirement planning guidance from the team at Kevin Wray Financial.
Episodes
Feb 6, 2020
Feb 6, 2020
40 min
We always like to break down complicated financial concepts with analogies. This week, let's see what we can learn about retirement planning from observing a water wheel.
Jan 30, 2020
Jan 30, 2020
40 min
The values that people were taught growing up, or the economic conditions that they lived through as children, often have a significant effect on how they view money as adults. Kevin will explain how he has seen these different upbringings manifest themselves in people's financial mindsets many years later. We will also tackle some of the major questions that people have when they receive an inheritance.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 23, 2020
Jan 23, 2020
40 min
Sometimes people 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
Jan 15, 2020
Jan 15, 2020
40 min
So you’ve done a good job saving and investing over the years. You’ve lived on less than you’ve earned, kept yourself out of debt, and your investments have done pretty well. That means everything will be simple for you in retirement, right? Not necessarily. Let’s talk about some of the problems faced by people who have been diligent savers over the years. We also discuss what people should be looking out for during their last decade of working.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 9, 2020
Jan 9, 2020
40 min
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. We will also discuss which assets you may find yourself taking for granted that make up a huge piece of your puzzle.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Jan 2, 2020
Jan 2, 2020
40 min
Risk is a huge factor when it comes to retirement planning. Kevin will break down the different types of risk and explain how each one can affect your portfolio. We will also look at the three qualities of money which include: safety, growth, and liquidity.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 26, 2019
Dec 26, 2019
40 min
On this week's show, we will look at common symptoms in the medical field and relate them to finances. Kevin will be given a symptom and then write a financial prescription on how to alleviate that affliction.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 19, 2019
Dec 19, 2019
40 min
With all of the things in the financial world that you can’t control, why would you sabotage your own retirement by messing up the things you can control? Let’s discuss some ways that people sabotage their own financial health. We’ll also look at some negative circumstances that many retirees and pre-retirees face and help you find the silver lining in the midst of tough situations.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 12, 2019
Dec 12, 2019
40 min
Kevin will help you avoid some common 401(k) missteps. He'll also answer listener questions, clear up what tax loss harvesting means, and give his thoughts on the fiscal responsibility of government.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500
Dec 5, 2019
Dec 5, 2019
40 min
Sometimes being a good advisor means having uncomfortable conversations. Tell us about how you’ve helped people navigate some of these tricky situations and plan appropriately.
Contact Information:
Website: https://insightfolios.com/
Phone: 704-529-9500