Simply Financial with Kevin Wray

Wisdom From Yogi Berra

From time to time, we like to take quotes from famous quotable people and turn those quotes into financial wisdom. Yogi Berra is one of those very quotable people who can actually teach us some financial lessons if we’ll just look through the right prism.

Fill In The Blanks

We'll discuss how to make it through the retirement red zone and fill in some blanks in your retirement plan. Later, Kevin will answer some listener questions.

Common Income Planning Mistakes

One of the most important aspects of retirement planning is income planning. Unfortunately, there are several ways that this crucial step can go wrong. Let's talk about some common income planning mistakes.

Opportunity Riding A Dangerous Wind

Explore ancient Chinese wisdom, and discover whether times of financial crisis might actually be an opportunity. Learn the dirty little secrets of the financial industry. Finally, make sure you never make certain assumptions about retirement.

Apocalyptic Predictions

Some people in the financial media like to make apocalyptic predictions about certain aspects of the economy and stock market. Which of these proclamations have some merit? We'll also determine what money in your portfolio could be doing more work for you.

Delayed Gratification

Sometimes it’s hard to make financial sacrifices when the reward might not be seen until several years in the future. Let’s talk about some of the situations where people might be inclined to take the immediate benefit, when they should really consider the delayed benefit.

The Financial Water Wheel

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.

Glass Half-Full Or Glass Half-Empty?

Lots of people have questions about their retirement. But most people should be asking other questions that they don’t know to ask. Some of these questions may revolve around required minimum distributions. We'll also evaluate whether the glass is half empty or half full when it comes to several other retirement topics.

Universal Retirement Truths

There are certain retirement planning principles that apply to everyone. Regardless of who you are, how much money you have, when you’re retiring, or where you live, there are some universal truths about finances that you must keep in mind if you want to have a successful retirement.

Common Complaints About Finances

We often hear people express similar complaints about their financial situation. Are most of these complaints legitimate, or are people focusing on the wrong things?