Simply Financial with Kevin Wray

Financial Resolutions

It’s usually not hard to come up with ideas for New Year’s resolutions—things like exercising more, eating healthier, reading more books, or getting more sleep. The key is HOW you’re going to make those things happen. And it’s no different with financial resolutions. We'll tell you how to achieve some financial goals that you could set for yourself this year. In the process, we'll determine where your retirement stands.

How Far Out Are You From Retirement?

There are a lot of questions to answer as you plan for retirement, and typically these questions should be answered far before you stop working. Let's look at some key parts of your plan, and how far out from retirement you should be when you figure them out.. We'll also delve into what it means to be financially independent.

A Custom Fit For You

A customized retirement plan is much better than a one-size-fits-all approach. And yet, you might not have a plan that's truly customized. Find out what it means to have a plan that's unique to your needs and goals. We'll also discover what makes Kevin tick and learn how age can affect wisdom.

More Common Money Mistakes

There are a lot of possible mistakes that you could make when planning for retirement. So many, in fact, that we couldn't fit them all into one episode. Let's detail some more common money mistakes that people make, so that you won't make them.

Common Money Mistakes

A retirement plan has a lot of moving pieces - it's easy to slip up and make a mistake somewhere if you are doing it all by yourself. Unfortunately, even the tiniest mistake in retirement planning can turn into a huge headache down the road. Kevin will go over some of the most common money mistakes and how to avoid them.

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.

Financial Stocking Stuffers

Let’s assume that all of our listeners are on the “nice” list, so they should be getting good gifts in their financial stocking. We'll discuss some stocking stuffers that Santa could put in for your finances. We'll also discuss some influential memories that might affect your financial decision-making.

The Retirement Red Zone

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.

What's The Deal With Medicare?

Our listeners have been wanting to know more about Medicare, so Kevin will take a deep dive into the program and all of its many parts. We'll then close out the show by answer some listener questions about selling a business and handling a pension buy-out.

Blind Spots & Financial Fears

With the end of the year coming up, it might be time to start thinking about resolutions you can make going forward. Some possible new year's resolutions would be to catch what's in your retirement planning blind spots, and to conquer your financial fears.