Simply Financial with Kevin Wray

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.

Stock Market Update: The October Effect

The stock market has been dealing with some volatility recently. What could it mean for your retirement portfolio? Kevin will also help you avoid rookie mistakes in financial planning.

Special Guest Dan Cuprill & The Ticking Tax Time Bomb

Special guest Dan Cuprill comes on the show to discuss his latest book about defusing the potential tax time bomb in your retirement plan. He and Kevin will also answer some listener questions.

Common 401(k) Mistakes

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.

Planning For Life Events

Major life changes happen more often than you think. Let's make sure that you are financially prepared for anything life throws your way. Later, we'll answer some listener questions.

How To Deal With Bonds And Taxes

Today we'll be talking about taxes in retirement, as well as what to do about bonds. Don't worry, we'll make it entertaining. Later, we'll answer some listener questions.

Financial Warning Signs

We'll go over some financial warning signs in your retirement portfolio, as well as emotions that could factor into your retirement planning decisions.

Irreversible Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. To help make that right call, we'll discuss reading the fine print on several investments, as well as some tips to finding satisfaction in retirement.

The Financial Hurricane

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, let’s take the opportunity to see what we can learn about retirement planning from a discussion about hurricanes. Later, let's make sure we're not procrastinating in solving retirement uncertainties.

Between Jobs

Finding yourself between jobs can be frustrating—whether you were fired, laid off, or just had to step away of your own choosing. But it can also present some opportunities. Let’s discuss some of the challenges and opportunities that you need to consider if you’re between jobs. We'll also evaluate some rules of thumb and see how Kevin goes against the grain of the financial industry.