Simply Financial with Kevin Wray

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.

Pop Quiz

In some ways, retirement planning was easier for past generations. Let's take a look at how planning has changed through the years. Later, Kevin will take a multiple choice quiz.

Agree Or Disagree?

We'll see if Kevin agrees or disagrees with certain statements about finances. We'll also discuss whether you can actually handle the risk you are taking in your portfolio.

Special Guest

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.

Unhealthy Financial Foods

Let's explore some unhealthy foods and find their parallels in the financial world. You will also learn about some of the landmark ages in retirement planning.