Simply Financial with Kevin Wray

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.

It's Anyone's Guess

Most people, when trying to plan their retirement, have to guess about the answers to some important questions. Let’s talk about some of those questions and why you need to have a better answer than just a guess. To help find these answers, let's help you recognize your inner voice of greed, along with financial jargon that some advisors might try using on you.

Unanswerable Questions

Kevin will help answer some questions that you can't answer for yourself. We'll also detail why hiring an advisor is in your best financial interest.

Fill In The Blanks

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

What Is A Fiduciary?

This week, we'll determine the quality of your financial health. We'll also explore the meaning behind the fiduciary standard and the importance of legacy planning.

Better Late Than Never

Join us as we seek to avoid cutting corners in retirement planning. Learn what you can do if you're arriving late to the retirement planning table.

Unreasonable Requests

While certainly none of our listeners would be guilty of making any of these unreasonable requests, let's talk about some of the unreasonable requests we sometimes hear. We'll also piece together a financial jigsaw puzzle and check in on your advisor.