Simply Financial with Kevin Wray

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.

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.